True North Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

True North 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	–	Sell	-24,680	Closed	-$553K	–	279
2025 Q4	$553K	Buy	+24,680	New	+$555K	0.07%	150
2025 Q1	–	Sell	-11,512	Closed	-$248K	–	250
2024 Q4	$248K	Buy	+11,512	New	+$252K	0.06%	167
2024 Q3	–	Sell	-15,669	Closed	-$338K	–	204
2024 Q2	$338K	Hold	15,669	–	–	0.09%	130
2024 Q1	$340K	Sell	15,669 -313,817	-95%	-$6.81M	0.09%	131
2023 Q4	$7.27M	Buy	329,486 +313,817	+2,003%	+$6.6M	1.87%	8
2023 Q3	$326K	Hold	15,669	–	–	0.1%	137
2023 Q2	$343K	Hold	15,669	–	–	0.1%	150
2023 Q1	$348K	Buy	+15,669	New	+$346K	0.1%	146

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True North Advisors's SPMB Position: Q1 2026 in Review

True North Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 24,680 shares — an estimated $553K sold.

True North Advisors first reported a position in SPMB in Q1 2023 and held it in 8 quarters. The position peaked at $7.27M in Q4 2023. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

True North Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
True North Advisors sold 24,680 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $553K.
True North Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and held it in 8 quarters.
True North Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.27M in Q4 2023.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on True North Advisors's 13F filing for Q1 2026, filed 7 May 2026.