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

WealthShield 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 Q4	–	Sell	-15	Closed	–	–	403
2020 Q3	$0	Hold	15	–	–	﹤0.01%	401
2020 Q2	$0	Hold	15	–	–	﹤0.01%	340
2020 Q1	$0	Hold	15	–	–	﹤0.01%	301
2019 Q4	$0	Hold	15	–	–	﹤0.01%	278
2019 Q3	$0	Buy	+15	New	+$393	﹤0.01%	270
2019 Q2	–	Sell	-15	Closed	–	–	278
2019 Q1	$0	Hold	15	–	–	﹤0.01%	286
2018 Q4	$0	Buy	15 +3	+25%	+$75	﹤0.01%	280
2018 Q3	$0	Hold	12	–	–	﹤0.01%	275
2018 Q2	$0	Buy	+12	New	+$304	﹤0.01%	260

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

WealthShield Partners's SPMB Position: Q4 2020 in Review

WealthShield Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2020, closing a stake of 15 shares.

WealthShield Partners first reported a position in SPMB in Q2 2018 and held it in 9 quarters. The position peaked at $0 in Q3 2020. 113 funds tracked by Wall St. Rank hold SPMB as of Q4 2020.

WealthShield Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2020 after selling out during the quarter.
WealthShield Partners sold 15 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2020.
WealthShield Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2018 and held it in 9 quarters.
WealthShield Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $0 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 WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.