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
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 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 $3.38T AUM 44.17% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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

CFS Investment Advisory Services's SPMB Position: Q1 2024 in Review

CFS Investment Advisory Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 11,620 shares — an estimated $256K sold.

CFS Investment Advisory Services first reported a position in SPMB in Q4 2020 and held it in 3 quarters. The position peaked at $256K in Q4 2023. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

CFS Investment Advisory Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 11,620 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $256K.
CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 3 quarters.
CFS Investment Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $256K in Q4 2023.
209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on CFS Investment Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.