Janney Montgomery Scott
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Janney Montgomery Scott’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-45,680
Closed -$1.22M – 2271
2020
Q3 		$1.22M Sell
45,680
-19,924
-30% -$532K 0.01% 1007
2020
Q2 		$1.76M Sell
65,604
-2,953
-4% -$79.1K 0.01% 809
2020
Q1 		$1.83M Buy
68,557
+513
+0.8% +$13.5K 0.01% 729
2019
Q4 		$1.78M Sell
68,044
-777
-1% -$20.4K 0.01% 842
2019
Q3 		$1.81M Sell
68,821
-1,886
-3% -$49.4K 0.01% 805
2019
Q2 		$1.85M Sell
70,707
-3,459
-5% -$89.4K 0.01% 772
2019
Q1 		$1.92M Sell
74,166
-4,936
-6% -$126K 0.02% 731
2018
Q4 		$2.01M Buy
79,102
+37,671
+91% +$944K 0.02% 641
2018
Q3 		$1.04M Buy
41,431
+9,315
+29% +$236K 0.01% 1010
2018
Q2 		$814K Buy
32,116
+1,223
+4% +$31K 0.01% 1098
2018
Q1 		$792K Buy
30,893
+1,359
+5% +$34.8K 0.01% 1072
2017
Q4 		$768K Sell
29,534
-82
-0.3% -$2.15K 0.01% 1077
2017
Q3 		$780K Buy
29,616
+1,091
+4% +$28.7K 0.01% 1038
2017
Q2 		$750K Buy
28,525
+1,786
+7% +$47.1K 0.01% 1006
2017
Q1 		$704K Buy
26,739
+7,866
+42% +$207K 0.01% 1003
2016
Q4 		$496K Buy
+18,873
New +$503K 0.01% 1093

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Janney Montgomery Scott's SPMB Position: Q4 2020 in Review

Janney Montgomery Scott sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2020, closing a stake of 45,680 shares — an estimated $1.22M sold.

Janney Montgomery Scott first reported a position in SPMB in Q4 2016 and held it in 16 quarters. The position peaked at $2.01M in Q4 2018. 113 funds tracked by Wall St. Rank hold SPMB as of Q4 2020.

  • Janney Montgomery Scott reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 45,680 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2020, an estimated $1.22M.
  • Janney Montgomery Scott first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2016 and held it in 16 quarters.
  • Janney Montgomery Scott's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.01M in Q4 2018.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2020.

Based on Janney Montgomery Scott's 13F filing for Q4 2020, filed 25 Jan 2021.