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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 $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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return