IWM
SPMB icon

IHT Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

IHT Wealth 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
-68,598
Closed -$1.5M – 1024
2023
Q2 		$1.5M Buy
+68,598
New +$1.51M 0.08% 244
2022
Q1 		– Sell
-10,332
Closed -$262K – 842
2021
Q4 		$262K Sell
10,332
-1,115
-10% -$28.4K 0.02% 661
2021
Q3 		$294K Buy
11,447
+309
+3% +$7.98K 0.02% 595
2021
Q2 		$288K Buy
11,138
+52
+0.5% +$1.35K 0.02% 735
2021
Q1 		$287K Buy
11,086
+214
+2% +$5.62K 0.02% 649
2020
Q4 		$287K Sell
10,872
-235
-2% -$6.23K 0.02% 578
2020
Q3 		$296K Buy
11,107
+330
+3% +$8.81K 0.03% 484
2020
Q2 		$289K Buy
+10,777
New +$289K 0.04% 424
2018
Q2 		– Sell
-1,665
Closed -$43K – 1216
2018
Q1 		$43K Hold
1,665
– – 0.01% 727
2017
Q4 		$43K Hold
1,665
– – 0.01% 742
2017
Q3 		$44K Sell
1,665
-233
-12% -$6.13K 0.02% 556
2017
Q2 		$494K Buy
1,898
+1,782
+1,536% +$47K 0.24% 103
2017
Q1 		$6K Sell
116
-1,549
-93% -$40.7K ﹤0.01% 932
2016
Q4 		$44K Buy
+1,665
New +$44.4K 0.03% 415

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
State Street
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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management's SPMB Position: Q3 2023 in Review

IHT Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 68,598 shares — an estimated $1.5M sold.

IHT Wealth Management first reported a position in SPMB in Q4 2016 and held it in 14 quarters. The position peaked at $1.5M in Q2 2023. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

  • IHT Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 68,598 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $1.5M.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2016 and held it in 14 quarters.
  • IHT Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.5M in Q2 2023.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.