Cetera Advisor Networks’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Cetera Advisor Networks’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	–	Sell	-10,413	Closed	-$230K	–	2920
2023 Q4	$230K	Buy	+10,413	New	+$219K	﹤0.01%	2426
2023 Q3	–	Sell	-22,809	Closed	-$500K	–	2791
2023 Q2	$500K	Sell	22,809 -55,067	-71%	-$1.21M	﹤0.01%	1713
2023 Q1	$1.73M	Buy	77,876 +2,288	+3%	+$50.6K	0.01%	908
2022 Q4	$1.64M	Buy	75,588 +55,579	+278%	+$1.2M	0.01%	907
2022 Q3	$429K	Sell	20,009 -2,104	-10%	-$47.8K	0.01%	1381
2022 Q2	$505K	Sell	22,113 -905	-4%	-$20.8K	0.01%	1265
2022 Q1	$552K	Buy	+23,018	New	+$566K	0.01%	1239
2021 Q3	–	Sell	-9,119	Closed	-$236K	–	2038
2021 Q2	$236K	Buy	+9,119	New	+$236K	﹤0.01%	1667
2021 Q1	–	Sell	-7,582	Closed	-$200K	–	1549
2020 Q4	$200K	Buy	+7,582	New	+$201K	﹤0.01%	1262
2020 Q3	–	Sell	-3,934	Closed	-$105K	–	2774
2020 Q2	$105K	Buy	+3,934	New	+$105K	﹤0.01%	1483

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

Cetera Advisor Networks's SPMB Position: Q1 2024 in Review

Cetera Advisor Networks sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 10,413 shares — an estimated $230K sold.

Cetera Advisor Networks first reported a position in SPMB in Q2 2020 and held it in 10 quarters. The position peaked at $1.73M in Q1 2023. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

Cetera Advisor Networks reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 10,413 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $230K.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 10 quarters.
Cetera Advisor Networks's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.73M in Q1 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.