DI
SPMB icon

Disciplined Investments’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Disciplined Investments’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
-7,611
Closed -$167K – 1339
2023
Q2 		$167K Sell
7,611
-5,548
-42% -$122K 0.09% 123
2023
Q1 		$292K Sell
13,159
-5,485
-29% -$121K 0.12% 116
2022
Q4 		$405K Buy
18,644
+130
+0.7% +$2.8K 0.2% 83
2022
Q3 		$397K Buy
18,514
+5,043
+37% +$115K 0.18% 94
2022
Q2 		$308K Buy
13,471
+256
+2% +$5.89K 0.14% 106
2022
Q1 		$317K Buy
+13,215
New +$325K 0.13% 105
2020
Q2 		– Sell
-346
Closed -$9K – 440
2020
Q1 		$9K Buy
+346
New +$9.09K 0.01% 280

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
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
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
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return