MBM Wealth Consultants’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MBM Wealth Consultants’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	-14,346	Closed	-$344K	–	307
2022 Q1	$344K	Sell	14,346 -1,585	-10%	-$39K	0.14%	76
2021 Q4	$404K	Buy	15,931 +673	+4%	+$17.2K	0.17%	67
2021 Q3	$392K	Buy	15,258 +642	+4%	+$16.6K	0.18%	71
2021 Q2	$378K	Sell	14,616 -439	-3%	-$11.4K	0.18%	78
2021 Q1	$390K	Buy	15,055 +3,761	+33%	+$98.7K	0.2%	68
2020 Q4	$298K	Buy	+11,294	New	+$299K	0.16%	76

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 $3.37T AUM 44.26% 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

MBM Wealth Consultants's SPMB Position: Q2 2022 in Review

MBM Wealth Consultants sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2022, closing a stake of 14,346 shares — an estimated $344K sold.

MBM Wealth Consultants first reported a position in SPMB in Q4 2020 and held it in 6 quarters. The position peaked at $404K in Q4 2021. 154 funds tracked by Wall St. Rank hold SPMB as of Q2 2022.

MBM Wealth Consultants reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 14,346 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2022, an estimated $344K.
MBM Wealth Consultants first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 6 quarters.
MBM Wealth Consultants's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $404K in Q4 2021.
154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.