Bridge Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Bridge Advisory’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
2023 Q3	–	Sell	-9,699	Closed	-$213K	–	151
2023 Q2	$213K	Buy	9,699 +420	+5%	+$9.25K	0.08%	125
2023 Q1	$206K	Sell	9,279 -9,765	-51%	-$216K	0.08%	120
2022 Q4	$413K	Sell	19,044 -23,135	-55%	-$499K	0.17%	91
2022 Q3	$905K	Sell	42,179 -18	-0%	-$409	0.44%	56
2022 Q2	$965K	Buy	42,197 +14,997	+55%	+$345K	0.47%	49
2022 Q1	$652K	Buy	+27,200	New	+$669K	0.28%	57

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridge Advisory's SPMB Position: Q3 2023 in Review

Bridge Advisory sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 9,699 shares — an estimated $213K sold.

Bridge Advisory first reported a position in SPMB in Q1 2022 and held it in 6 quarters. The position peaked at $965K in Q2 2022. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

Bridge Advisory reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
Bridge Advisory sold 9,699 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $213K.
Bridge Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and held it in 6 quarters.
Bridge Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $965K in Q2 2022.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on Bridge Advisory's 13F filing for Q3 2023, filed 20 Oct 2023.