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Centaurus Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Centaurus Financial’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
2019
Q3 		– Sell
-7,291
Closed -$191K – 569
2019
Q2 		$191K Buy
+7,291
New +$188K 0.03% 437

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CWM
Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Centaurus Financial's SPMB Position: Q3 2019 in Review

Centaurus Financial sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2019, closing a stake of 7,291 shares — an estimated $191K sold.

Centaurus Financial first reported a position in SPMB in Q2 2019 and held it in 1 quarter. The position peaked at $191K in Q2 2019. 67 funds tracked by Wall St. Rank hold SPMB as of Q3 2019.

  • Centaurus Financial reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Centaurus Financial sold 7,291 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2019, an estimated $191K.
  • Centaurus Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and held it in 1 quarter.
  • Centaurus Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $191K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2019.

Based on Centaurus Financial's 13F filing for Q3 2019, filed 12 Nov 2019.