Lucia Wealth Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Lucia Wealth Services’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 Q3	$6.63M	Buy	248,849 +1,719	+0.7%	+$45.9K	1.56%	19
2020 Q2	$6.62M	Buy	247,130 +99,561	+67%	+$2.67M	1.75%	17
2020 Q1	$3.94M	Buy	147,569 +119,382	+424%	+$3.14M	1.3%	19
2019 Q4	$736K	Buy	28,187 +14,617	+108%	+$383K	0.23%	74
2019 Q3	$356K	Buy	13,570 +1,776	+15%	+$46.5K	0.12%	93
2019 Q2	$308K	Buy	+11,794	New	+$305K	0.11%	98
2018 Q4	–	Sell	-6,779	Closed	-$171K	–	214
2018 Q3	$171K	Sell	6,779 -3,194	-32%	-$80.8K	0.05%	153
2018 Q2	$253K	Sell	9,973 -63,216	-86%	-$1.6M	0.11%	114
2018 Q1	$1.88M	Buy	73,189 +55,294	+309%	+$1.42M	0.61%	61
2017 Q4	$466K	Buy	+17,895	New	+$468K	0.21%	86

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Lucia Wealth Services's SPMB Position: Q3 2020 in Review

Lucia Wealth Services increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.7% in Q3 2020, buying an estimated $45.9K and bringing the position to 248,849 shares worth $6.63M. The position accounts for 1.56% of the portfolio, ranked #19.

Lucia Wealth Services first reported a position in SPMB in Q4 2017 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold SPMB as of Q3 2020.

Lucia Wealth Services held 248,849 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $6.63M as of Q3 2020.
Lucia Wealth Services bought 1,719 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2020, an estimated $45.9K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.56% of Lucia Wealth Services's portfolio in Q3 2020, its #19 holding.
Lucia Wealth Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2017 and has held it in 10 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.