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	–	494
2018 Q4	$13K	Buy	+521	New	+$13.1K	0.01%	346

Other funds holding SPMB

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return

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

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return