EWM
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Empirical Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Empirical Wealth Management’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
-17,072
Closed -$374K – 494
2023
Q2 		$374K Buy
+17,072
New +$376K 0.02% 345

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

Empirical Wealth Management's SPMB Position: Q3 2023 in Review

Empirical Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 17,072 shares — an estimated $374K sold.

Empirical Wealth Management first reported a position in SPMB in Q2 2023 and held it in 1 quarter. The position peaked at $374K in Q2 2023. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

  • Empirical Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 17,072 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $374K.
  • Empirical Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and held it in 1 quarter.
  • Empirical Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $374K in Q2 2023.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.