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WealthPLAN Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

WealthPLAN Partners’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
-441
Closed -$9.66K – 1046
2023
Q2 		$9.66K Sell
441
-2,299
-84% -$50.7K ﹤0.01% 797
2023
Q1 		$60.8K Buy
+2,740
New +$60.6K 0.01% 517

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 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
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's SPMB Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2023, closing a stake of 441 shares — an estimated $9.66K sold.

WealthPLAN Partners first reported a position in SPMB in Q1 2023 and held it in 2 quarters. The position peaked at $60.8K in Q1 2023. 171 funds tracked by Wall St. Rank hold SPMB as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 441 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2023, an estimated $9.66K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $60.8K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.