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

Voya Financial 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
Q4 		– Sell
-112,296
Closed -$2.99M – 641
2020
Q3 		$2.99M Buy
112,296
+82,490
+277% +$2.2M 0.15% 104
2020
Q2 		$798K Buy
+29,806
New +$798K 0.04% 283

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Voya Financial Advisors's SPMB Position: Q4 2020 in Review

Voya Financial Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2020, closing a stake of 112,296 shares — an estimated $2.99M sold.

Voya Financial Advisors first reported a position in SPMB in Q2 2020 and held it in 2 quarters. The position peaked at $2.99M in Q3 2020. 113 funds tracked by Wall St. Rank hold SPMB as of Q4 2020.

  • Voya Financial Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 112,296 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2020, an estimated $2.99M.
  • Voya Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 2 quarters.
  • Voya Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.99M in Q3 2020.
  • 113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2020.

Based on Voya Financial Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.