Simplex Trading
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Simplex Trading’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Simplex Trading’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 		– Sell
-24,109
Closed -$520K – 9516
2024
Q2 		$520K Buy
24,109
+10,389
+76% +$222K ﹤0.01% 3627
2024
Q1 		$297K Buy
+13,720
New +$298K ﹤0.01% 4405

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Simplex Trading's SPMB Position: Q3 2024 in Review

Simplex Trading sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2024, closing a stake of 24,109 shares — an estimated $520K sold.

Simplex Trading first reported a position in SPMB in Q1 2024 and held it in 2 quarters. The position peaked at $520K in Q2 2024. 210 funds tracked by Wall St. Rank hold SPMB as of Q3 2024.

  • Simplex Trading reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 24,109 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2024, an estimated $520K.
  • Simplex Trading first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 2 quarters.
  • Simplex Trading's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $520K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.