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Verus Capital Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Verus Capital Partners’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 		$533K Buy
19,972
+2,420
+14% +$63.6K 0.17% 87
2019
Q4 		$458K Buy
+17,552
New +$460K 0.15% 108

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Verus Capital Partners's SPMB Position: Q1 2020 in Review

Verus Capital Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 14% in Q1 2020, buying an estimated $63.6K and bringing the position to 19,972 shares worth $533K. The position accounts for 0.17% of the portfolio, ranked #87.

Verus Capital Partners first reported a position in SPMB in Q4 2019 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold SPMB as of Q1 2020.

  • Verus Capital Partners held 19,972 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $533K as of Q1 2020.
  • Verus Capital Partners bought 2,420 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2020, an estimated $63.6K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.17% of Verus Capital Partners's portfolio in Q1 2020, its #87 holding.
  • Verus Capital Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.