M1FG
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Mach-1 Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Mach-1 Financial Group’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
-100
Closed -$2.22M – 324
2023
Q1 		$2.22M Buy
+100
New +$2.21K 0.01% 223
2022
Q4 		– Sell
-100
Closed -$2K – 414
2022
Q3 		$2K Hold
100
– – ﹤0.01% 348
2022
Q2 		$2K Buy
+100
New +$2.3K ﹤0.01% 364

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

Mach-1 Financial Group's SPMB Position: Q2 2023 in Review

Mach-1 Financial Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2023, closing a stake of 100 shares — an estimated $2.22M sold.

Mach-1 Financial Group first reported a position in SPMB in Q2 2022 and held it in 3 quarters. The position peaked at $2.22M in Q1 2023. 178 funds tracked by Wall St. Rank hold SPMB as of Q2 2023.

  • Mach-1 Financial Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 100 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2023, an estimated $2.22M.
  • Mach-1 Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.22M in Q1 2023.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.