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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management's SPMB Position: Q3 2023 in Review

Koshinski Asset Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 13,316 shares — an estimated $292K sold.

Koshinski Asset Management first reported a position in SPMB in Q3 2021 and held it in 5 quarters. The position peaked at $292K in Q2 2023. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

Koshinski Asset Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
Koshinski Asset Management sold 13,316 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $292K.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and held it in 5 quarters.
Koshinski Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $292K 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 Koshinski Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.