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Stewardship Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Stewardship Advisors’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
-60,112
Closed -$1.6M – 39
2020
Q1 		$1.6M Sell
60,112
-44,648
-43% -$1.17M 1.04% 24
2019
Q4 		$2.73M Buy
+104,760
New +$2.74M 1.72% 24

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stewardship Advisors's SPMB Position: Q2 2020 in Review

Stewardship Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2020, closing a stake of 60,112 shares — an estimated $1.6M sold.

Stewardship Advisors first reported a position in SPMB in Q4 2019 and held it in 2 quarters. The position peaked at $2.73M in Q4 2019. 99 funds tracked by Wall St. Rank hold SPMB as of Q2 2020.

  • Stewardship Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Stewardship Advisors sold 60,112 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2020, an estimated $1.6M.
  • Stewardship Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2019 and held it in 2 quarters.
  • Stewardship Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.73M in Q4 2019.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2020.

Based on Stewardship Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.