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Professional Financial Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Professional Financial Advisors’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
-357
Closed -$8K – 393
2022
Q3 		$8K Buy
357
+3
+0.8% +$68 ﹤0.01% 315
2022
Q2 		$8K Buy
354
+2
+0.6% +$46 ﹤0.01% 325
2022
Q1 		$8K Buy
352
+2
+0.6% +$49 ﹤0.01% 338
2021
Q4 		$9K Buy
350
+2
+0.6% +$51 ﹤0.01% 332
2021
Q3 		$9K Buy
348
+3
+0.9% +$78 0.01% 277
2021
Q2 		$9K Buy
345
+2
+0.6% +$52 0.01% 285
2021
Q1 		$9K Buy
343
+1
+0.3% +$26 0.01% 251
2020
Q4 		$9K Buy
342
+2
+0.6% +$53 0.01% 252
2020
Q3 		$9K Buy
+340
New +$9.08K 0.01% 232

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