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Vertex Planning Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Vertex Planning Partners’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 		$3.11M Buy
138,786
+13,197
+11% +$297K 0.6% 34
2025
Q4 		$2.82M Buy
125,589
+4,300
+4% +$96.8K 0.65% 34
2025
Q3 		$2.72M Buy
121,289
+1,392
+1% +$30.8K 0.52% 40
2025
Q2 		$2.65M Buy
119,897
+1,843
+2% +$40.2K 0.55% 40
2025
Q1 		$2.6M Sell
118,054
-22,281
-16% -$484K 0.57% 34
2024
Q4 		$3.02M Buy
140,335
+3,134
+2% +$68.6K 0.67% 32
2024
Q3 		$3.09M Sell
137,201
-1,531
-1% -$34K 0.74% 26
2024
Q2 		$2.99M Buy
138,732
+49,332
+55% +$1.05M 0.78% 23
2024
Q1 		$1.94M Sell
89,400
-931
-1% -$20.2K 0.54% 27
2023
Q4 		$1.99M Buy
90,331
+9,224
+11% +$194K 0.59% 22
2023
Q3 		$1.69M Sell
81,107
-11,939
-13% -$256K 0.58% 23
2023
Q2 		$2.04M Buy
93,046
+5,876
+7% +$129K 0.69% 24
2023
Q1 		$1.93M Buy
87,170
+43,987
+102% +$972K 0.73% 21
2022
Q4 		$937K Buy
+43,183
New +$932K 0.37% 36

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