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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Freedom Investment Management's SPMB Position: Q2 2023 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2023, closing a stake of 25,803 shares — an estimated $572K sold.

Freedom Investment Management first reported a position in SPMB in Q1 2021 and held it in 9 quarters. The position peaked at $1.07M in Q2 2021. 177 funds tracked by Wall St. Rank hold SPMB as of Q2 2023.

Freedom Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 25,803 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2023, an estimated $572K.
Freedom Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and held it in 9 quarters.
Freedom Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.07M in Q2 2021.
177 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.