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Redwood Financial Network’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Redwood Financial Network’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 		– Sell
-92,797
Closed -$2.08M – 182
2025
Q4 		$2.08M Sell
92,797
-8,015
-8% -$180K 1.33% 14
2025
Q3 		$2.26M Sell
100,812
-3,837
-4% -$84.9K 1.43% 13
2025
Q2 		$2.31M Sell
104,649
-12,587
-11% -$274K 1.56% 11
2025
Q1 		$2.59M Sell
117,236
-6,376
-5% -$139K 1.97% 9
2024
Q4 		$2.66M Sell
123,612
-26,623
-18% -$583K 1.98% 9
2024
Q3 		$3.38M Sell
150,235
-8,679
-5% -$193K 2.65% 5
2024
Q2 		$3.43M Sell
158,914
-1,160
-0.7% -$24.8K 2.88% 4
2024
Q1 		$3.48M Sell
160,074
-12,318
-7% -$267K 3.03% 3
2023
Q4 		$3.8M Sell
172,392
-4,986
-3% -$105K 3.69% 2
2023
Q3 		$3.69M Sell
177,378
-8,565
-5% -$184K 3.91% 2
2023
Q2 		$4.07M Sell
185,943
-6,545
-3% -$144K 3.82% 1
2023
Q1 		$4.27M Sell
192,488
-2,307
-1% -$51K 4.34% 1
2022
Q4 		$4.23M Sell
194,795
-12,999
-6% -$280K 4.8% 1
2022
Q3 		$4.46M Buy
207,794
+1,711
+0.8% +$38.9K 5.08% 1
2022
Q2 		$4.71M Buy
206,083
+19,560
+10% +$450K 5.13% 1
2022
Q1 		$4.47M Buy
+186,523
New +$4.59M 4.14% 1

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

Redwood Financial Network's SPMB Position: Q1 2026 in Review

Redwood Financial Network sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 92,797 shares — an estimated $2.08M sold.

Redwood Financial Network first reported a position in SPMB in Q1 2022 and held it in 16 quarters. The position peaked at $4.71M in Q2 2022. 241 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Redwood Financial Network reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Redwood Financial Network sold 92,797 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $2.08M.
  • Redwood Financial Network first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and held it in 16 quarters.
  • Redwood Financial Network's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.71M in Q2 2022.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.