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Forum Financial Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Forum Financial Management’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
-359,515
Closed -$7.81M – 759
2024
Q1 		$7.81M Buy
+359,515
New +$7.8M 0.13% 43

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

Forum Financial Management's SPMB Position: Q2 2024 in Review

Forum Financial Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2024, closing a stake of 359,515 shares — an estimated $7.81M sold.

Forum Financial Management first reported a position in SPMB in Q1 2024 and held it in 1 quarter. The position peaked at $7.81M in Q1 2024. 208 funds tracked by Wall St. Rank hold SPMB as of Q2 2024.

  • Forum Financial Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 359,515 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2024, an estimated $7.81M.
  • Forum Financial Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.81M in Q1 2024.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.