Koshinski Asset Management
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Koshinski Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Koshinski Asset 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
-13,316
Closed -$292K – 625
2023
Q2 		$292K Buy
13,316
+1,096
+9% +$24.1K 0.03% 463
2023
Q1 		$271K Buy
12,220
+18
+0.1% +$398 0.03% 444
2022
Q4 		$265K Buy
+12,202
New +$263K 0.03% 487
2022
Q2 		– Sell
-1,327
Closed -$31.8K – 1783
2022
Q1 		$31.8K Buy
+1,327
New +$32.7K ﹤0.01% 1268
2021
Q4 		– Sell
-740
Closed -$19K – 2239
2021
Q3 		$19K Buy
+740
New +$19.1K ﹤0.01% 1478

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
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
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
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return