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Peterson Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Peterson Financial 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
Q3 		$376 Buy
+17
New +$378 ﹤0.01% 416

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Peterson Financial Group's SPMB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2024: 17 shares worth $376. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings.

210 funds tracked by Wall St. Rank hold SPMB as of Q3 2024.

  • Peterson Financial Group held 17 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $376 as of Q3 2024.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #416 holding.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.