Avantax Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-9,610	Closed	-$244K	–	1354
2021 Q4	$244K	Sell	9,610 -591	-6%	-$15.1K	﹤0.01%	1077
2021 Q3	$253K	Sell	10,201 -28,133	-73%	-$727K	﹤0.01%	1000
2021 Q2	$977K	Buy	38,334 +26,931	+236%	+$698K	0.02%	481
2021 Q1	$295K	Sell	11,403 -1,859	-14%	-$48.8K	0.01%	814
2020 Q4	$348K	Buy	13,262 +592	+5%	+$15.7K	0.01%	669
2020 Q3	$335K	Buy	12,670 +550	+5%	+$14.7K	0.01%	973
2020 Q2	$322K	Sell	12,120 -11,708	-49%	-$314K	0.01%	610
2020 Q1	$635K	Buy	23,828 +1,152	+5%	+$30.3K	0.02%	386
2019 Q4	$593K	Buy	22,676 +12,051	+113%	+$316K	0.01%	433
2019 Q3	$279K	Sell	10,625 -615	-5%	-$16.1K	0.01%	456
2019 Q2	$294K	Buy	+11,240	New	+$290K	0.01%	402

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avantax Advisory Services's SPMB Position: Q1 2022 in Review

Avantax Advisory Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2022, closing a stake of 9,610 shares — an estimated $244K sold.

Avantax Advisory Services first reported a position in SPMB in Q2 2019 and held it in 11 quarters. The position peaked at $977K in Q2 2021. 160 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

Avantax Advisory Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 9,610 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2022, an estimated $244K.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and held it in 11 quarters.
Avantax Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $977K in Q2 2021.
160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.