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Prostatis Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Prostatis Group’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
Q3 		– Sell
-9,415
Closed -$252K – 80
2020
Q2 		$252K Buy
+9,415
New +$252K 0.51% 54

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Prostatis Group's SPMB Position: Q3 2020 in Review

Prostatis Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2020, closing a stake of 9,415 shares — an estimated $252K sold.

Prostatis Group first reported a position in SPMB in Q2 2020 and held it in 1 quarter. The position peaked at $252K in Q2 2020. 99 funds tracked by Wall St. Rank hold SPMB as of Q3 2020.

  • Prostatis Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Prostatis Group sold 9,415 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2020, an estimated $252K.
  • Prostatis Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 1 quarter.
  • Prostatis Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $252K in Q2 2020.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2020.

Based on Prostatis Group's 13F filing for Q3 2020, filed 23 Mar 2023.