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

Financial Gravity 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	-22	Closed	-$5.27K	–	1713
2023 Q2	$5.27K	Buy	+22	New	+$485	0.01%	464
2023 Q1	–	Sell	-22	Closed	-$41.5K	–	1596
2022 Q4	$41.5K	Buy	+22	New	+$475	0.22%	66

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's SPMB Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 22 shares — an estimated $5.27K sold.

Financial Gravity Asset Management first reported a position in SPMB in Q4 2022 and held it in 2 quarters. The position peaked at $41.5K in Q4 2022. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

Financial Gravity Asset Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 22 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $5.27K.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 2 quarters.
Financial Gravity Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $41.5K 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 Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.