Atria Wealth Solutions’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 | – | Sell |
-16,832
| Closed | -$371K | – | 1855 |
|
|
2025
Q1 | $371K | Sell |
16,832
-5,145
| -23% | -$113K | ﹤0.01% | 1349 |
|
|
2024
Q4 | $474K | Buy |
21,977
+3,368
| +18% | +$72.6K | 0.01% | 1287 |
|
|
2024
Q3 | $419K | Buy |
18,609
+4,872
| +35% | +$110K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $296K | Buy |
+13,737
| New | +$296K | ﹤0.01% | 1496 |
|
|
2023
Q4 | – | Sell |
-9,687
| Closed | -$201K | – | 2001 |
|
|
2023
Q3 | $201K | Sell |
9,687
-116,435
| -92% | -$2.42M | ﹤0.01% | 1686 |
|
|
2023
Q2 | $2.76M | Buy |
126,122
+97,590
| +342% | +$2.14M | 0.04% | 466 |
|
|
2023
Q1 | $633K | Sell |
28,532
-3,869
| -12% | -$85.8K | 0.01% | 1002 |
|
|
2022
Q4 | $703K | Sell |
32,401
-96,585
| -75% | -$2.1M | 0.01% | 920 |
|
|
2022
Q3 | $2.77M | Sell |
128,986
-51,542
| -29% | -$1.11M | 0.05% | 374 |
|
|
2022
Q2 | $4.13M | Sell |
180,528
-339,333
| -65% | -$7.75M | 0.08% | 252 |
|
|
2022
Q1 | $12.5M | Buy |
+519,861
| New | +$12.5M | 0.21% | 106 |
|