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Salem Investment Counselors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Salem Investment Counselors’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
-261
Closed -$5.86K – 1034
2025
Q3 		$5.86K Buy
+261
New +$5.78K ﹤0.01% 958
2024
Q3 		– Sell
-897
Closed -$19.3K – 1225
2024
Q2 		$19.3K Hold
897
– – ﹤0.01% 724
2024
Q1 		$19.5K Buy
+897
New +$19.5K ﹤0.01% 715

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 $3.38T AUM 44.17% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Salem Investment Counselors's SPMB Position: Q4 2025 in Review

Salem Investment Counselors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2025, closing a stake of 261 shares — an estimated $5.86K sold.

Salem Investment Counselors first reported a position in SPMB in Q1 2024 and held it in 3 quarters. The position peaked at $19.5K in Q1 2024. 250 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

  • Salem Investment Counselors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 261 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $5.86K.
  • Salem Investment Counselors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 3 quarters.
  • Salem Investment Counselors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $19.5K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.