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

WFG 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
2015
Q1 		– Sell
-31
Closed -$1K – 2062
2014
Q4 		$1K Buy
+31
New +$853 ﹤0.01% 1985

Other funds holding SPMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's SPMB Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2015, closing a stake of 31 shares — an estimated $1K sold.

WFG Advisors first reported a position in SPMB in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 11 funds tracked by Wall St. Rank hold SPMB as of Q1 2015.

  • WFG Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 31 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.