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

Capital Investment 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
2025
Q1 		– Sell
-11,265
Closed -$243K – 704
2024
Q4 		$243K Buy
11,265
+364
+3% +$7.97K ﹤0.01% 570
2024
Q3 		$246K Sell
10,901
-508
-4% -$11.3K 0.01% 571
2024
Q2 		$246K Buy
11,409
+68
+0.6% +$1.45K 0.01% 533
2024
Q1 		$246K Sell
11,341
-28
-0.2% -$608 0.01% 535
2023
Q4 		$251K Buy
+11,369
New +$239K 0.01% 520

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

Capital Investment Advisors's SPMB Position: Q1 2025 in Review

Capital Investment Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 11,265 shares — an estimated $243K sold.

Capital Investment Advisors first reported a position in SPMB in Q4 2023 and held it in 5 quarters. The position peaked at $251K in Q4 2023. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Capital Investment Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 11,265 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $243K.
  • Capital Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 5 quarters.
  • Capital Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $251K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Capital Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.