W
SPMB icon

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

WealthOne’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
2019
Q1 		– Sell
-521
Closed -$13K – 475
2018
Q4 		$13K Buy
+521
New +$13.1K 0.01% 346

Other funds holding SPMB

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CWM
Chesapeake Wealth Management Williamsburg, Virginia $357M AUM 21.2% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

WealthOne's SPMB Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2019, closing a stake of 521 shares — an estimated $13K sold.

WealthOne first reported a position in SPMB in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 51 funds tracked by Wall St. Rank hold SPMB as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 521 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2019, an estimated $13K.
  • WealthOne first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $13K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.