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

SevenBridge Financial 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
2019 Q3	–	Sell	-61	Closed	-$2K	–	511
2019 Q2	$2K	Buy	+61	New	+$1.58K	﹤0.01%	596
2017 Q1	–	Sell	-612	Closed	-$17K	–	664
2016 Q4	$17K	Hold	612	–	–	0.01%	389
2016 Q3	$17K	Sell	612 -1,444	-70%	-$39.2K	0.01%	385
2016 Q2	$56K	Buy	+2,056	New	+$55.7K	0.04%	255

Other funds holding SPMB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SevenBridge Financial Group's SPMB Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2019, closing a stake of 61 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in SPMB in Q2 2016 and held it in 4 quarters. The position peaked at $56K in Q2 2016. 67 funds tracked by Wall St. Rank hold SPMB as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 61 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2016 and held it in 4 quarters.
SevenBridge Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $56K in Q2 2016.
67 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.