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Vectors Research Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Vectors Research Management’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
-11,528
Closed -$254K – 143
2023
Q4 		$254K Sell
11,528
-2,382
-17% -$50.1K 0.07% 127
2023
Q3 		$289K Sell
13,910
-3,049
-18% -$65.3K 0.09% 113
2023
Q2 		$372K Sell
16,959
-4,653
-22% -$103K 0.11% 114
2023
Q1 		$479K Sell
21,612
-411
-2% -$9.09K 0.12% 105
2022
Q4 		$478K Sell
22,023
-205
-0.9% -$4.42K 0.12% 104
2022
Q3 		$477K Sell
22,228
-277
-1% -$6.29K 0.13% 103
2022
Q2 		$514K Sell
22,505
-447
-2% -$10.3K 0.13% 107
2022
Q1 		$550K Sell
22,952
-508
-2% -$12.5K 0.12% 111
2021
Q4 		$595K Sell
23,460
-726
-3% -$18.5K 0.13% 115
2021
Q3 		$622K Sell
24,186
-1,558
-6% -$40.3K 0.15% 107
2021
Q2 		$666K Sell
25,744
-10,625
-29% -$275K 0.17% 104
2021
Q1 		$943K Sell
36,369
-15,122
-29% -$397K 0.26% 81
2020
Q4 		$1.36M Sell
51,491
-37,411
-42% -$991K 0.42% 55
2020
Q3 		$2.37M Sell
88,902
-539
-0.6% -$14.4K 0.87% 31
2020
Q2 		$2.4M Buy
89,441
+3,767
+4% +$101K 0.95% 26
2020
Q1 		$2.29M Sell
85,674
-6,821
-7% -$179K 1.09% 24
2019
Q4 		$2.42M Buy
92,495
+64,577
+231% +$1.69M 0.97% 28
2019
Q3 		$733K Buy
+27,918
New +$731K 0.36% 55

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

Vectors Research Management's SPMB Position: Q1 2024 in Review

Vectors Research Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2024, closing a stake of 11,528 shares — an estimated $254K sold.

Vectors Research Management first reported a position in SPMB in Q3 2019 and held it in 18 quarters. The position peaked at $2.42M in Q4 2019. 209 funds tracked by Wall St. Rank hold SPMB as of Q1 2024.

  • Vectors Research Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vectors Research Management sold 11,528 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2024, an estimated $254K.
  • Vectors Research Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and held it in 18 quarters.
  • Vectors Research Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.42M in Q4 2019.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2024.

Based on Vectors Research Management's 13F filing for Q1 2024, filed 15 May 2024.