Suntrust Banks’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Suntrust Banks’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
2017 Q1	–	Sell	-13,665	Closed	-$370K	–	1470
2016 Q4	$370K	Buy	13,665 +1,897	+16%	+$50.5K	﹤0.01%	1146
2016 Q3	$319K	Sell	11,768 -2,549	-18%	-$69.2K	﹤0.01%	1179
2016 Q2	$389K	Buy	+14,317	New	+$388K	﹤0.01%	1051

Other funds holding SPMB

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Suntrust Banks's SPMB Position: Q1 2017 in Review

Suntrust Banks sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2017, closing a stake of 13,665 shares — an estimated $370K sold.

Suntrust Banks first reported a position in SPMB in Q2 2016 and held it in 3 quarters. The position peaked at $389K in Q2 2016. 29 funds tracked by Wall St. Rank hold SPMB as of Q1 2017.

Suntrust Banks reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2017 after selling out during the quarter.
Suntrust Banks sold 13,665 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2017, an estimated $370K.
Suntrust Banks first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2016 and held it in 3 quarters.
Suntrust Banks's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $389K in Q2 2016.
29 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2017.

Based on Suntrust Banks's 13F filing for Q1 2017, filed 3 May 2017.