MFG
SPMB icon

Merit Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Merit Financial Group’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
Q3 		– Sell
-13,551
Closed -$299K – 1857
2025
Q2 		$299K Sell
13,551
-46,582
-77% -$1.02M ﹤0.01% 1339
2025
Q1 		$1.33M Sell
60,133
-16,839
-22% -$366K 0.02% 553
2024
Q4 		$1.66M Sell
76,972
-8,361
-10% -$183K 0.03% 392
2024
Q3 		$1.92M Buy
85,333
+6,033
+8% +$134K 0.04% 281
2024
Q2 		$1.71M Buy
79,300
+5,706
+8% +$122K 0.04% 298
2024
Q1 		$1.57M Sell
73,594
-11,657
-14% -$253K 0.04% 305
2023
Q4 		$1.88M Buy
85,251
+42,302
+98% +$889K 0.06% 213
2023
Q3 		$893K Buy
42,949
+5,832
+16% +$125K 0.03% 347
2023
Q2 		$813K Buy
37,117
+16,513
+80% +$364K 0.03% 375
2023
Q1 		$457K Sell
20,604
-30,311
-60% -$670K 0.02% 424
2022
Q4 		$1.1M Buy
50,915
+33,200
+187% +$716K 0.04% 282
2022
Q3 		$380K Buy
+17,715
New +$403K 0.02% 396

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Merit Financial Group's SPMB Position: Q3 2025 in Review

Merit Financial Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2025, closing a stake of 13,551 shares — an estimated $299K sold.

Merit Financial Group first reported a position in SPMB in Q3 2022 and held it in 12 quarters. The position peaked at $1.92M in Q3 2024. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

  • Merit Financial Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 13,551 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2025, an estimated $299K.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and held it in 12 quarters.
  • Merit Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.92M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.