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Strategic Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Strategic Asset 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 		$8K Buy
322
+2
+0.6% +$45 0.01% 411
2022
Q2 		$7K Sell
320
-41
-11% -$944 0.01% 448
2022
Q1 		$9K Buy
361
+44
+14% +$1.08K 0.01% 406
2021
Q4 		$8K Buy
317
+2
+0.6% +$51 0.01% 404
2021
Q3 		$8K Buy
+315
New +$8.14K 0.01% 368

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $444M AUM 24.03% 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 $777B AUM 61.18% 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 $12.7B AUM 53.57% 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 $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Asset Management's SPMB Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.63% in Q3 2022, buying an estimated $45 and bringing the position to 322 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #411.

Strategic Asset Management first reported a position in SPMB in Q3 2021 and has held it in 5 quarters since. The position peaked at $9K in Q1 2022. 155 funds tracked by Wall St. Rank hold SPMB as of Q3 2022.

  • Strategic Asset Management held 322 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $8K as of Q3 2022.
  • Strategic Asset Management bought 2 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2022, an estimated $45.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #411 holding.
  • Strategic Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $9K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.