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

Cetera 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
2024 Q1	$386K	Sell	17,781 -878	-5%	-$19.1K	﹤0.01%	1775
2023 Q4	$412K	Buy	18,659 +225	+1%	+$4.73K	0.01%	1245
2023 Q3	$383K	Buy	18,434 +764	+4%	+$16.4K	0.01%	1202
2023 Q2	$387K	Sell	17,670 -601	-3%	-$13.2K	0.01%	1175
2023 Q1	$405K	Buy	18,271 +67	+0.4%	+$1.48K	0.01%	1126
2022 Q4	$395K	Sell	18,204 -2,885	-14%	-$62.2K	0.01%	1092
2022 Q3	$452K	Sell	21,089 -66	-0.3%	-$1.5K	0.01%	817
2022 Q2	$483K	Sell	21,155 -1,351	-6%	-$31.1K	0.01%	854
2022 Q1	$539K	Buy	22,506 +1,376	+7%	+$33.9K	0.01%	848
2021 Q4	$536K	Sell	21,130 -547	-3%	-$13.9K	0.01%	865
2021 Q3	$558K	Buy	21,677 +1,884	+10%	+$48.7K	0.01%	840
2021 Q2	$512K	Buy	+19,793	New	+$513K	0.01%	813

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 Advisors's SPMB Position: Q1 2024 in Review

Cetera Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 4.7% in Q1 2024, selling an estimated $19.1K and leaving 17,781 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Cetera Advisors first reported a position in SPMB in Q2 2021 and has held it in 12 quarters since. The position peaked at $558K in Q3 2021. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

Cetera Advisors held 17,781 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $386K as of Q1 2024.
Cetera Advisors sold 878 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $19.1K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1775 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $558K in Q3 2021.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

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