Leading Edge Financial Planning’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Leading Edge Financial Planning’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	-64,414	Closed	-$1.34M	–	70
2023 Q3	$1.34M	Sell	64,414 -13,146	-17%	-$282K	0.86%	18
2023 Q2	$1.7M	Buy	77,560 +2,931	+4%	+$64.6K	1.11%	13
2023 Q1	$1.66M	Buy	74,629 +9,584	+15%	+$212K	1.2%	15
2022 Q4	$1.41M	Buy	+65,045	New	+$1.4M	1.22%	15

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 $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Leading Edge Financial Planning's SPMB Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2023, closing a stake of 64,414 shares — an estimated $1.34M sold.

Leading Edge Financial Planning first reported a position in SPMB in Q4 2022 and held it in 4 quarters. The position peaked at $1.7M in Q2 2023. 195 funds tracked by Wall St. Rank hold SPMB as of Q4 2023.

Leading Edge Financial Planning reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2023 after selling out during the quarter.
Leading Edge Financial Planning sold 64,414 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2023, an estimated $1.34M.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 4 quarters.
Leading Edge Financial Planning's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.7M 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 Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.