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

Tortoise 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
2022 Q1	–	Sell	-516	Closed	-$13K	–	695
2021 Q4	$13K	Hold	516	–	–	﹤0.01%	456
2021 Q3	$13K	Hold	516	–	–	﹤0.01%	443
2021 Q2	$13K	Hold	516	–	–	﹤0.01%	439
2021 Q1	$13K	Hold	516	–	–	﹤0.01%	414
2020 Q4	$14K	Hold	516	–	–	﹤0.01%	372
2020 Q3	$14K	Hold	516	–	–	﹤0.01%	348
2020 Q2	$14K	Buy	+516	New	+$13.8K	﹤0.01%	338

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's SPMB Position: Q1 2022 in Review

Tortoise Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2022, closing a stake of 516 shares — an estimated $13K sold.

Tortoise Investment Management first reported a position in SPMB in Q2 2020 and held it in 7 quarters. The position peaked at $14K in Q4 2020. 160 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

Tortoise Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2022 after selling out during the quarter.
Tortoise Investment Management sold 516 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2022, an estimated $13K.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 7 quarters.
Tortoise Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $14K in Q4 2020.
160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on Tortoise Investment Management's 13F filing for Q1 2022, filed 6 May 2022.