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AJ Wealth Strategies’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

AJ Wealth Strategies’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
2022
Q4 		– Sell
-61,543
Closed -$1.32M – 330
2022
Q3 		$1.32M Hold
61,543
– – 0.08% 110
2022
Q2 		$1.41M Buy
+61,543
New +$1.42M 0.07% 109

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AJ Wealth Strategies's SPMB Position: Q4 2022 in Review

AJ Wealth Strategies sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2022, closing a stake of 61,543 shares — an estimated $1.32M sold.

AJ Wealth Strategies first reported a position in SPMB in Q2 2022 and held it in 2 quarters. The position peaked at $1.41M in Q2 2022. 162 funds tracked by Wall St. Rank hold SPMB as of Q4 2022.

  • AJ Wealth Strategies reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 61,543 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2022, an estimated $1.32M.
  • AJ Wealth Strategies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2022 and held it in 2 quarters.
  • AJ Wealth Strategies's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.41M in Q2 2022.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.