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Capitol Family Office’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Capitol Family Office’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
2022
Q1 		– Sell
-504,340
Closed -$12.8M – 24
2021
Q4 		$12.8M Buy
+504,340
New +$12.9M 8.78% 4

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capitol Family Office's SPMB Position: Q1 2022 in Review

Capitol Family Office sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2022, closing a stake of 504,340 shares — an estimated $12.8M sold.

Capitol Family Office first reported a position in SPMB in Q4 2021 and held it in 1 quarter. The position peaked at $12.8M in Q4 2021. 161 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

  • Capitol Family Office reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Capitol Family Office sold 504,340 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2022, an estimated $12.8M.
  • Capitol Family Office first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and held it in 1 quarter.
  • Capitol Family Office's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $12.8M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on Capitol Family Office's 13F filing for Q1 2022, filed 18 Apr 2022.