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

Barber Financial 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
Q2 		– Sell
-14,031
Closed -$362K – 150
2019
Q1 		$362K Buy
+14,031
New +$359K 0.07% 92

Other funds holding SPMB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
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
CWM
Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Barber Financial Group's SPMB Position: Q2 2019 in Review

Barber Financial Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2019, closing a stake of 14,031 shares — an estimated $362K sold.

Barber Financial Group first reported a position in SPMB in Q1 2019 and held it in 1 quarter. The position peaked at $362K in Q1 2019. 56 funds tracked by Wall St. Rank hold SPMB as of Q2 2019.

  • Barber Financial Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Barber Financial Group sold 14,031 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2019, an estimated $362K.
  • Barber Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2019 and held it in 1 quarter.
  • Barber Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $362K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2019.

Based on Barber Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.