SWM
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Sugarloaf Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sugarloaf Wealth 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
2023
Q1 		– Sell
-20,039
Closed -$435K – 774
2022
Q4 		$435K Buy
+20,039
New +$432K 0.11% 82

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sugarloaf Wealth Management's SPMB Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2023, closing a stake of 20,039 shares — an estimated $435K sold.

Sugarloaf Wealth Management first reported a position in SPMB in Q4 2022 and held it in 1 quarter. The position peaked at $435K in Q4 2022. 167 funds tracked by Wall St. Rank hold SPMB as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 20,039 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2023, an estimated $435K.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $435K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.