Sterling Manor Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sterling Manor Financial’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 Q1	–	Sell	-72,875	Closed	-$1.58M	–	69
2022 Q4	$1.58M	Buy	72,875 +14,018	+24%	+$302K	1.76%	11
2022 Q3	$1.26M	Buy	+58,857	New	+$1.34M	1.56%	13
2021 Q1	–	Sell	-148,075	Closed	-$3.91M	–	93
2020 Q4	$3.91M	Buy	+148,075	New	+$3.92M	3.63%	6

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

CIM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Sterling Manor Financial's SPMB Position: Q1 2023 in Review

Sterling Manor Financial sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2023, closing a stake of 72,875 shares — an estimated $1.58M sold.

Sterling Manor Financial first reported a position in SPMB in Q4 2020 and held it in 3 quarters. The position peaked at $3.91M in Q4 2020. 167 funds tracked by Wall St. Rank hold SPMB as of Q1 2023.

Sterling Manor Financial reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2023 after selling out during the quarter.
Sterling Manor Financial sold 72,875 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2023, an estimated $1.58M.
Sterling Manor Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 3 quarters.
Sterling Manor Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.91M in Q4 2020.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2023.

Based on Sterling Manor Financial's 13F filing for Q1 2023, filed 6 Apr 2023.