RegentAtlantic Capital’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

RegentAtlantic Capital’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	-10,766	Closed	-$258K	–	705
2022 Q1	$258K	Hold	10,766	–	–	0.01%	607
2021 Q4	$273K	Hold	10,766	–	–	0.01%	596
2021 Q3	$277K	Hold	10,766	–	–	0.01%	575
2021 Q2	$278K	Buy	+10,766	New	+$279K	0.01%	544

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RegentAtlantic Capital's SPMB Position: Q2 2022 in Review

RegentAtlantic Capital sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2022, closing a stake of 10,766 shares — an estimated $258K sold.

RegentAtlantic Capital first reported a position in SPMB in Q2 2021 and held it in 4 quarters. The position peaked at $278K in Q2 2021. 154 funds tracked by Wall St. Rank hold SPMB as of Q2 2022.

RegentAtlantic Capital reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2022 after selling out during the quarter.
RegentAtlantic Capital sold 10,766 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2022, an estimated $258K.
RegentAtlantic Capital first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and held it in 4 quarters.
RegentAtlantic Capital's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $278K in Q2 2021.
154 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.