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

Meridian Financial’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
Q1 		– Sell
-69,935
Closed -$1.77M – 101
2021
Q4 		$1.77M Buy
+69,935
New +$1.78M 1.66% 15

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Financial's SPMB Position: Q1 2022 in Review

Meridian Financial sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2022, closing a stake of 69,935 shares — an estimated $1.77M sold.

Meridian Financial first reported a position in SPMB in Q4 2021 and held it in 1 quarter. The position peaked at $1.77M in Q4 2021. 160 funds tracked by Wall St. Rank hold SPMB as of Q1 2022.

  • Meridian Financial reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Meridian Financial sold 69,935 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2022, an estimated $1.77M.
  • Meridian Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and held it in 1 quarter.
  • Meridian Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.77M in Q4 2021.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2022.

Based on Meridian Financial's 13F filing for Q1 2022, filed 13 Aug 2024.