Truist Financial
SPMB icon

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

Truist Financial’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
-22,899
Closed -$505K – 2729
2023
Q4 		$505K Buy
+22,899
New +$481K ﹤0.01% 1959
2022
Q4 		– Sell
-9,821
Closed -$211K – 2671
2022
Q3 		$211K Buy
+9,821
New +$223K ﹤0.01% 2279

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial's SPMB Position: Q1 2024 in Review

Truist Financial sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 22,899 shares — an estimated $505K sold.

Truist Financial first reported a position in SPMB in Q3 2022 and held it in 2 quarters. The position peaked at $505K in Q4 2023. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

  • Truist Financial reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 22,899 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $505K.
  • Truist Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and held it in 2 quarters.
  • Truist Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $505K 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 Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.