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MBL Wealth, LLC → SMA

MBL Wealth, LLC SMA Position History

SmartStop Self Storage REIT, Inc. • Financial Services

Quarters held
1
Latest value
$596K
Q3 2026
Peak value
$596K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$596K18.5K——

Other funds holding SMA

STATE STREET CORP
$73.2M
STATE STREET CORP
$73.2M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
$67.9M
STATE STREET CORP
$65.8M
GOLDMAN SACHS GROUP INC
$63.1M
GOLDMAN SACHS GROUP INC
$60M
GOLDMAN SACHS GROUP INC
$40.3M
GOLDMAN SACHS GROUP INC
$28.9M

Other MBL Wealth, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$162M
SPY

STATE STR SPDR S&P 500 ETF T

$160M
SPY

SPDR S&P 500 ETF TR

$145.7M
SPY

STATE STR SPDR S&P 500 ETF T

$141.7M
STT-PG

SPDR SERIES TRUST

$139.1M
STT-PG

SPDR SERIES TRUST

$127.7M
STT-PG

SPDR SERIES TRUST

$120.8M
STT-PG

SPDR SERIES TRUST

$100.3M