Advisor Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Advisor Group’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
2019 Q4	$100K	Buy	3,842 +842	+28%	+$22.1K	﹤0.01%	2941
2019 Q3	$79K	Hold	3,000	–	–	﹤0.01%	3072
2019 Q2	$78K	Buy	3,000 +800	+36%	+$20.7K	﹤0.01%	3050
2019 Q1	$57K	Hold	2,200	–	–	﹤0.01%	3286
2018 Q4	$56K	Buy	2,200 +1,674	+318%	+$41.9K	﹤0.01%	3105
2018 Q3	$13K	Hold	526	–	–	﹤0.01%	4134
2018 Q2	$13K	Hold	526	–	–	﹤0.01%	3948
2018 Q1	$13K	Buy	+526	New	+$13.5K	﹤0.01%	3933

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CWM

Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Advisor Group's SPMB Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 28% in Q4 2019, buying an estimated $22.1K and bringing the position to 3,842 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Advisor Group first reported a position in SPMB in Q1 2018 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold SPMB as of Q4 2019.

Advisor Group held 3,842 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $100K as of Q4 2019.
Advisor Group bought 842 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2019, an estimated $22.1K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2941 holding.
Advisor Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2018 and has held it in 8 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.