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Synergy Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-104,423
Closed -$2.3M – 498
2025
Q1 		$2.3M Sell
104,423
-13,259
-11% -$288K 0.96% 28
2024
Q4 		$2.54M Buy
+117,682
New +$2.58M 1.09% 24

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 $377B 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 $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synergy Investment Management's SPMB Position: Q2 2025 in Review

Synergy Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 104,423 shares — an estimated $2.3M sold.

Synergy Investment Management first reported a position in SPMB in Q4 2024 and held it in 2 quarters. The position peaked at $2.54M in Q4 2024. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Synergy Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 104,423 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $2.3M.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.54M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.