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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023
Q1 		– Sell
-11,161
Closed -$242K – 205
2022
Q4 		$242K Buy
+11,161
New +$241K 0.01% 183

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPMB Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2023, closing a stake of 11,161 shares — an estimated $242K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPMB in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 167 funds tracked by Wall St. Rank hold SPMB as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,161 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2023, an estimated $242K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $242K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.