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Sunbelt Securities’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sunbelt Securities’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
-242
Closed -$5.22K – 1895
2024
Q2 		$5.22K Hold
242
– – ﹤0.01% 1388
2024
Q1 		$5.26K Hold
242
– – ﹤0.01% 1354
2023
Q4 		$5.34K Hold
242
– – ﹤0.01% 1296
2023
Q3 		$5.03K Hold
242
– – ﹤0.01% 1307
2023
Q2 		$5.3K Hold
242
– – ﹤0.01% 1311
2023
Q1 		$5.35K Buy
+242
New +$5.35K ﹤0.01% 1281

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

Sunbelt Securities's SPMB Position: Q3 2024 in Review

Sunbelt Securities sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2024, closing a stake of 242 shares — an estimated $5.22K sold.

Sunbelt Securities first reported a position in SPMB in Q1 2023 and held it in 6 quarters. The position peaked at $5.35K in Q1 2023. 210 funds tracked by Wall St. Rank hold SPMB as of Q3 2024.

  • Sunbelt Securities reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sunbelt Securities sold 242 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2024, an estimated $5.22K.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and held it in 6 quarters.
  • Sunbelt Securities's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.35K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.