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

Squar Milner 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
2020 Q2	–	Sell	-6,518	Closed	-$173K	–	637
2020 Q1	$173K	Buy	6,518 +1,480	+29%	+$38.9K	0.1%	182
2019 Q4	$131K	Buy	+5,038	New	+$132K	0.07%	273
2019 Q3	–	Sell	-277	Closed	-$7K	–	640
2019 Q2	$7K	Hold	277	–	–	﹤0.01%	559
2019 Q1	$7K	Hold	277	–	–	0.01%	604
2018 Q4	$7K	Hold	277	–	–	0.01%	525
2018 Q3	$7K	Hold	277	–	–	0.01%	559
2018 Q2	$7K	Buy	+277	New	+$7.02K	0.01%	654

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Squar Milner Financial Services's SPMB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2020, closing a stake of 6,518 shares — an estimated $173K sold.

Squar Milner Financial Services first reported a position in SPMB in Q2 2018 and held it in 7 quarters. The position peaked at $173K in Q1 2020. 99 funds tracked by Wall St. Rank hold SPMB as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,518 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2020, an estimated $173K.
Squar Milner Financial Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $173K in Q1 2020.
99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.