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

Halpern Financial’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
Q1 		– Sell
-519
Closed -$13.6K – 190
2019
Q4 		$13.6K Buy
+519
New +$13.6K 0.01% 102

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Halpern Financial's SPMB Position: Q1 2020 in Review

Halpern Financial sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2020, closing a stake of 519 shares — an estimated $13.6K sold.

Halpern Financial first reported a position in SPMB in Q4 2019 and held it in 1 quarter. The position peaked at $13.6K in Q4 2019. 88 funds tracked by Wall St. Rank hold SPMB as of Q1 2020.

  • Halpern Financial reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 519 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2020, an estimated $13.6K.
  • Halpern Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $13.6K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.