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

Cedar 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
2020 Q3	–	Sell	-42	Closed	-$1K	–	226
2020 Q2	$1K	Sell	42 -11,557	-100%	-$310K	﹤0.01%	213
2020 Q1	$310K	Sell	11,599 -4,582	-28%	-$120K	0.21%	58
2019 Q4	$422K	Sell	16,181 -537	-3%	-$14.1K	0.25%	46
2019 Q3	$439K	Buy	16,718 +8,378	+100%	+$219K	0.29%	32
2019 Q2	$218K	Buy	8,340 +1,981	+31%	+$51.2K	0.14%	56
2019 Q1	$164K	Buy	6,359 +6,259	+6,259%	+$160K	0.1%	60
2018 Q4	$3K	Buy	100 +91	+1,011%	+$2.28K	﹤0.01%	154
2018 Q3	$0	Buy	+9	New	+$228	﹤0.01%	217

Other funds holding SPMB

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cedar Wealth Management's SPMB Position: Q3 2020 in Review

Cedar Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2020, closing a stake of 42 shares — an estimated $1K sold.

Cedar Wealth Management first reported a position in SPMB in Q3 2018 and held it in 8 quarters. The position peaked at $439K in Q3 2019. 99 funds tracked by Wall St. Rank hold SPMB as of Q3 2020.

Cedar Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2020 after selling out during the quarter.
Cedar Wealth Management sold 42 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2020, an estimated $1K.
Cedar Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2018 and held it in 8 quarters.
Cedar Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $439K in Q3 2019.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2020.

Based on Cedar Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.