Sonora Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sonora Investment Management’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
2021 Q3	$10K	Hold	384	–	–	﹤0.01%	788
2021 Q2	$10K	Hold	384	–	–	﹤0.01%	719
2021 Q1	$10K	Hold	384	–	–	﹤0.01%	1292
2020 Q4	$10K	Sell	384 -239	-38%	-$6.33K	﹤0.01%	1234
2020 Q3	$17K	Sell	623 -534	-46%	-$14.3K	﹤0.01%	973
2020 Q2	$31K	Buy	+1,157	New	+$31K	﹤0.01%	621

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sonora Investment Management's SPMB Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q3 2021 at 384 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Sonora Investment Management first reported a position in SPMB in Q2 2020 and has held it in 6 quarters since. The position peaked at $31K in Q2 2020. 132 funds tracked by Wall St. Rank hold SPMB as of Q3 2021.

Sonora Investment Management held 384 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $10K as of Q3 2021.
Sonora Investment Management left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q3 2021.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #788 holding.
Sonora Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 6 quarters since.
Sonora Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $31K in Q2 2020.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.