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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockbridge Investment Management's SPMB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 147 shares — an estimated $3.25K sold.

Rockbridge Investment Management first reported a position in SPMB in Q2 2020 and held it in 10 quarters. The position peaked at $249K in Q1 2022. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 147 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $3.25K.
  • Rockbridge Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $249K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.