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Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-641
Closed -$13.8K – 547
2024
Q4 		$13.8K Buy
641
+8
+1% +$175 ﹤0.01% 429
2024
Q3 		$14.3K Buy
633
+6
+1% +$133 ﹤0.01% 373
2024
Q2 		$13.5K Buy
627
+5
+0.8% +$107 ﹤0.01% 359
2024
Q1 		$13.5K Sell
622
-862
-58% -$18.7K ﹤0.01% 377
2023
Q4 		$32.8K Buy
+1,484
New +$31.2K 0.01% 333

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 $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
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

Guardian Wealth Advisors (North Carolina)'s SPMB Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 641 shares — an estimated $13.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPMB in Q4 2023 and held it in 5 quarters. The position peaked at $32.8K in Q4 2023. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 641 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $13.8K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 5 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $32.8K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.