FMP
SPMB icon

Financial Management Professionals’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Financial Management Professionals’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
2021
Q3 		– Sell
-198
Closed -$5K – 1037
2021
Q2 		$5K Buy
+198
New +$5.13K ﹤0.01% 529

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Management Professionals's SPMB Position: Q3 2021 in Review

Financial Management Professionals sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2021, closing a stake of 198 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in SPMB in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 132 funds tracked by Wall St. Rank hold SPMB as of Q3 2021.

  • Financial Management Professionals reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Management Professionals sold 198 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2021, an estimated $5K.
  • Financial Management Professionals first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and held it in 1 quarter.
  • Financial Management Professionals's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2021.

Based on Financial Management Professionals's 13F filing for Q3 2021, filed 2 Nov 2021.