RPGK
SPMB icon

Retirement Planning Group (Kansas)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Retirement Planning Group (Kansas)’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
-10,348
Closed -$230K – 169
2023
Q1 		$230K Buy
+10,348
New +$229K 0.02% 132

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
State Street
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SPMB Position: Q2 2023 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2023, closing a stake of 10,348 shares — an estimated $230K sold.

Retirement Planning Group (Kansas) first reported a position in SPMB in Q1 2023 and held it in 1 quarter. The position peaked at $230K in Q1 2023. 178 funds tracked by Wall St. Rank hold SPMB as of Q2 2023.

  • Retirement Planning Group (Kansas) reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 10,348 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2023, an estimated $230K.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $230K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2023, filed 24 Jul 2023.