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

Element Wealth’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
-2,239
Closed -$54K – 205
2022
Q1 		$54K Hold
2,239
– – 0.04% 153
2021
Q4 		$57K Hold
2,239
– – 0.04% 136
2021
Q3 		$58K Hold
2,239
– – 0.05% 127
2021
Q2 		$58K Hold
2,239
– – 0.05% 123
2021
Q1 		$58K Buy
+2,239
New +$58.8K 0.05% 123

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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Element Wealth's SPMB Position: Q2 2022 in Review

Element Wealth sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2022, closing a stake of 2,239 shares — an estimated $54K sold.

Element Wealth first reported a position in SPMB in Q1 2021 and held it in 5 quarters. The position peaked at $58K in Q3 2021. 154 funds tracked by Wall St. Rank hold SPMB as of Q2 2022.

  • Element Wealth reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Element Wealth sold 2,239 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2022, an estimated $54K.
  • Element Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and held it in 5 quarters.
  • Element Wealth's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $58K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2022.

Based on Element Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.