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Triad Wealth Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Triad Wealth 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
Q3 		– Sell
-10,419
Closed -$225K – 781
2024
Q2 		$225K Buy
+10,419
New +$223K 0.12% 86

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

Triad Wealth Partners's SPMB Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2024, closing a stake of 10,419 shares — an estimated $225K sold.

Triad Wealth Partners first reported a position in SPMB in Q2 2024 and held it in 1 quarter. The position peaked at $225K in Q2 2024. 210 funds tracked by Wall St. Rank hold SPMB as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 10,419 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2024, an estimated $225K.
  • Triad Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $225K 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 Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.