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Sage Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sage Advisory Services’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
2019
Q1 		– Sell
-10,295
Closed -$261K – 59
2018
Q4 		$261K Buy
+10,295
New +$258K 0.03% 52

Other funds holding SPMB

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CWM
Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Sage Advisory Services's SPMB Position: Q1 2019 in Review

Sage Advisory Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2019, closing a stake of 10,295 shares — an estimated $261K sold.

Sage Advisory Services first reported a position in SPMB in Q4 2018 and held it in 1 quarter. The position peaked at $261K in Q4 2018. 51 funds tracked by Wall St. Rank hold SPMB as of Q1 2019.

  • Sage Advisory Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Sage Advisory Services sold 10,295 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2019, an estimated $261K.
  • Sage Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2018 and held it in 1 quarter.
  • Sage Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $261K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2019.

Based on Sage Advisory Services's 13F filing for Q1 2019, filed 3 May 2019.