CWM
SPMB icon

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

Cornerstone 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
2022
Q3 		– Sell
-27,311
Closed -$624K – 459
2022
Q2 		$624K Buy
27,311
+1,413
+5% +$32.5K 0.07% 226
2022
Q1 		$621K Sell
25,898
-42,725
-62% -$1.05M 0.06% 241
2021
Q4 		$1.75M Buy
68,623
+106
+0.2% +$2.7K 0.17% 126
2021
Q3 		$1.76M Buy
68,517
+2,483
+4% +$64.1K 0.19% 121
2021
Q2 		$1.71M Buy
66,034
+3,305
+5% +$85.6K 0.18% 119
2021
Q1 		$1.63M Buy
62,729
+37,744
+151% +$990K 0.19% 114
2020
Q4 		$660K Buy
24,985
+901
+4% +$23.9K 0.08% 206
2020
Q3 		$642K Buy
24,084
+1,184
+5% +$31.6K 0.1% 188
2020
Q2 		$613K Sell
22,900
-7,972
-26% -$214K 0.1% 187
2020
Q1 		$824K Buy
30,872
+303
+1% +$7.96K 0.16% 126
2019
Q4 		$798K Buy
30,569
+3,428
+13% +$89.8K 0.13% 152
2019
Q3 		$713K Buy
27,141
+2,965
+12% +$77.6K 0.13% 163
2019
Q2 		$633K Sell
24,176
-2,575
-10% -$66.5K 0.11% 184
2019
Q1 		$281K Buy
26,751
+950
+4% +$24.3K 0.03% 403
2018
Q4 		$655K Buy
+25,801
New +$646K 0.14% 154
2018
Q1 		$533K Buy
20,841
+1,170
+6% +$30K 0.1% 196
2017
Q4 		$512K Hold
19,671
– – 0.1% 208
2017
Q3 		$516K Buy
19,671
+2,850
+17% +$75K 0.11% 196
2017
Q2 		$441K Buy
16,821
+8,540
+103% +$225K 0.1% 205
2017
Q1 		$219K Buy
+8,281
New +$217K 0.05% 313

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $544M AUM 40.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 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 $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Management's SPMB Position: Q3 2022 in Review

Cornerstone Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2022, closing a stake of 27,311 shares — an estimated $624K sold.

Cornerstone Wealth Management first reported a position in SPMB in Q1 2017 and held it in 20 quarters. The position peaked at $1.76M in Q3 2021. 154 funds tracked by Wall St. Rank hold SPMB as of Q3 2022.

  • Cornerstone Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 27,311 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2022, an estimated $624K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2017 and held it in 20 quarters.
  • Cornerstone Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.76M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.