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Carter Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Carter Financial Group’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
Q1 		$247K Buy
+10,329
New +$254K 0.33% 45

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
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carter Financial Group's SPMB Position: Q1 2022 in Review

Carter Financial Group opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2022: 10,329 shares worth $247K. The stake represents 0.33% of the portfolio and ranks #45 among its holdings.

160 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

  • Carter Financial Group held 10,329 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $247K as of Q1 2022.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Carter Financial Group position in Q1 2022.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.33% of Carter Financial Group's portfolio in Q1 2022, its #45 holding.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.