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

Avior 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
Q1 		– Sell
-55
Closed -$1.19K – 2098
2024
Q4 		$1.19K Hold
55
– – ﹤0.01% 2186
2024
Q3 		$1.24K Sell
55
-12
-18% -$267 ﹤0.01% 2049
2024
Q2 		$1.45K Hold
67
– – ﹤0.01% 1986
2024
Q1 		$1.46K Buy
+67
New +$1.45K ﹤0.01% 2331
2022
Q1 		– Sell
-1
Closed – – 1226
2021
Q4 		$0 Sell
1
-844
-100% -$21.5K ﹤0.01% 1214
2021
Q3 		$21K Buy
+845
New +$21.8K ﹤0.01% 661

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 $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Avior Wealth Management's SPMB Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 55 shares — an estimated $1.19K sold.

Avior Wealth Management first reported a position in SPMB in Q3 2021 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 55 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $1.19K.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and held it in 6 quarters.
  • Avior Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $21K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.