Jim Simons’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Jim Simons’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	–	Sell	-10,538	Closed	-$237K	–	3895
2024 Q3	$237K	Buy	+10,538	New	+$234K	﹤0.01%	3067
2022 Q3	–	Sell	-45,100	Closed	-$1.03M	–	4382
2022 Q2	$1.03M	Buy	45,100 +34,800	+338%	+$801K	﹤0.01%	2696
2022 Q1	$247K	Sell	10,300 -639	-6%	-$15.7K	﹤0.01%	3556
2021 Q4	$278K	Sell	10,939 -23,750	-68%	-$605K	﹤0.01%	3373
2021 Q3	$892K	Buy	+34,689	New	+$896K	﹤0.01%	2612
2021 Q1	–	Sell	-49,702	Closed	-$1.31M	–	3682
2020 Q4	$1.31M	Buy	+49,702	New	+$1.32M	﹤0.01%	2361

Other funds holding SPMB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Jim Simons's SPMB Position: Q4 2024 in Review

Jim Simons sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2024, closing a stake of 10,538 shares — an estimated $237K sold.

Jim Simons first reported a position in SPMB in Q4 2020 and held it in 6 quarters. The position peaked at $1.31M in Q4 2020. 224 funds tracked by Wall St. Rank hold SPMB as of Q4 2024.

Jim Simons reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2024 after selling out during the quarter.
Jim Simons sold 10,538 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2024, an estimated $237K.
Jim Simons first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 6 quarters.
Jim Simons's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.31M in Q4 2020.
224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.