Andrew C. Karlinski’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Andrew C. Karlinski’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	-34,422	Closed	-$738K	–	201
2022 Q3	$738K	Sell	34,422 -1,193	-3%	-$27.1K	1.12%	27
2022 Q2	$814K	Buy	35,615 +7,616	+27%	+$175K	1.2%	28
2022 Q1	$671K	Sell	27,999 -313	-1%	-$7.7K	1.22%	22
2021 Q4	$719K	Buy	+28,312	New	+$722K	1.32%	21

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andrew C. Karlinski's SPMB Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2022, closing a stake of 34,422 shares — an estimated $738K sold.

Andrew C. Karlinski first reported a position in SPMB in Q4 2021 and held it in 4 quarters. The position peaked at $814K in Q2 2022. 163 funds tracked by Wall St. Rank hold SPMB as of Q4 2022.

Andrew C. Karlinski reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 34,422 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2022, an estimated $738K.
Andrew C. Karlinski first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $814K in Q2 2022.
163 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.