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

Bessemer 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
2020 Q4	–	Sell	-35,280	Closed	-$940K	–	1541
2020 Q3	$940K	Hold	35,280	–	–	﹤0.01%	420
2020 Q2	$945K	Sell	35,280 -14,720	-29%	-$394K	﹤0.01%	814
2020 Q1	$1.33M	Hold	50,000	–	–	0.01%	526
2019 Q4	$1.31M	Hold	50,000	–	–	﹤0.01%	687
2019 Q3	$1.31M	Hold	50,000	–	–	﹤0.01%	633
2019 Q2	$1.31M	Buy	+50,000	New	+$1.29M	﹤0.01%	651

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bessemer Group's SPMB Position: Q4 2020 in Review

Bessemer Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2020, closing a stake of 35,280 shares — an estimated $940K sold.

Bessemer Group first reported a position in SPMB in Q2 2019 and held it in 6 quarters. The position peaked at $1.33M in Q1 2020. 113 funds tracked by Wall St. Rank hold SPMB as of Q4 2020.

Bessemer Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2020 after selling out during the quarter.
Bessemer Group sold 35,280 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2020, an estimated $940K.
Bessemer Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and held it in 6 quarters.
Bessemer Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.33M in Q1 2020.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2020.

Based on Bessemer Group's 13F filing for Q4 2020, filed 9 Feb 2021.