PIM
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Penobscot Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Penobscot 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
2022
Q3 		– Sell
-20,720
Closed -$473K – 226
2022
Q2 		$473K Sell
20,720
-24,600
-54% -$566K 0.08% 157
2022
Q1 		$1.09M Sell
45,320
-52,790
-54% -$1.3M 0.16% 124
2021
Q4 		$2.49M Sell
98,110
-25,910
-21% -$660K 0.34% 78
2021
Q3 		$3.19M Sell
124,020
-7,360
-6% -$190K 0.47% 62
2021
Q2 		$3.4M Buy
131,380
+35,770
+37% +$927K 0.5% 56
2021
Q1 		$2.48M Buy
+95,610
New +$2.51M 0.39% 66

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return