First Horizon Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

First Horizon 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 Q4	–	Sell	-152	Closed	-$3.16K	–	2450
2023 Q3	$3.16K	Buy	+152	New	+$3.26K	﹤0.01%	1874
2019 Q2	–	Sell	-1,662	Closed	-$42K	–	1635
2019 Q1	$42K	Buy	1,662 +9	+0.5%	+$230	﹤0.01%	565
2018 Q4	$42K	Buy	1,653 +19	+1%	+$476	﹤0.01%	558
2018 Q3	$41K	Buy	+1,634	New	+$41.3K	﹤0.01%	637

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

First Horizon Advisors's SPMB Position: Q4 2023 in Review

First Horizon Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2023, closing a stake of 152 shares — an estimated $3.16K sold.

First Horizon Advisors first reported a position in SPMB in Q3 2018 and held it in 4 quarters. The position peaked at $42K in Q1 2019. 195 funds tracked by Wall St. Rank hold SPMB as of Q4 2023.

First Horizon Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2023 after selling out during the quarter.
First Horizon Advisors sold 152 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2023, an estimated $3.16K.
First Horizon Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2018 and held it in 4 quarters.
First Horizon Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $42K in Q1 2019.
195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.