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

Goelzer 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
Q1 		– Sell
-140,529
Closed -$3.05M – 236
2022
Q4 		$3.05M Buy
+140,529
New +$3.03M 0.26% 102

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Goelzer Investment Management's SPMB Position: Q1 2023 in Review

Goelzer Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2023, closing a stake of 140,529 shares — an estimated $3.05M sold.

Goelzer Investment Management first reported a position in SPMB in Q4 2022 and held it in 1 quarter. The position peaked at $3.05M in Q4 2022. 167 funds tracked by Wall St. Rank hold SPMB as of Q1 2023.

  • Goelzer Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Goelzer Investment Management sold 140,529 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2023, an estimated $3.05M.
  • Goelzer Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 1 quarter.
  • Goelzer Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.05M in Q4 2022.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2023.

Based on Goelzer Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.