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Biltmore Capital Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Biltmore Capital 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
2021
Q4 		$2.65M Buy
+104,201
New +$2.66M 0.44% 40

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Biltmore Capital Advisors's SPMB Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2021: 104,201 shares worth $2.65M. The stake represents 0.44% of the portfolio and ranks #40 among its holdings.

150 funds tracked by Wall St. Rank hold SPMB as of Q4 2021.

  • Biltmore Capital Advisors held 104,201 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.65M as of Q4 2021.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Biltmore Capital Advisors position in Q4 2021.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.44% of Biltmore Capital Advisors's portfolio in Q4 2021, its #40 holding.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.