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Signet Financial Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Signet Financial 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
2026
Q1 		$15.1M Sell
674,477
-697
-0.1% -$15.7K 1.69% 7
2025
Q4 		$15.1M Buy
675,174
+55,985
+9% +$1.26M 1.69% 8
2025
Q3 		$13.9M Buy
619,189
+53,178
+9% +$1.18M 1.61% 8
2025
Q2 		$12.5M Buy
566,011
+12,560
+2% +$274K 1.57% 6
2025
Q1 		$12.2M Buy
553,451
+20,123
+4% +$438K 1.65% 5
2024
Q4 		$11.5M Buy
533,328
+13,335
+3% +$292K 1.47% 12
2024
Q3 		$11.7M Buy
519,993
+45,490
+10% +$1.01M 1.49% 9
2024
Q2 		$10.2M Buy
474,503
+18,604
+4% +$398K 1.38% 10
2024
Q1 		$9.9M Buy
455,899
+83,193
+22% +$1.81M 1.36% 9
2023
Q4 		$8.23M Buy
372,706
+73,096
+24% +$1.54M 1.23% 12
2023
Q3 		$6.23M Buy
299,610
+152,196
+103% +$3.26M 1.03% 19
2023
Q2 		$3.23M Buy
147,414
+59,530
+68% +$1.31M 0.51% 63
2023
Q1 		$1.95M Buy
+87,884
New +$1.94M 0.33% 96

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

Signet Financial Management's SPMB Position: Q1 2026 in Review

Signet Financial Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.1% in Q1 2026, selling an estimated $15.7K and leaving 674,477 shares worth $15.1M. The position accounts for 1.69% of the portfolio, ranked #7.

Signet Financial Management first reported a position in SPMB in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.1M in Q4 2025. 241 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Signet Financial Management held 674,477 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $15.1M as of Q1 2026.
  • Signet Financial Management sold 697 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $15.7K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.69% of Signet Financial Management's portfolio in Q1 2026, its #7 holding.
  • Signet Financial Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Signet Financial Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $15.1M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.