Number of Shares
183.66 Mil
Current Holdings Value*
$4.05 Bil
% of Portfolio
8.69%
Total Estimate Gain
$-455.78 Mil
% of Total Estimate Gain
-9.85%

Financial Engines Advisors L.L.C.'s SPDR Portfolio Mortgage Backed Bond ETF Holding Summary

As of 2025-03-31, Financial Engines Advisors L.L.C. held 183.66 Mil shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $4.05 Bil. This investment constitutes 8.69% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 68.86% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.

The initial trade took place in 2021Q2. And since then Financial Engines Advisors L.L.C. has made 14 purchases of SPMB, at an average price of $24.39, for a total of 189.77 Mil shares. In addition, there have been 1 sales at an average price of $22.93 for 6.12 Mil shares. Based on historical transaction data and SPMB's current price of $21.96, Financial Engines Advisors L.L.C.'s estimated gain on his SPMB holdings is $-455.78 Mil, reflecting a -9.85% gain to date.

Financial Engines Advisors L.L.C. SPMB ($21.96) Holding Chart

Financial Engines Advisors L.L.C. SPMB ($21.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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