Meridian Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Meridian Wealth Management’s Portfolio SPMB Stock Details SPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,189	Closed	-$722K	–	780
2025 Q3	$722K	Sell	32,189 -5,557	-15%	-$123K	0.03%	399
2025 Q2	$834K	Sell	37,746 -984	-3%	-$21.5K	0.04%	338
2025 Q1	$854K	Sell	38,730 -18,723	-33%	-$407K	0.04%	315
2024 Q4	$1.24M	Sell	57,453 -18,197	-24%	-$398K	0.06%	251
2024 Q3	$1.7M	Sell	75,650 -18,103	-19%	-$402K	0.08%	200
2024 Q2	$2.02M	Buy	+93,753	New	+$2M	0.24%	77
2024 Q1	–	Sell	-141,311	Closed	-$3.12M	–	487
2023 Q4	$3.12M	Buy	+141,311	New	+$2.97M	0.2%	116

Other funds holding SPMB

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return