Scott Marsh Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Scott Marsh Financial’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	$1.11M	Buy	+50,375	New	+$1.1M	0.41%	77

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Scott Marsh Financial's SPMB Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025: 50,375 shares worth $1.11M. The stake represents 0.41% of the portfolio and ranks #77 among its holdings.

225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

Scott Marsh Financial held 50,375 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.11M as of Q2 2025.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Scott Marsh Financial position in Q2 2025.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.41% of Scott Marsh Financial's portfolio in Q2 2025, its #77 holding.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.