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IWM
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
Shares
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
$494
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
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
TC
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
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
ZIG
Zurich Insurance Group
Zurich, Switzerland
$12.7B AUM
53.57%
1-Year Est. Return
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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