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

PSI 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
2025 Q2	–	Sell	-241	Closed	-$5.32K	–	605
2025 Q1	$5.32K	Buy	+241	New	+$5.24K	﹤0.01%	524
2022 Q3	–	Sell	-65	Closed	-$1K	–	832
2022 Q2	$1K	Hold	65	–	–	﹤0.01%	737
2022 Q1	$2K	Sell	65 -2,126	-97%	-$52.3K	﹤0.01%	640
2021 Q4	$56K	Sell	2,191 -6,154	-74%	-$157K	0.02%	272
2021 Q3	$215K	Buy	+8,345	New	+$216K	0.1%	139

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PSI Advisors's SPMB Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 241 shares — an estimated $5.32K sold.

PSI Advisors first reported a position in SPMB in Q3 2021 and held it in 5 quarters. The position peaked at $215K in Q3 2021. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 241 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $5.32K.
PSI Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and held it in 5 quarters.
PSI Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $215K in Q3 2021.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.