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Stadion Money Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Stadion Money 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
-198,520
Closed -$4.54M – 25
2022
Q2 		$4.54M Sell
198,520
-8,700
-4% -$200K 0.37% 25
2022
Q1 		$4.96M Sell
207,220
-20,305
-9% -$500K 0.28% 29
2021
Q4 		$5.78M Sell
227,525
-35,500
-13% -$905K 0.3% 25
2021
Q3 		$6.76M Sell
263,025
-18,953
-7% -$490K 0.45% 21
2021
Q2 		$7.29M Buy
281,978
+10,000
+4% +$259K 0.37% 24
2021
Q1 		$7.05M Sell
271,978
-8,419
-3% -$221K 0.32% 34
2020
Q4 		$7.41M Sell
280,397
-51,015
-15% -$1.35M 0.27% 38
2020
Q3 		$8.83M Buy
331,412
+12,680
+4% +$338K 0.35% 40
2020
Q2 		$8.54M Buy
318,732
+10,795
+4% +$289K 0.35% 35
2020
Q1 		$8.22M Sell
307,937
-40,650
-12% -$1.07M 0.48% 28
2019
Q4 		$9.1M Sell
348,587
-11,030
-3% -$289K 0.33% 37
2019
Q3 		$9.45M Buy
359,617
+8,700
+2% +$228K 0.35% 39
2019
Q2 		$9.17M Buy
350,917
+12,500
+4% +$323K 0.32% 39
2019
Q1 		$8.74M Sell
338,417
-93,356
-22% -$2.39M 0.31% 39
2018
Q4 		$11M Sell
431,773
-116,740
-21% -$2.92M 0.48% 40
2018
Q3 		$13.8M Buy
548,513
+66,124
+14% +$1.67M 0.51% 34
2018
Q2 		$12.2M Buy
482,389
+4,861
+1% +$123K 0.44% 36
2018
Q1 		$12.2M Buy
477,528
+72,566
+18% +$1.86M 0.43% 35
2017
Q4 		$10.5M Buy
404,962
+45,910
+13% +$1.2M 0.34% 36
2017
Q3 		$9.45M Buy
359,052
+68,479
+24% +$1.8M 0.31% 41
2017
Q2 		$7.64M Buy
290,573
+75,172
+35% +$1.98M 0.26% 41
2017
Q1 		$5.67M Buy
215,401
+73,308
+52% +$1.93M 0.18% 48
2016
Q4 		$3.73M Buy
142,093
+99,345
+232% +$2.65M 0.12% 49
2016
Q3 		$1.16M Buy
+42,748
New +$1.16M 0.04% 105

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $544M AUM 40.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 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 $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stadion Money Management's SPMB Position: Q3 2022 in Review

Stadion Money Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2022, closing a stake of 198,520 shares — an estimated $4.54M sold.

Stadion Money Management first reported a position in SPMB in Q3 2016 and held it in 24 quarters. The position peaked at $13.8M in Q3 2018. 154 funds tracked by Wall St. Rank hold SPMB as of Q3 2022.

  • Stadion Money Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stadion Money Management sold 198,520 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2022, an estimated $4.54M.
  • Stadion Money Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2016 and held it in 24 quarters.
  • Stadion Money Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $13.8M in Q3 2018.
  • 154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2022.

Based on Stadion Money Management's 13F filing for Q3 2022, filed 14 Nov 2022.