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

Stone House 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
2020 Q1	–	Sell	-31,771	Closed	-$830K	–	38
2019 Q4	$830K	Sell	31,771 -2,250	-7%	-$58.9K	0.61%	21
2019 Q3	$894K	Buy	34,021 +15,704	+86%	+$411K	0.45%	29
2019 Q2	$479K	Buy	+18,317	New	+$473K	0.25%	34

Other funds holding SPMB

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stone House Investment Management's SPMB Position: Q1 2020 in Review

Stone House Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2020, closing a stake of 31,771 shares — an estimated $830K sold.

Stone House Investment Management first reported a position in SPMB in Q2 2019 and held it in 3 quarters. The position peaked at $894K in Q3 2019. 88 funds tracked by Wall St. Rank hold SPMB as of Q1 2020.

Stone House Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2020 after selling out during the quarter.
Stone House Investment Management sold 31,771 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2020, an estimated $830K.
Stone House Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and held it in 3 quarters.
Stone House Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $894K in Q3 2019.
88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2020.

Based on Stone House Investment Management's 13F filing for Q1 2020, filed 17 Apr 2020.