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

Strategic Financial Concepts’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
-1,917,761
Closed -$43M – 278
2025
Q3 		$43M Buy
1,917,761
+55,268
+3% +$1.22M 6.25% 4
2025
Q2 		$41.2M Buy
+1,862,493
New +$40.6M 5.79% 4

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

Strategic Financial Concepts's SPMB Position: Q4 2025 in Review

Strategic Financial Concepts sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2025, closing a stake of 1,917,761 shares — an estimated $43M sold.

Strategic Financial Concepts first reported a position in SPMB in Q2 2025 and held it in 2 quarters. The position peaked at $43M in Q3 2025. 248 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

  • Strategic Financial Concepts reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,917,761 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $43M.
  • Strategic Financial Concepts first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $43M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.