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Cary Street Partners Investment Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Cary Street Partners Investment 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
Q4 		– Sell
-117
Closed -$2.43K – 1652
2023
Q3 		$2.43K Buy
+117
New +$2.51K ﹤0.01% 1629

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPMB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2023, closing a stake of 117 shares — an estimated $2.43K sold.

Cary Street Partners Investment Advisory first reported a position in SPMB in Q3 2023 and held it in 1 quarter. The position peaked at $2.43K in Q3 2023. 195 funds tracked by Wall St. Rank hold SPMB as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 117 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2023, an estimated $2.43K.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.43K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.