RWM
SPMB icon

Ritholtz Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Ritholtz Wealth 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
Q2 		– Sell
-143,353
Closed -$3.16M – 1037
2025
Q1 		$3.16M Buy
+143,353
New +$3.12M 0.09% 155

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 $377B 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 $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ritholtz Wealth Management's SPMB Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 143,353 shares — an estimated $3.16M sold.

Ritholtz Wealth Management first reported a position in SPMB in Q1 2025 and held it in 1 quarter. The position peaked at $3.16M in Q1 2025. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Ritholtz Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 143,353 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $3.16M.
  • Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.16M in Q1 2025.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.