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

Cambridge 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 Q1	$8.69K	Hold	400	–	–	﹤0.01%	585
2023 Q4	$8.83K	Hold	400	–	–	﹤0.01%	592
2023 Q3	$8.32K	Hold	400	–	–	﹤0.01%	598
2023 Q2	$8.76K	Sell	400 -18	-4%	-$397	﹤0.01%	609
2023 Q1	$9.27K	Hold	418	–	–	﹤0.01%	639
2022 Q4	$9K	Sell	418 -180	-30%	-$3.88K	﹤0.01%	650
2022 Q3	$13K	Buy	598 +418	+232%	+$9.5K	﹤0.01%	615
2022 Q2	$4K	Sell	180 -13,363	-99%	-$308K	﹤0.01%	771
2022 Q1	$324K	Buy	+13,543	New	+$333K	0.01%	261

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cambridge Trust's SPMB Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q1 2024 at 400 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Cambridge Trust first reported a position in SPMB in Q1 2022 and has held it in 9 quarters since. The position peaked at $324K in Q1 2022. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

Cambridge Trust held 400 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $8.69K as of Q1 2024.
Cambridge Trust left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q1 2024.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #585 holding.
Cambridge Trust first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and has held it in 9 quarters since.
Cambridge Trust's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $324K in Q1 2022.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.