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

Elmwood 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
2020 Q2	–	Sell	-6,250	Closed	-$160K	–	330
2020 Q1	$160K	Buy	+6,250	New	+$164K	0.15%	95
2019 Q1	–	Sell	-6,250	Closed	-$159K	–	301
2018 Q4	$159K	Hold	6,250	–	–	0.15%	93
2018 Q3	$158K	Hold	6,250	–	–	0.13%	100
2018 Q2	$158K	Hold	6,250	–	–	0.14%	97
2018 Q1	$160K	Buy	+6,250	New	+$160K	0.15%	95

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Elmwood Wealth Management's SPMB Position: Q2 2020 in Review

Elmwood Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2020, closing a stake of 6,250 shares — an estimated $160K sold.

Elmwood Wealth Management first reported a position in SPMB in Q1 2018 and held it in 5 quarters. The position peaked at $160K in Q1 2020. 99 funds tracked by Wall St. Rank hold SPMB as of Q2 2020.

Elmwood Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 6,250 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2020, an estimated $160K.
Elmwood Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2018 and held it in 5 quarters.
Elmwood Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $160K in Q1 2020.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.