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Hilltop Holdings’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Hilltop Holdings’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
Q4 		– Sell
-16,597
Closed -$427K – 643
2021
Q3 		$427K Sell
16,597
-3,173
-16% -$82K 0.05% 377
2021
Q2 		$511K Sell
19,770
-200
-1% -$5.18K 0.06% 325
2021
Q1 		$518K Buy
19,970
+668
+3% +$17.5K 0.07% 278
2020
Q4 		$510K Sell
19,302
-11,850
-38% -$314K 0.07% 253
2020
Q3 		$830K Buy
31,152
+3,657
+13% +$97.6K 0.14% 152
2020
Q2 		$737K Buy
27,495
+1,349
+5% +$36.1K 0.14% 163
2020
Q1 		$698K Buy
26,146
+2,262
+9% +$59.4K 0.17% 130
2019
Q4 		$624K Buy
23,884
+7,664
+47% +$201K 0.12% 178
2019
Q3 		$426K Buy
16,220
+3,029
+23% +$79.3K 0.08% 234
2019
Q2 		$345K Sell
13,191
-52
-0.4% -$1.34K 0.07% 250
2019
Q1 		$342K Hold
13,243
– – 0.07% 259
2018
Q4 		$337K Sell
13,243
-3,921
-23% -$98.2K 0.08% 228
2018
Q3 		$433K Sell
17,164
-1,460
-8% -$36.9K 0.09% 259
2018
Q2 		$472K Sell
18,624
-11,433
-38% -$290K 0.1% 218
2018
Q1 		$771K Buy
+30,057
New +$770K 0.13% 173

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hilltop Holdings's SPMB Position: Q4 2021 in Review

Hilltop Holdings sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2021, closing a stake of 16,597 shares — an estimated $427K sold.

Hilltop Holdings first reported a position in SPMB in Q1 2018 and held it in 15 quarters. The position peaked at $830K in Q3 2020. 150 funds tracked by Wall St. Rank hold SPMB as of Q4 2021.

  • Hilltop Holdings reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Hilltop Holdings sold 16,597 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2021, an estimated $427K.
  • Hilltop Holdings first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2018 and held it in 15 quarters.
  • Hilltop Holdings's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $830K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2021.

Based on Hilltop Holdings's 13F filing for Q4 2021, filed 14 Feb 2022.