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

Strategic Investment Advisors’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 		$883K Buy
39,476
+2,478
+7% +$55.8K 0.06% 160
2025
Q4 		$829K Buy
36,998
+31,105
+528% +$700K 0.07% 115
2025
Q3 		$811K Sell
5,893
-30,068
-84% -$665K 0.07% 116
2025
Q2 		$793K Sell
35,961
-1,486
-4% -$32.4K 0.08% 114
2025
Q1 		$826K Buy
37,447
+400
+1% +$8.7K 0.09% 122
2024
Q4 		$798K Buy
37,047
+1,748
+5% +$38.3K 0.08% 134
2024
Q3 		$795K Buy
35,299
+667
+2% +$14.8K 0.09% 134
2024
Q2 		$747K Buy
34,632
+1,142
+3% +$24.4K 0.09% 136
2024
Q1 		$727K Buy
+33,490
New +$727K 0.09% 137

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