FIM
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Freedom Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Freedom Investment 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
Q2 		– Sell
-25,803
Closed -$572K – 769
2023
Q1 		$572K Sell
25,803
-6,159
-19% -$136K 0.06% 366
2022
Q4 		$694K Sell
31,962
-487
-2% -$10.5K 0.08% 324
2022
Q3 		$696K Sell
32,449
-4,995
-13% -$113K 0.08% 323
2022
Q2 		$856K Sell
37,444
-2,253
-6% -$51.9K 0.09% 290
2022
Q1 		$951K Sell
39,697
-1,542
-4% -$37.9K 0.09% 305
2021
Q4 		$1.05M Buy
41,239
+4,086
+11% +$104K 0.08% 333
2021
Q3 		$956K Sell
37,153
-4,261
-10% -$110K 0.07% 327
2021
Q2 		$1.07M Buy
41,414
+9,445
+30% +$245K 0.08% 310
2021
Q1 		$829K Buy
+31,969
New +$839K 0.06% 359

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