Goldstone Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Goldstone Financial Group’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	-58,260	Closed	-$1.26M	–	216
2024 Q4	$1.26M	Buy	58,260 +25,996	+81%	+$569K	0.2%	76
2024 Q3	$727K	Buy	32,264 +4,787	+17%	+$106K	0.13%	98
2024 Q2	$593K	Sell	27,477 -5,368	-16%	-$115K	0.12%	102
2024 Q1	$713K	Buy	32,845 +6,860	+26%	+$149K	0.16%	90
2023 Q4	$573K	Buy	25,985 +7,648	+42%	+$161K	0.15%	95
2023 Q3	$381K	Buy	18,337 +1,785	+11%	+$38.2K	0.11%	103
2023 Q2	$363K	Buy	16,552 +5,188	+46%	+$114K	0.11%	108
2023 Q1	$252K	Buy	+11,364	New	+$251K	0.08%	129

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Goldstone Financial Group's SPMB Position: Q1 2025 in Review

Goldstone Financial Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 58,260 shares — an estimated $1.26M sold.

Goldstone Financial Group first reported a position in SPMB in Q1 2023 and held it in 8 quarters. The position peaked at $1.26M in Q4 2024. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

Goldstone Financial Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
Goldstone Financial Group sold 58,260 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $1.26M.
Goldstone Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and held it in 8 quarters.
Goldstone Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.26M 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 Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.