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Jacobi Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-6,481
Closed -$167K – 1196
2021
Q3 		$167K Buy
+6,481
New +$167K 0.02% 429

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

Jacobi Capital Management's SPMB Position: Q4 2021 in Review

Jacobi Capital Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2021, closing a stake of 6,481 shares — an estimated $167K sold.

Jacobi Capital Management first reported a position in SPMB in Q3 2021 and held it in 1 quarter. The position peaked at $167K in Q3 2021. 150 funds tracked by Wall St. Rank hold SPMB as of Q4 2021.

  • Jacobi Capital Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 6,481 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2021, an estimated $167K.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $167K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.