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Rockbridge Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Rockbridge Investment Management’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
-147
Closed -$3.25K – 545
2023
Q4 		$3.25K Buy
+147
New +$3.09K ﹤0.01% 513
2022
Q3 		– Sell
-633
Closed -$14.5K – 521
2022
Q2 		$14.5K Sell
633
-9,820
-94% -$226K ﹤0.01% 332
2022
Q1 		$249K Buy
10,453
+10,040
+2,431% +$247K 0.04% 137
2021
Q4 		$10K Buy
413
+217
+111% +$5.53K ﹤0.01% 573
2021
Q3 		$5K Sell
196
-1,065
-84% -$27.5K ﹤0.01% 618
2021
Q2 		$33K Hold
1,261
– – 0.01% 372
2021
Q1 		$33K Hold
1,261
– – 0.01% 347
2020
Q4 		$33K Hold
1,261
– – 0.01% 340
2020
Q3 		$34K Hold
1,261
– – 0.01% 314
2020
Q2 		$34K Buy
+1,261
New +$33.8K 0.01% 273

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