Corient Private Wealth
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Corient Private Wealth’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-10,642
Closed -$231K – 2386
2024
Q1 		$231K Buy
10,642
+363
+4% +$7.88K ﹤0.01% 2024
2023
Q4 		$227K Sell
10,279
-1
-0% -$21 ﹤0.01% 2005
2023
Q3 		$214K Sell
10,280
-2,276
-18% -$48.8K ﹤0.01% 1888
2023
Q2 		$275K Buy
12,556
+2,277
+22% +$50.2K ﹤0.01% 1740
2023
Q1 		$228K Hold
10,279
– – ﹤0.01% 1737
2022
Q4 		$223K Buy
+10,279
New +$222K ﹤0.01% 1453

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return