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

Norden 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
2026
Q1 		$719K Buy
32,102
+401
+1% +$9.03K 0.07% 248
2025
Q4 		$711K Sell
31,701
-1,017
-3% -$22.9K 0.07% 261
2025
Q3 		$734K Buy
32,718
+538
+2% +$11.9K 0.07% 257
2025
Q2 		$711K Buy
32,180
+2,940
+10% +$64.1K 0.08% 256
2025
Q1 		$645K Sell
29,240
-1,629
-5% -$35.4K 0.07% 253
2024
Q4 		$665K Sell
30,869
-1,106
-3% -$24.2K 0.08% 278
2024
Q3 		$720K Sell
31,975
-1,277
-4% -$28.4K 0.09% 256
2024
Q2 		$717K Sell
33,252
-20,152
-38% -$431K 0.15% 152
2024
Q1 		$1.16M Buy
+53,404
New +$1.16M 0.24% 99

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