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CA
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
Shares
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
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$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
TC
TownSquare Capital
Provo, Utah
$444M AUM
24.03%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
$1.37T AUM
24.88%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38.1B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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