FAM
SPMB icon

Family Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Family Asset 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
-1,213
Closed -$26.6K – 193
2023
Q2 		$26.6K Sell
1,213
-977
-45% -$21.5K 0.02% 153
2023
Q1 		$48.6K Sell
2,190
-532
-20% -$11.8K 0.04% 132
2022
Q4 		$59.1K Buy
+2,722
New +$58.7K 0.05% 117

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
State Street
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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Asset Management's SPMB Position: Q3 2023 in Review

Family Asset Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 1,213 shares — an estimated $26.6K sold.

Family Asset Management first reported a position in SPMB in Q4 2022 and held it in 3 quarters. The position peaked at $59.1K in Q4 2022. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

  • Family Asset Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Family Asset Management sold 1,213 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $26.6K.
  • Family Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 3 quarters.
  • Family Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $59.1K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on Family Asset Management's 13F filing for Q3 2023, filed 2 Nov 2023.