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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$136K Sell
6,327
-32,261
-84% -$706K 0.1% 131
2024
Q3 		$869K Buy
38,588
+731
+2% +$16.2K 0.25% 88
2024
Q2 		$816K Buy
37,857
+11,544
+44% +$247K 0.23% 98
2024
Q1 		$572K Buy
26,313
+1,549
+6% +$33.6K 0.17% 120
2023
Q4 		$546K Sell
24,764
-3,342
-12% -$70.3K 0.18% 108
2023
Q3 		$585K Buy
+28,106
New +$602K 0.21% 94
2023
Q1 		$104K Buy
+4,668
New +$103K 0.04% 300
2022
Q4 		– Sell
-869
Closed -$18K – 1022
2022
Q3 		$18K Buy
+869
New +$19.7K 0.01% 603

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPMB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 84% in Q4 2024, selling an estimated $706K and leaving 6,327 shares worth $136K. The position accounts for 0.1% of the portfolio, ranked #131.

Householder Group Estate & Retirement Specialist first reported a position in SPMB in Q3 2022 and has held it in 8 quarters since. The position peaked at $869K in Q3 2024. 224 funds tracked by Wall St. Rank hold SPMB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 6,327 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $136K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 32,261 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2024, an estimated $706K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #131 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $869K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.