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CFS Investment Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

CFS Investment Advisory Services’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
-11,620
Closed -$256K – 158
2023
Q4 		$256K Buy
+11,620
New +$244K 0.05% 139
2022
Q4 		– Sell
-183,611
Closed -$8.46M – 246
2022
Q3 		$8.46M Buy
+183,611
New +$4.17M 1.95% 10
2022
Q2 		– Sell
-164,645
Closed -$27K – 497
2022
Q1 		$27K Buy
+164,645
New +$4.05M 0.12% 91
2021
Q4 		– Sell
-8,855
Closed -$228K – 225
2021
Q3 		$228K Buy
+8,855
New +$229K 0.03% 188
2020
Q4 		$240K Buy
+9,100
New +$241K 0.04% 167

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return