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

Snider 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 Q2	–	Sell	-9,238	Closed	-$201K	–	64
2024 Q1	$201K	Buy	9,238 +97	+1%	+$2.1K	0.08%	59
2023 Q4	$202K	Buy	+9,141	New	+$192K	0.09%	57
2023 Q3	–	Sell	-9,687	Closed	-$212K	–	61
2023 Q2	$212K	Buy	+9,687	New	+$213K	0.1%	55

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Snider Financial Group's SPMB Position: Q2 2024 in Review

Snider Financial Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2024, closing a stake of 9,238 shares — an estimated $201K sold.

Snider Financial Group first reported a position in SPMB in Q2 2023 and held it in 3 quarters. The position peaked at $212K in Q2 2023. 208 funds tracked by Wall St. Rank hold SPMB as of Q2 2024.

Snider Financial Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2024 after selling out during the quarter.
Snider Financial Group sold 9,238 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2024, an estimated $201K.
Snider Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and held it in 3 quarters.
Snider Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $212K in Q2 2023.
208 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2024.

Based on Snider Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.