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TD Ameritrade Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-330,905
Closed -$7.25M – 416
2023
Q2 		$7.25M Sell
330,905
-22,754
-6% -$501K 0.08% 73
2023
Q1 		$7.84M Sell
353,659
-12,389
-3% -$274K 0.08% 75
2022
Q4 		$7.94M Buy
366,048
+10,513
+3% +$227K 0.08% 76
2022
Q3 		$7.63M Buy
355,535
+133,909
+60% +$3.04M 0.08% 79
2022
Q2 		$5.06M Sell
221,626
-146,390
-40% -$3.37M 0.05% 83
2022
Q1 		$8.82M Buy
368,016
+364,154
+9,429% +$8.96M 0.07% 79
2021
Q4 		$98K Sell
3,862
-794
-17% -$20.2K ﹤0.01% 296
2021
Q3 		$124K Buy
4,656
+800
+21% +$20.7K ﹤0.01% 242
2021
Q2 		$100K Sell
3,856
-808
-17% -$20.9K ﹤0.01% 281
2021
Q1 		$123K Hold
4,664
– – ﹤0.01% 252
2020
Q4 		$123K Buy
4,664
+8
+0.2% +$212 ﹤0.01% 252
2020
Q3 		$124K Sell
4,656
-511
-10% -$13.6K ﹤0.01% 242
2020
Q2 		$138K Sell
5,167
-1,019
-16% -$27.3K ﹤0.01% 227
2020
Q1 		$165K Sell
6,186
-98
-2% -$2.58K ﹤0.01% 206
2019
Q4 		$164K Buy
6,284
+94
+2% +$2.46K ﹤0.01% 210
2019
Q3 		$163K Hold
6,190
– – ﹤0.01% 191
2019
Q2 		$162K Sell
6,190
-900
-13% -$23.3K ﹤0.01% 189
2019
Q1 		$183K Sell
7,090
-448
-6% -$11.4K ﹤0.01% 184
2018
Q4 		$192K Buy
+7,538
New +$189K ﹤0.01% 159

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Ameritrade Investment Management's SPMB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 330,905 shares — an estimated $7.25M sold.

TD Ameritrade Investment Management first reported a position in SPMB in Q4 2018 and held it in 19 quarters. The position peaked at $8.82M in Q1 2022. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 330,905 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $7.25M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.82M in Q1 2022.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.