MFG
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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 – 1859
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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return