MWM
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MBE Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-208
Closed -$5K – 443
2020
Q1 		$5K Buy
+208
New +$5.47K ﹤0.01% 379

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MBE Wealth Management's SPMB Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2020, closing a stake of 208 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in SPMB in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 99 funds tracked by Wall St. Rank hold SPMB as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 208 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5K in Q1 2020.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.