Stifel Financial
SPMB icon

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

Stifel 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
2026
Q1 		$176M Buy
7,861,710
+258,778
+3% +$5.83M 0.16% 148
2025
Q4 		$170M Buy
7,602,932
+523,944
+7% +$11.8M 0.15% 153
2025
Q3 		$159M Sell
7,078,988
-718,918
-9% -$15.9M 0.15% 156
2025
Q2 		$172M Buy
7,797,906
+1,637,143
+27% +$35.7M 0.17% 140
2025
Q1 		$136M Buy
6,160,763
+651,668
+12% +$14.2M 0.14% 157
2024
Q4 		$119M Buy
5,509,095
+2,738,208
+99% +$60M 0.12% 174
2024
Q3 		$62.4M Sell
2,770,887
-306,283
-10% -$6.8M 0.07% 282
2024
Q2 		$66.4M Buy
3,077,170
+1,250,602
+68% +$26.7M 0.07% 252
2024
Q1 		$39.7M Buy
1,826,568
+1,513,194
+483% +$32.8M 0.05% 354
2023
Q4 		$6.92M Buy
313,374
+59,998
+24% +$1.26M 0.01% 936
2023
Q3 		$5.27M Buy
253,376
+7,646
+3% +$164K 0.01% 1009
2023
Q2 		$5.38M Sell
245,730
-8,705
-3% -$192K 0.01% 1003
2023
Q1 		$5.64M Sell
254,435
-741,352
-74% -$16.4M 0.01% 950
2022
Q4 		$21.6M Buy
+995,787
New +$21.5M 0.03% 428
2020
Q2 		– Sell
-19,048
Closed -$508K – 2942
2020
Q1 		$508K Buy
19,048
+9,708
+104% +$255K ﹤0.01% 1860
2019
Q4 		$244K Buy
+9,340
New +$245K ﹤0.01% 2651
2018
Q2 		– Sell
-9,347
Closed -$240K – 2786
2018
Q1 		$240K Buy
+9,347
New +$240K ﹤0.01% 2376

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return