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Matrix Private Capital Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Matrix Private Capital 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
2022
Q4 		– Sell
-2
Closed – – 204
2022
Q3 		$0 Hold
2
– – ﹤0.01% 240
2022
Q2 		$0 Buy
+2
New +$46 ﹤0.01% 258

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matrix Private Capital Group's SPMB Position: Q4 2022 in Review

Matrix Private Capital Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2022, closing a stake of 2 shares.

Matrix Private Capital Group first reported a position in SPMB in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 163 funds tracked by Wall St. Rank hold SPMB as of Q4 2022.

  • Matrix Private Capital Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Matrix Private Capital Group sold 2 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2022.
  • Matrix Private Capital Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2022 and held it in 2 quarters.
  • Matrix Private Capital Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $0 in Q3 2022.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2022.

Based on Matrix Private Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.