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IndexIQ Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$2.1M Sell
87,608
-140,450
-62% -$3.46M 0.07% 223
2021
Q4 		$5.79M Buy
228,058
+201,584
+761% +$5.14M 0.19% 88
2021
Q3 		$680K Buy
26,474
+12,561
+90% +$325K 0.02% 391
2021
Q2 		$360K Buy
+13,913
New +$360K 0.01% 881
2021
Q1 		– Sell
-14,701
Closed -$388K – 1302
2020
Q4 		$388K Buy
14,701
+4,402
+43% +$117K 0.01% 506
2020
Q3 		$274K Sell
10,299
-62,101
-86% -$1.66M 0.01% 451
2020
Q2 		$1.94M Buy
72,400
+2,765
+4% +$74.1K 0.09% 174
2020
Q1 		$1.86M Buy
69,635
+43,393
+165% +$1.14M 0.09% 177
2019
Q4 		$685K Sell
26,242
-6,475
-20% -$170K 0.02% 397
2019
Q3 		$860K Buy
32,717
+16,625
+103% +$435K 0.03% 405
2019
Q2 		$420K Buy
16,092
+7,457
+86% +$193K 0.01% 489
2019
Q1 		$223K Sell
8,635
-9,028
-51% -$231K 0.01% 538
2018
Q4 		$449K Sell
17,663
-33,196
-65% -$832K 0.01% 490
2018
Q3 		$1.28M Sell
50,859
-1,113,910
-96% -$28.2M 0.04% 418
2018
Q2 		$29.6M Buy
1,164,769
+609,870
+110% +$15.5M 0.91% 19
2018
Q1 		$14.2M Sell
554,899
-291,810
-34% -$7.48M 0.46% 41
2017
Q4 		$22M Buy
+846,709
New +$22.1M 0.81% 25
2017
Q3 		– Sell
-482,876
Closed -$12.7M – 547
2017
Q2 		$12.7M Buy
482,876
+192,576
+66% +$5.08M 0.61% 42
2017
Q1 		$7.64M Sell
290,300
-187,759
-39% -$4.93M 0.4% 40
2016
Q4 		$12.6M Sell
478,059
-1,249,459
-72% -$33.3M 0.63% 26
2016
Q3 		$46.9M Buy
1,727,518
+942,542
+120% +$25.6M 2.31% 11
2016
Q2 		$21.4M Buy
+784,976
New +$21.3M 1.24% 19

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $18.2B AUM 22.02% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IndexIQ Advisors's SPMB Position: Q1 2022 in Review

IndexIQ Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 62% in Q1 2022, selling an estimated $3.46M and leaving 87,608 shares worth $2.1M. The position accounts for 0.07% of the portfolio, ranked #223.

IndexIQ Advisors first reported a position in SPMB in Q2 2016 and has held it in 22 quarters since. The position peaked at $46.9M in Q3 2016. 160 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

  • IndexIQ Advisors held 87,608 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.1M as of Q1 2022.
  • IndexIQ Advisors sold 140,450 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2022, an estimated $3.46M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.07% of IndexIQ Advisors's portfolio in Q1 2022, its #223 holding.
  • IndexIQ Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2016 and has held it in 22 quarters since.
  • IndexIQ Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $46.9M in Q3 2016.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.