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SWMG LLC’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

SWMG LLC’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
Q3 		– Sell
-71,889
Closed -$1.57M – 127
2025
Q2 		$1.57M Sell
71,889
-30,929
-30% -$674K 0.53% 28
2025
Q1 		$2.25M Buy
102,818
+53,756
+110% +$1.17M 0.89% 24
2024
Q4 		$1.06M Sell
49,062
-2,116
-4% -$46.3K 0.42% 36
2024
Q3 		$1.11M Buy
+51,178
New +$1.14M 0.46% 34

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SWMG LLC's SPMB Position: Q3 2025 in Review

SWMG LLC sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2025, closing a stake of 71,889 shares — an estimated $1.57M sold.

SWMG LLC first reported a position in SPMB in Q3 2024 and held it in 4 quarters. The position peaked at $2.25M in Q1 2025. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

  • SWMG LLC reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SWMG LLC sold 71,889 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2025, an estimated $1.57M.
  • SWMG LLC first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and held it in 4 quarters.
  • SWMG LLC's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.25M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.