Sowell Financial Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-400	Closed	-$10K	–	2410
2021 Q1	$10K	Sell	400 -5	-1%	-$131	﹤0.01%	2332
2020 Q4	$11K	Sell	405 -565	-58%	-$15K	﹤0.01%	1974
2020 Q3	$26K	Hold	970	–	–	﹤0.01%	1449
2020 Q2	$26K	Sell	970 -1,166	-55%	-$31.2K	﹤0.01%	1381
2020 Q1	$57K	Sell	2,136 -1,820	-46%	-$47.8K	﹤0.01%	1012
2019 Q4	$103K	Buy	3,956 +2,390	+153%	+$62.6K	0.01%	912
2019 Q3	$41K	Buy	+1,566	New	+$41K	﹤0.01%	1064

Other funds holding SPMB

Financial Engines Advisors

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

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

Bank of America

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

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