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Baystate Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Baystate Wealth Management’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
2021
Q1 		– Sell
-1,742
Closed -$46K – 822
2020
Q4 		$46K Buy
+1,742
New +$46.2K 0.01% 256

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Baystate Wealth Management's SPMB Position: Q1 2021 in Review

Baystate Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2021, closing a stake of 1,742 shares — an estimated $46K sold.

Baystate Wealth Management first reported a position in SPMB in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 121 funds tracked by Wall St. Rank hold SPMB as of Q1 2021.

  • Baystate Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 1,742 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2021, an estimated $46K.
  • Baystate Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 1 quarter.
  • Baystate Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $46K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.