New York Life Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

New York Life Investment 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 Q2	–	Sell	-10,469	Closed	-$232K	–	1349
2023 Q1	$232K	Sell	10,469 -1,146	-10%	-$25.3K	﹤0.01%	1182
2022 Q4	$252K	Sell	11,615 -8,287	-42%	-$179K	﹤0.01%	1149
2022 Q3	$427K	Buy	19,902 +441	+2%	+$10K	0.01%	881
2022 Q2	$444K	Buy	+19,461	New	+$448K	0.01%	809

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's SPMB Position: Q2 2023 in Review

New York Life Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2023, closing a stake of 10,469 shares — an estimated $232K sold.

New York Life Investment Management first reported a position in SPMB in Q2 2022 and held it in 4 quarters. The position peaked at $444K in Q2 2022. 178 funds tracked by Wall St. Rank hold SPMB as of Q2 2023.

New York Life Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 10,469 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2023, an estimated $232K.
New York Life Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $444K in Q2 2022.
178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.