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NewEdge Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

NewEdge Advisors’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
2026
Q1 		$67.4K Buy
3,010
+1,002
+50% +$22.6K ﹤0.01% 2861
2025
Q4 		$45K Hold
2,008
– – ﹤0.01% 2987
2025
Q3 		$45.1K Sell
2,008
-1,085
-35% -$24K ﹤0.01% 2857
2025
Q2 		$68.4K Buy
3,093
+2,008
+185% +$43.8K ﹤0.01% 2569
2025
Q1 		$23.9K Buy
+1,085
New +$23.6K ﹤0.01% 2803
2024
Q4 		– Sell
-13,390
Closed -$302K – 4020
2024
Q3 		$302K Sell
13,390
-807
-6% -$17.9K ﹤0.01% 1798
2024
Q2 		$306K Buy
+14,197
New +$304K ﹤0.01% 1703
2023
Q4 		– Sell
-438
Closed -$9.11K – 3882
2023
Q3 		$9.11K Sell
438
-1,000
-70% -$21.4K ﹤0.01% 2597
2023
Q2 		$31.5K Sell
1,438
-1,170
-45% -$25.8K ﹤0.01% 2245
2023
Q1 		$57.8K Hold
2,608
– – ﹤0.01% 1941
2022
Q4 		$57 Buy
+2,608
New +$56.3K ﹤0.01% 3448

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return