Ameritas Investment Company’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Ameritas Investment Company’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 Q2	–	Sell	-570	Closed	-$15K	–	1421
2020 Q1	$15K	Buy	+570	New	+$15K	﹤0.01%	1097
2019 Q4	–	Sell	-570	Closed	-$15K	–	1422
2019 Q3	$15K	Buy	+570	New	+$14.9K	﹤0.01%	1023
2019 Q1	–	Sell	-1,170	Closed	-$30K	–	1684
2018 Q4	$30K	Buy	+1,170	New	+$29.3K	0.01%	740

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return

UCFA

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

Ameritas Investment Company's SPMB Position: Q2 2020 in Review

Ameritas Investment Company sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2020, closing a stake of 570 shares — an estimated $15K sold.

Ameritas Investment Company first reported a position in SPMB in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2018. 99 funds tracked by Wall St. Rank hold SPMB as of Q2 2020.

Ameritas Investment Company reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 570 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2020, an estimated $15K.
Ameritas Investment Company first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $30K in Q4 2018.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.