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Strategic Blueprint’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Strategic Blueprint’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 		$1.24M Buy
55,390
+79
+0.1% +$1.78K 0.07% 247
2025
Q4 		$1.24M Sell
55,311
-29,257
-35% -$658K 0.07% 243
2025
Q3 		$1.9M Buy
84,568
+581
+0.7% +$12.9K 0.08% 211
2025
Q2 		$1.86M Buy
83,987
+15,666
+23% +$342K 0.09% 198
2025
Q1 		$1.51M Buy
68,321
+12,398
+22% +$270K 0.08% 210
2024
Q4 		$1.21M Buy
55,923
+26,454
+90% +$579K 0.07% 233
2024
Q3 		$664K Sell
29,469
-337
-1% -$7.48K 0.04% 334
2024
Q2 		$643K Sell
29,806
-21,159
-42% -$452K 0.04% 325
2024
Q1 		$1.11M Buy
50,965
+492
+1% +$10.7K 0.08% 232
2023
Q4 		$1.11M Buy
50,473
+17,620
+54% +$370K 0.09% 210
2023
Q3 		$683K Sell
32,853
-2,215
-6% -$47.5K 0.06% 278
2023
Q2 		$768K Sell
35,068
-8,986
-20% -$198K 0.07% 237
2023
Q1 		$977K Buy
44,054
+460
+1% +$10.2K 0.1% 197
2022
Q4 		$946K Buy
+43,594
New +$940K 0.11% 189

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
Stifel Financial
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
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