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Impact Partnership Wealth’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-171
Closed -$3.56K – 1068
2023
Q3 		$3.56K Sell
171
-2,046
-92% -$43.8K ﹤0.01% 739
2023
Q2 		$48.6K Buy
+2,217
New +$48.8K 0.02% 260

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Impact Partnership Wealth's SPMB Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2023, closing a stake of 171 shares — an estimated $3.56K sold.

Impact Partnership Wealth first reported a position in SPMB in Q2 2023 and held it in 2 quarters. The position peaked at $48.6K in Q2 2023. 195 funds tracked by Wall St. Rank hold SPMB as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 171 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2023, an estimated $3.56K.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $48.6K in Q2 2023.
  • 195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.