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GoalVest Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

GoalVest Advisory’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
2025
Q1 		– Sell
-35
Closed -$754 – 539
2024
Q4 		$754 Buy
+35
New +$766 ﹤0.01% 366

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

GoalVest Advisory's SPMB Position: Q1 2025 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 35 shares — an estimated $754 sold.

GoalVest Advisory first reported a position in SPMB in Q4 2024 and held it in 1 quarter. The position peaked at $754 in Q4 2024. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • GoalVest Advisory reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 35 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $754.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and held it in 1 quarter.
  • GoalVest Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $754 in Q4 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.