Eldridge Investment Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Eldridge Investment Advisors’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	-11,425	Closed	-$250K	–	150
2023 Q2	$250K	Sell	11,425 -2,618	-19%	-$57.7K	0.08%	124
2023 Q1	$311K	Sell	14,043 -54	-0.4%	-$1.19K	0.11%	109
2022 Q4	$306K	Sell	14,097 -16,555	-54%	-$357K	0.11%	107
2022 Q3	$657K	Buy	30,652 +17,297	+130%	+$393K	0.25%	64
2022 Q2	$305K	Sell	13,355 -271	-2%	-$6.24K	0.11%	100
2022 Q1	$326K	Buy	+13,626	New	+$335K	0.11%	98

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eldridge Investment Advisors's SPMB Position: Q3 2023 in Review

Eldridge Investment Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 11,425 shares — an estimated $250K sold.

Eldridge Investment Advisors first reported a position in SPMB in Q1 2022 and held it in 6 quarters. The position peaked at $657K in Q3 2022. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

Eldridge Investment Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 11,425 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $250K.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and held it in 6 quarters.
Eldridge Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $657K in Q3 2022.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on Eldridge Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.