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55I LLC’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

55I LLC’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
2020
Q4 		– Sell
-13,690
Closed -$365K – 286
2020
Q3 		$365K Buy
13,690
+1,562
+13% +$41.7K 0.03% 200
2020
Q2 		$325K Buy
+12,128
New +$325K 0.05% 170

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

55I LLC's SPMB Position: Q4 2020 in Review

55I LLC sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2020, closing a stake of 13,690 shares — an estimated $365K sold.

55I LLC first reported a position in SPMB in Q2 2020 and held it in 2 quarters. The position peaked at $365K in Q3 2020. 113 funds tracked by Wall St. Rank hold SPMB as of Q4 2020.

  • 55I LLC reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2020 after selling out during the quarter.
  • 55I LLC sold 13,690 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2020, an estimated $365K.
  • 55I LLC first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 2 quarters.
  • 55I LLC's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $365K in Q3 2020.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2020.

Based on 55I LLC's 13F filing for Q4 2020, filed 16 Feb 2021.