Northwest Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Northwest Capital 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	$21.9K	Sell	975 -20,966	-96%	-$472K	0.09%	79
2025 Q3	$492K	Sell	21,941 -3,791	-15%	-$83.9K	0.52%	49
2025 Q2	$569K	Sell	25,732 -2,473	-9%	-$53.9K	0.31%	75
2025 Q1	$622K	Sell	28,205 -954	-3%	-$20.7K	0.26%	69
2024 Q4	$628K	Sell	29,159 -1,006	-3%	-$22K	0.27%	65
2024 Q3	$680K	Sell	30,165 -8,719	-22%	-$194K	0.24%	60
2024 Q2	$839K	Sell	38,884 -25,639	-40%	-$548K	0.31%	54
2024 Q1	$1.4M	Buy	64,523 +8	+0%	+$174	0.45%	38
2023 Q4	$1.42M	Sell	64,515 -1,963	-3%	-$41.3K	0.48%	33
2023 Q3	$1.38M	Buy	66,478 +349	+0.5%	+$7.48K	0.53%	33
2023 Q2	$1.45M	Buy	66,129 +9,835	+17%	+$217K	0.61%	32
2023 Q1	$1.25M	Buy	56,294 +30,615	+119%	+$677K	0.61%	34
2022 Q4	$557K	Buy	+25,679	New	+$554K	0.3%	57

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 $3.37T AUM 44.26% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Northwest Capital Management's SPMB Position: Q4 2025 in Review

Northwest Capital Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 96% in Q4 2025, selling an estimated $472K and leaving 975 shares worth $21.9K. The position accounts for 0.09% of the portfolio, ranked #79.

Northwest Capital Management first reported a position in SPMB in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.45M in Q2 2023. 248 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

Northwest Capital Management held 975 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $21.9K as of Q4 2025.
Northwest Capital Management sold 20,966 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $472K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.09% of Northwest Capital Management's portfolio in Q4 2025, its #79 holding.
Northwest Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 13 quarters since.
Northwest Capital Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.45M in Q2 2023.
248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.