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Willow Creek Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Willow Creek Wealth 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
Q3 		$2.08M Buy
92,874
+315
+0.3% +$6.97K 0.17% 52
2025
Q2 		$2.05M Buy
92,559
+274
+0.3% +$5.97K 0.18% 51
2025
Q1 		$2.03M Sell
92,285
-46
-0% -$1K 0.2% 48
2024
Q4 		$1.99M Sell
92,331
-321
-0.3% -$7.03K 0.2% 47
2024
Q3 		$2.09M Sell
92,652
-235
-0.3% -$5.22K 0.22% 47
2024
Q2 		$2M Sell
92,887
-15,107
-14% -$323K 0.23% 48
2024
Q1 		$2.35M Hold
107,994
– – 0.27% 45
2023
Q4 		$2.38M Sell
107,994
-8,587
-7% -$181K 0.3% 41
2023
Q3 		$2.42M Sell
116,581
-13,341
-10% -$286K 0.36% 35
2023
Q2 		$2.85M Buy
129,922
+565
+0.4% +$12.4K 0.4% 36
2023
Q1 		$2.87M Sell
129,357
-2,131
-2% -$47.1K 0.44% 33
2022
Q4 		$2.85M Buy
131,488
+47,080
+56% +$1.02M 0.47% 31
2022
Q3 		$1.81M Sell
84,408
-35,788
-30% -$813K 0.35% 34
2022
Q2 		$2.75M Buy
120,196
+7,112
+6% +$164K 0.51% 27
2022
Q1 		$2.71M Sell
113,084
-8,366
-7% -$206K 0.54% 24
2021
Q4 		$3.08M Sell
121,450
-70,145
-37% -$1.79M 0.64% 23
2021
Q3 		$4.93M Buy
191,595
+59,301
+45% +$1.53M 1.09% 18
2021
Q2 		$3.42M Buy
132,294
+17,348
+15% +$449K 0.82% 19
2021
Q1 		$2.98M Buy
114,946
+38,843
+51% +$1.02M 1.1% 16
2020
Q4 		$2.01M Buy
76,103
+31,491
+71% +$834K 0.76% 17
2020
Q3 		$1.19M Buy
44,612
+36,882
+477% +$984K 0.49% 23
2020
Q2 		$207K Buy
+7,730
New +$207K 0.09% 75

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

Willow Creek Wealth Management's SPMB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.34% in Q3 2025, buying an estimated $6.97K and bringing the position to 92,874 shares worth $2.08M. The position accounts for 0.17% of the portfolio, ranked #52.

Willow Creek Wealth Management first reported a position in SPMB in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.93M in Q3 2021. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

  • Willow Creek Wealth Management held 92,874 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.08M as of Q3 2025.
  • Willow Creek Wealth Management bought 315 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2025, an estimated $6.97K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.17% of Willow Creek Wealth Management's portfolio in Q3 2025, its #52 holding.
  • Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Willow Creek Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.93M in Q3 2021.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.