American Portfolios Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

American Portfolios Advisors’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 Q3	$83.8K	Buy	3,906 +6	+0.2%	+$136	﹤0.01%	1453
2022 Q2	$89.1K	Sell	3,900 -2,164	-36%	-$49.8K	﹤0.01%	1462
2022 Q1	$145K	Sell	6,064 -34	-0.6%	-$837	0.01%	1328
2021 Q4	$155K	Buy	6,098 +1,079	+21%	+$27.5K	0.01%	1290
2021 Q3	$129K	Buy	5,019 +1,693	+51%	+$43.7K	﹤0.01%	1336
2021 Q2	$86K	Buy	+3,326	New	+$86.2K	﹤0.01%	1479
2019 Q3	–	Sell	-454	Closed	-$11.9K	–	2897
2019 Q2	$11.9K	Buy	+454	New	+$11.7K	﹤0.01%	1850

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's SPMB Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.15% in Q3 2022, buying an estimated $136 and bringing the position to 3,906 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

American Portfolios Advisors first reported a position in SPMB in Q2 2019 and has held it in 7 quarters since. The position peaked at $155K in Q4 2021. 155 funds tracked by Wall St. Rank hold SPMB as of Q3 2022.

American Portfolios Advisors held 3,906 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $83.8K as of Q3 2022.
American Portfolios Advisors bought 6 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2022, an estimated $136.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1453 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and has held it in 7 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $155K in Q4 2021.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.