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Carmichael Hill & Associates’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Carmichael Hill & Associates’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
-1,129
Closed -$24K – 838
2022
Q3 		$24K Buy
+1,129
New +$25.7K 0.01% 444

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

Carmichael Hill & Associates's SPMB Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2022, closing a stake of 1,129 shares — an estimated $24K sold.

Carmichael Hill & Associates first reported a position in SPMB in Q3 2022 and held it in 1 quarter. The position peaked at $24K in Q3 2022. 162 funds tracked by Wall St. Rank hold SPMB as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 1,129 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2022, an estimated $24K.
  • Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $24K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.