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

Flagship Private 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
2021
Q3 		– Sell
-450
Closed -$11.6K – 264
2021
Q2 		$11.6K Hold
450
– – 0.01% 223
2021
Q1 		$11.7K Hold
450
– – 0.01% 209
2020
Q4 		$11.9K Buy
+450
New +$11.9K 0.01% 214

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

Flagship Private Wealth's SPMB Position: Q3 2021 in Review

Flagship Private Wealth sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2021, closing a stake of 450 shares — an estimated $11.6K sold.

Flagship Private Wealth first reported a position in SPMB in Q4 2020 and held it in 3 quarters. The position peaked at $11.9K in Q4 2020. 132 funds tracked by Wall St. Rank hold SPMB as of Q3 2021.

  • Flagship Private Wealth reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 450 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2021, an estimated $11.6K.
  • Flagship Private Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $11.9K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.