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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Professional Financial Advisors's SPMB Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2022, closing a stake of 357 shares — an estimated $8K sold.

Professional Financial Advisors first reported a position in SPMB in Q3 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 162 funds tracked by Wall St. Rank hold SPMB as of Q4 2022.

Professional Financial Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 357 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2022, an estimated $8K.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $9K in Q4 2021.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.