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	–	2407
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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

ZIG

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

Sowell Financial Services's SPMB Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in SPMB in Q3 2019 and held it in 7 quarters. The position peaked at $103K in Q4 2019. 132 funds tracked by Wall St. Rank hold SPMB as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 400 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2021, an estimated $10K.
Sowell Financial Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $103K in Q4 2019.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.