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Principal Securities’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Principal Securities’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
-863
Closed -$19.4K – 3223
2025
Q3 		$19.4K Buy
863
+509
+144% +$11.3K ﹤0.01% 2414
2025
Q2 		$7.82K Buy
354
+334
+1,670% +$7.28K ﹤0.01% 2723
2025
Q1 		$431 Hold
20
– – ﹤0.01% 3379
2024
Q4 		$431 Sell
20
-4,323
-100% -$94.7K ﹤0.01% 3374
2024
Q3 		$97.8K Buy
4,343
+3,981
+1,100% +$88.4K ﹤0.01% 1405
2024
Q2 		$7.81K Sell
362
-77
-18% -$1.65K ﹤0.01% 2499
2024
Q1 		$9.54K Sell
439
-1,583
-78% -$34.4K ﹤0.01% 2357
2023
Q4 		$44.6K Buy
+2,022
New +$42.5K ﹤0.01% 1540

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Principal Securities's SPMB Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2025, closing a stake of 863 shares — an estimated $19.4K sold.

Principal Securities first reported a position in SPMB in Q4 2023 and held it in 8 quarters. The position peaked at $97.8K in Q3 2024. 248 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 863 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $19.4K.
  • Principal Securities first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $97.8K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.