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

Waverly 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 		$4.72M Buy
210,632
+11,437
+6% +$257K 0.04% 418
2025
Q4 		$4.46M Buy
199,195
+19,733
+11% +$444K 0.04% 396
2025
Q3 		$4.03M Buy
179,462
+15,435
+9% +$342K 0.04% 360
2025
Q2 		$3.63M Buy
164,027
+3,732
+2% +$81.4K 0.04% 369
2025
Q1 		$3.53M Buy
160,295
+15,608
+11% +$339K 0.04% 356
2024
Q4 		$3.12M Buy
144,687
+11,831
+9% +$259K 0.05% 291
2024
Q3 		$2.99M Buy
132,856
+37,958
+40% +$843K 0.06% 267
2024
Q2 		$2.05M Buy
+94,898
New +$2.03M 0.04% 316

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