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

Spire 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
Q4 		– Sell
-1,258
Closed -$28.2K – 2468
2025
Q3 		$28.2K Sell
1,258
-768
-38% -$17K ﹤0.01% 1411
2025
Q2 		$44.8K Sell
2,026
-1,850
-48% -$40.3K ﹤0.01% 1243
2025
Q1 		$85.5K Sell
3,876
-1,204
-24% -$26.2K ﹤0.01% 1093
2024
Q4 		$109K Sell
5,080
-10,217
-67% -$224K ﹤0.01% 1003
2024
Q3 		$345K Sell
15,297
-2,799
-15% -$62.2K 0.01% 608
2024
Q2 		$390K Sell
18,096
-3,962
-18% -$84.7K 0.01% 542
2024
Q1 		$479K Buy
22,058
+2,995
+16% +$65K 0.01% 527
2023
Q4 		$414K Buy
19,063
+2,549
+15% +$53.6K 0.01% 562
2023
Q3 		$343K Buy
16,514
+15,528
+1,575% +$333K 0.01% 564
2023
Q2 		$21.6K Sell
986
-671
-40% -$14.8K ﹤0.01% 1565
2023
Q1 		$36.7K Buy
1,657
+1,425
+614% +$31.5K ﹤0.01% 1340
2022
Q4 		$5K Buy
232
+40
+21% +$863 ﹤0.01% 1848
2022
Q3 		$4K Sell
192
-2,994
-94% -$68K ﹤0.01% 1820
2022
Q2 		$73K Sell
3,186
-295
-8% -$6.79K ﹤0.01% 1154
2022
Q1 		$83K Buy
3,481
+24
+0.7% +$591 ﹤0.01% 1237
2021
Q4 		$88K Buy
3,457
+441
+15% +$11.2K ﹤0.01% 1455
2021
Q3 		$78K Buy
3,016
+992
+49% +$25.6K ﹤0.01% 1289
2021
Q2 		$52K Buy
2,024
+753
+59% +$19.5K ﹤0.01% 1463
2021
Q1 		$33K Buy
+1,271
New +$33.4K ﹤0.01% 1938

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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Spire Wealth Management's SPMB Position: Q4 2025 in Review

Spire Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2025, closing a stake of 1,258 shares — an estimated $28.2K sold.

Spire Wealth Management first reported a position in SPMB in Q1 2021 and held it in 19 quarters. The position peaked at $479K in Q1 2024. 249 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

  • Spire Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,258 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $28.2K.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $479K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.