Arden Trust’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Arden Trust’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
2024 Q2	$1.82M	Buy	84,322 +541	+0.6%	+$11.6K	0.25%	59
2024 Q1	$1.82M	Sell	83,781 -27,450	-25%	-$596K	0.25%	62
2023 Q4	$2.45M	Buy	111,231 +14,785	+15%	+$311K	0.36%	47
2023 Q3	$2.01M	Buy	96,446 +36,328	+60%	+$778K	0.33%	49
2023 Q2	$1.32M	Buy	60,118 +36,108	+150%	+$796K	0.22%	80
2023 Q1	$533K	Buy	+24,010	New	+$531K	0.1%	167

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Arden Trust's SPMB Position: Q2 2024 in Review

Arden Trust increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.65% in Q2 2024, buying an estimated $11.6K and bringing the position to 84,322 shares worth $1.82M. The position accounts for 0.25% of the portfolio, ranked #59.

Arden Trust first reported a position in SPMB in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.45M in Q4 2023. 208 funds tracked by Wall St. Rank hold SPMB as of Q2 2024.

Arden Trust held 84,322 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.82M as of Q2 2024.
Arden Trust bought 541 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2024, an estimated $11.6K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.25% of Arden Trust's portfolio in Q2 2024, its #59 holding.
Arden Trust first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and has held it in 6 quarters since.
Arden Trust's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.45M in Q4 2023.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.