Colonial River Investments’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Colonial River Investments’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 Q2	–	Sell	-30,211	Closed	-$724K	–	226
2022 Q1	$724K	Buy	30,211 +5,324	+21%	+$131K	0.42%	72
2021 Q4	$632K	Buy	+24,887	New	+$634K	0.34%	84

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial River Investments's SPMB Position: Q2 2022 in Review

Colonial River Investments sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2022, closing a stake of 30,211 shares — an estimated $724K sold.

Colonial River Investments first reported a position in SPMB in Q4 2021 and held it in 2 quarters. The position peaked at $724K in Q1 2022. 154 funds tracked by Wall St. Rank hold SPMB as of Q2 2022.

Colonial River Investments reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2022 after selling out during the quarter.
Colonial River Investments sold 30,211 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2022, an estimated $724K.
Colonial River Investments first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and held it in 2 quarters.
Colonial River Investments's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $724K in Q1 2022.
154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2022.

Based on Colonial River Investments's 13F filing for Q2 2022, filed 15 Aug 2022.