OLVIG
SPMB icon

Oliver Lagore Vanvalin Investment Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-410
Closed -$9.05K – 817
2023
Q4 		$9.05K Sell
410
-678
-62% -$14.3K ﹤0.01% 424
2023
Q3 		$22.6K Sell
1,088
-761
-41% -$16.3K 0.01% 330
2023
Q2 		$40.5K Buy
+1,849
New +$40.7K 0.01% 271

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

Oliver Lagore Vanvalin Investment Group's SPMB Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 410 shares — an estimated $9.05K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SPMB in Q2 2023 and held it in 3 quarters. The position peaked at $40.5K in Q2 2023. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 410 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $9.05K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $40.5K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.