Simplicity Solutions’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-31,639	Closed	-$693K	–	1080
2023 Q2	$693K	Buy	+31,639	New	+$697K	0.02%	569
2021 Q1	–	Sell	-168,204	Closed	-$4.44M	–	911
2020 Q4	$4.44M	Buy	168,204 +16,742	+11%	+$444K	0.07%	251
2020 Q3	$4.04M	Buy	151,462 +5,083	+3%	+$136K	0.07%	222
2020 Q2	$3.92M	Buy	146,379 +82,088	+128%	+$2.2M	0.08%	205
2020 Q1	$1.72M	Buy	64,291 +23,042	+56%	+$605K	0.05%	241
2019 Q4	$1.08M	Buy	41,249 +17,267	+72%	+$452K	0.03%	376
2019 Q3	$630K	Buy	+23,982	New	+$628K	0.03%	380

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return

ZIG

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

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

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

Simplicity Solutions's SPMB Position: Q3 2023 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 31,639 shares — an estimated $693K sold.

Simplicity Solutions first reported a position in SPMB in Q3 2019 and held it in 7 quarters. The position peaked at $4.44M in Q4 2020. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

Simplicity Solutions reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 31,639 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $693K.
Simplicity Solutions first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and held it in 7 quarters.
Simplicity Solutions's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.44M in Q4 2020.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.