KWA
SPMB icon

Kingswood Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Kingswood Wealth Advisors’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
-11,662
Closed -$263K – 891
2024
Q3 		$263K Sell
11,662
-10,961
-48% -$243K 0.02% 610
2024
Q2 		$488K Buy
+22,623
New +$484K 0.04% 401

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 $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
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

Kingswood Wealth Advisors's SPMB Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2024, closing a stake of 11,662 shares — an estimated $263K sold.

Kingswood Wealth Advisors first reported a position in SPMB in Q2 2024 and held it in 2 quarters. The position peaked at $488K in Q2 2024. 224 funds tracked by Wall St. Rank hold SPMB as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,662 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2024, an estimated $263K.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $488K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.