MMA Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MMA Asset 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	-383	Closed	-$8.6K	–	287
2025 Q3	$8.6K	Buy	+383	New	+$8.48K	﹤0.01%	264
2024 Q2	–	Sell	-362	Closed	-$7.87K	–	229
2024 Q1	$7.87K	Buy	+362	New	+$7.86K	﹤0.01%	204

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

MMA Asset Management's SPMB Position: Q4 2025 in Review

MMA Asset Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2025, closing a stake of 383 shares — an estimated $8.6K sold.

MMA Asset Management first reported a position in SPMB in Q1 2024 and held it in 2 quarters. The position peaked at $8.6K in Q3 2025. 250 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

MMA Asset Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2025 after selling out during the quarter.
MMA Asset Management sold 383 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $8.6K.
MMA Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 2 quarters.
MMA Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.6K in Q3 2025.
250 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.