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S.R. Schill & Associates’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

S.R. Schill & Associates’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
Q1 		– Sell
-104,205
Closed -$2.72M – 83
2019
Q4 		$2.72M Buy
+104,205
New +$2.73M 1.48% 18

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

S.R. Schill & Associates's SPMB Position: Q1 2020 in Review

S.R. Schill & Associates sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2020, closing a stake of 104,205 shares — an estimated $2.72M sold.

S.R. Schill & Associates first reported a position in SPMB in Q4 2019 and held it in 1 quarter. The position peaked at $2.72M in Q4 2019. 88 funds tracked by Wall St. Rank hold SPMB as of Q1 2020.

  • S.R. Schill & Associates reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2020 after selling out during the quarter.
  • S.R. Schill & Associates sold 104,205 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2020, an estimated $2.72M.
  • S.R. Schill & Associates first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2019 and held it in 1 quarter.
  • S.R. Schill & Associates's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.72M in Q4 2019.
  • 88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2020.

Based on S.R. Schill & Associates's 13F filing for Q1 2020, filed 4 May 2020.