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 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

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

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

ZIG

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Diligent Investors's SPMB Position: Q1 2022 in Review

Diligent Investors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2022, closing a stake of 10,053 shares — an estimated $255K sold.

Diligent Investors first reported a position in SPMB in Q3 2020 and held it in 6 quarters. The position peaked at $268K in Q3 2020. 160 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

Diligent Investors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2022 after selling out during the quarter.
Diligent Investors sold 10,053 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2022, an estimated $255K.
Diligent Investors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2020 and held it in 6 quarters.
Diligent Investors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $268K in Q3 2020.
160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on Diligent Investors's 13F filing for Q1 2022, filed 26 Apr 2022.