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Bay Colony Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-76
Closed -$2K – 800
2018
Q2 		$2K Buy
+76
New +$1.93K ﹤0.01% 871

Other funds holding SPMB

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Bay Colony Advisors's SPMB Position: Q3 2018 in Review

Bay Colony Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2018, closing a stake of 76 shares — an estimated $2K sold.

Bay Colony Advisors first reported a position in SPMB in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 38 funds tracked by Wall St. Rank hold SPMB as of Q3 2018.

  • Bay Colony Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 76 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2018, an estimated $2K.
  • Bay Colony Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.