Kistler-Tiffany Companies’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Kistler-Tiffany Companies’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	-1,583	Closed	-$35.1K	–	908
2023 Q1	$35.1K	Hold	1,583	–	–	0.01%	472
2022 Q4	$34.4K	Hold	1,583	–	–	0.01%	461
2022 Q3	$34K	Hold	1,583	–	–	0.01%	428
2022 Q2	$36K	Hold	1,583	–	–	0.01%	416
2022 Q1	$38K	Buy	+1,583	New	+$39K	0.01%	424

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

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

Kistler-Tiffany Companies's SPMB Position: Q2 2023 in Review

Kistler-Tiffany Companies sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2023, closing a stake of 1,583 shares — an estimated $35.1K sold.

Kistler-Tiffany Companies first reported a position in SPMB in Q1 2022 and held it in 5 quarters. The position peaked at $38K in Q1 2022. 178 funds tracked by Wall St. Rank hold SPMB as of Q2 2023.

Kistler-Tiffany Companies reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 1,583 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2023, an estimated $35.1K.
Kistler-Tiffany Companies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and held it in 5 quarters.
Kistler-Tiffany Companies's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $38K in Q1 2022.
178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.