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International Assets Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

International Assets Investment Management’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
Q2 		– Sell
-146,101
Closed -$7.86M – 1696
2021
Q1 		$7.86M Buy
146,101
+74,647
+104% +$1.96M 0.72% 19
2020
Q4 		$3.83M Sell
71,454
-13,992
-16% -$371K 0.7% 20
2020
Q3 		$4.29M Buy
+85,446
New +$2.28M 1.07% 15

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

International Assets Investment Management's SPMB Position: Q2 2021 in Review

International Assets Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2021, closing a stake of 146,101 shares — an estimated $7.86M sold.

International Assets Investment Management first reported a position in SPMB in Q3 2020 and held it in 3 quarters. The position peaked at $7.86M in Q1 2021. 132 funds tracked by Wall St. Rank hold SPMB as of Q2 2021.

  • International Assets Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 146,101 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2021, an estimated $7.86M.
  • International Assets Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2020 and held it in 3 quarters.
  • International Assets Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.86M in Q1 2021.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.