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Diligent Investors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Diligent Investors’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
Q1 		– Sell
-10,053
Closed -$255K – 287
2021
Q4 		$255K Hold
10,053
– – 0.07% 220
2021
Q3 		$260K Hold
10,053
– – 0.09% 193
2021
Q2 		$260K Hold
10,053
– – 0.09% 194
2021
Q1 		$261K Hold
10,053
– – 0.1% 185
2020
Q4 		$266K Hold
10,053
– – 0.11% 166
2020
Q3 		$268K Buy
+10,053
New +$268K 0.12% 150

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $444M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $16.3B AUM 16.34% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return