AWAU
Alliance Wealth Advisors (Utah)’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
52,385
+2,152
| +4% | +$47.6K | 0.28% | 87 |
|
|
2025
Q1 | $1.11M | Buy |
50,233
+650
| +1% | +$14.3K | 0.29% | 89 |
|
|
2024
Q4 | $1.07M | Buy |
49,583
+3,811
| +8% | +$82.1K | 0.28% | 91 |
|
|
2024
Q3 | $1.03M | Buy |
45,772
+854
| +2% | +$19.2K | 0.27% | 94 |
|
|
2024
Q2 | $969K | Sell |
44,918
-1,618
| -3% | -$34.9K | 0.28% | 86 |
|
|
2024
Q1 | $1.01M | Buy |
46,536
+2,567
| +6% | +$55.8K | 0.3% | 84 |
|
|
2023
Q4 | $970K | Buy |
43,969
+10,412
| +31% | +$230K | 0.33% | 76 |
|
|
2023
Q3 | $698K | Buy |
33,557
+1,999
| +6% | +$41.6K | 0.26% | 89 |
|
|
2023
Q2 | $691K | Sell |
31,558
-87
| -0.3% | -$1.91K | 0.26% | 95 |
|
|
2023
Q1 | $702K | Sell |
31,645
-1,319
| -4% | -$29.3K | 0.28% | 88 |
|
|
2022
Q4 | $715K | Buy |
+32,964
| New | +$715K | 0.32% | 78 |
|