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Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Tennessee Valley Asset Management Partners’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
-2,976
Closed -$65.7K – 661
2023
Q4 		$65.7K Buy
+2,976
New +$62.6K 0.01% 207

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TC
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State Street
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CIM
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Bank of America
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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

Tennessee Valley Asset Management Partners's SPMB Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 2,976 shares — an estimated $65.7K sold.

Tennessee Valley Asset Management Partners first reported a position in SPMB in Q4 2023 and held it in 1 quarter. The position peaked at $65.7K in Q4 2023. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 2,976 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $65.7K.
  • Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $65.7K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.