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Capital Analysts LLC’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-174
Closed -$4K – 1074
2022
Q4 		$4K Buy
+174
New +$3.75K ﹤0.01% 941
2021
Q3 		– Sell
-44
Closed -$1K – 1030
2021
Q2 		$1K Hold
44
– – ﹤0.01% 923
2021
Q1 		$1K Sell
44
-447
-91% -$11.7K ﹤0.01% 1037
2020
Q4 		$13K Buy
491
+44
+10% +$1.17K ﹤0.01% 550
2020
Q3 		$12K Buy
+447
New +$11.9K ﹤0.01% 571

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return