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Avidian Wealth Enterprises’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Avidian Wealth Enterprises’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
-60,428
Closed -$1.61M – 341
2020
Q3 		$1.61M Buy
60,428
+23,116
+62% +$617K 0.18% 81
2020
Q2 		$1M Buy
+37,312
New +$999K 0.13% 90

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

Avidian Wealth Enterprises's SPMB Position: Q4 2020 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2020, closing a stake of 60,428 shares — an estimated $1.61M sold.

Avidian Wealth Enterprises first reported a position in SPMB in Q2 2020 and held it in 2 quarters. The position peaked at $1.61M in Q3 2020. 113 funds tracked by Wall St. Rank hold SPMB as of Q4 2020.

  • Avidian Wealth Enterprises reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 60,428 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2020, an estimated $1.61M.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 2 quarters.
  • Avidian Wealth Enterprises's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.61M 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 Avidian Wealth Enterprises's 13F filing for Q4 2020, filed 9 Feb 2021.