Main Street Financial Solutions’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Main Street Financial Solutions’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 Q2	–	Sell	-8,353	Closed	-$200K	–	489
2022 Q1	$200K	Sell	8,353 -1,355	-14%	-$33.3K	0.03%	431
2021 Q4	$246K	Buy	9,708 +81	+0.8%	+$2.06K	0.03%	413
2021 Q3	$248K	Buy	9,627 +59	+0.6%	+$1.52K	0.04%	400
2021 Q2	$247K	Buy	9,568 +46	+0.5%	+$1.19K	0.04%	392
2021 Q1	$247K	Buy	9,522 +10	+0.1%	+$262	0.04%	367
2020 Q4	$251K	Buy	+9,512	New	+$252K	0.05%	332

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Main Street Financial Solutions's SPMB Position: Q2 2022 in Review

Main Street Financial Solutions sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2022, closing a stake of 8,353 shares — an estimated $200K sold.

Main Street Financial Solutions first reported a position in SPMB in Q4 2020 and held it in 6 quarters. The position peaked at $251K in Q4 2020. 154 funds tracked by Wall St. Rank hold SPMB as of Q2 2022.

Main Street Financial Solutions reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2022 after selling out during the quarter.
Main Street Financial Solutions sold 8,353 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2022, an estimated $200K.
Main Street Financial Solutions first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 6 quarters.
Main Street Financial Solutions's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $251K in Q4 2020.
154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2022.

Based on Main Street Financial Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.