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Northwest Financial Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Northwest Financial 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
Q1 		– Sell
-1,072
Closed -$23.7K – 456
2023
Q4 		$23.7K Buy
+1,072
New +$22.5K 0.02% 284

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwest Financial Advisors's SPMB Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 1,072 shares — an estimated $23.7K sold.

Northwest Financial Advisors first reported a position in SPMB in Q4 2023 and held it in 1 quarter. The position peaked at $23.7K in Q4 2023. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,072 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $23.7K.
  • Northwest Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $23.7K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.