Pacifica Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Pacifica Partners’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	-2,484	Closed	-$61K	–	514
2022 Q1	$61K	Hold	2,484	–	–	0.04%	165
2021 Q4	$63K	Hold	2,484	–	–	0.04%	160
2021 Q3	$64K	Hold	2,484	–	–	0.05%	144
2021 Q2	$63K	Hold	2,484	–	–	0.05%	135
2021 Q1	$64K	Buy	+2,484	New	+$65.2K	0.05%	128

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

Pacifica Partners's SPMB Position: Q2 2022 in Review

Pacifica Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2022, closing a stake of 2,484 shares — an estimated $61K sold.

Pacifica Partners first reported a position in SPMB in Q1 2021 and held it in 5 quarters. The position peaked at $64K in Q3 2021. 154 funds tracked by Wall St. Rank hold SPMB as of Q2 2022.

Pacifica Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2022 after selling out during the quarter.
Pacifica Partners sold 2,484 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2022, an estimated $61K.
Pacifica Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and held it in 5 quarters.
Pacifica Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $64K in Q3 2021.
154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2022.

Based on Pacifica Partners's 13F filing for Q2 2022, filed 22 Jul 2022.