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

Plante Moran 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
2025
Q1 		– Sell
-54
Closed -$1.16K – 951
2024
Q4 		$1.16K Hold
54
– – ﹤0.01% 811
2024
Q3 		$1.22K Buy
+54
New +$1.2K ﹤0.01% 768

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Plante Moran Financial Advisors's SPMB Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 54 shares — an estimated $1.16K sold.

Plante Moran Financial Advisors first reported a position in SPMB in Q3 2024 and held it in 2 quarters. The position peaked at $1.22K in Q3 2024. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 54 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $1.16K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.22K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.