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Wealth Quarterback’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Wealth Quarterback’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
2021
Q3 		$20K Sell
749
-300
-29% -$7.75K 0.01% 361
2021
Q2 		$28K Buy
+1,049
New +$27.2K 0.02% 306

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Quarterback's SPMB Position: Q3 2021 in Review

Wealth Quarterback reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 29% in Q3 2021, selling an estimated $7.75K and leaving 749 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #361.

Wealth Quarterback first reported a position in SPMB in Q2 2021 and has held it in 2 quarters since. The position peaked at $28K in Q2 2021. 132 funds tracked by Wall St. Rank hold SPMB as of Q3 2021.

  • Wealth Quarterback held 749 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $20K as of Q3 2021.
  • Wealth Quarterback sold 300 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2021, an estimated $7.75K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #361 holding.
  • Wealth Quarterback first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $28K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.