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

Sachetta’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
Q2 		$196K Buy
8,766
+120
+1% +$2.68K 0.1% 101
2026
Q1 		$194K Buy
8,646
+61
+0.7% +$1.37K 0.11% 96
2025
Q4 		$192K Sell
8,585
-522
-6% -$11.7K 0.11% 96
2025
Q3 		$204K Buy
9,107
+1,861
+26% +$41.2K 0.08% 143
2025
Q2 		$160K Buy
7,246
+5,897
+437% +$129K 0.06% 158
2025
Q1 		$29.7K Buy
1,349
+5
+0.4% +$109 0.01% 304
2024
Q4 		$29K Sell
1,344
-34
-2% -$745 0.01% 320
2024
Q3 		$31.1K Buy
1,378
+8
+0.6% +$178 0.01% 320
2024
Q2 		$30K Sell
1,370
-7,218
-84% -$154K 0.01% 293
2024
Q1 		$190K Hold
8,588
– – 0.09% 147
2023
Q4 		$190K Buy
+8,588
New +$181K 0.09% 147

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return