Credit Suisse’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Credit Suisse’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
2018 Q3	–	Sell	-10,198	Closed	-$259K	–	3967
2018 Q2	$259K	Buy	+10,198	New	+$258K	﹤0.01%	3676
2016 Q1	–	Sell	-152,105	Closed	-$4.08M	–	4268
2015 Q4	$4.08M	Buy	152,105 +123,545	+433%	+$3.33M	﹤0.01%	1743
2015 Q3	$774K	Buy	+28,560	New	+$772K	﹤0.01%	3064

Other funds holding SPMB

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

CWM

Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Credit Suisse's SPMB Position: Q3 2018 in Review

Credit Suisse sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2018, closing a stake of 10,198 shares — an estimated $259K sold.

Credit Suisse first reported a position in SPMB in Q3 2015 and held it in 3 quarters. The position peaked at $4.08M in Q4 2015. 38 funds tracked by Wall St. Rank hold SPMB as of Q3 2018.

Credit Suisse reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2018 after selling out during the quarter.
Credit Suisse sold 10,198 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2018, an estimated $259K.
Credit Suisse first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2015 and held it in 3 quarters.
Credit Suisse's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.08M in Q4 2015.
38 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2018.

Based on Credit Suisse's 13F filing for Q3 2018, filed 13 Nov 2018.