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Woodmont Investment Counsel’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Woodmont Investment Counsel’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 		– Sell
-15,246
Closed -$394K – 212
2021
Q2 		$394K Hold
15,246
– – 0.06% 151
2021
Q1 		$395K Buy
+15,246
New +$400K 0.07% 145

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 $9.37B AUM 23.82% 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 $445B AUM 25.58% 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 $3.37T AUM 44.26% 1-Year Est. Return

Woodmont Investment Counsel's SPMB Position: Q3 2021 in Review

Woodmont Investment Counsel sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2021, closing a stake of 15,246 shares — an estimated $394K sold.

Woodmont Investment Counsel first reported a position in SPMB in Q1 2021 and held it in 2 quarters. The position peaked at $395K in Q1 2021. 132 funds tracked by Wall St. Rank hold SPMB as of Q3 2021.

  • Woodmont Investment Counsel reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Woodmont Investment Counsel sold 15,246 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2021, an estimated $394K.
  • Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and held it in 2 quarters.
  • Woodmont Investment Counsel's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $395K in Q1 2021.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2021.

Based on Woodmont Investment Counsel's 13F filing for Q3 2021, filed 12 Nov 2021.