BTWM
Baker Tilly Wealth Management’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 | $324K | Sell |
14,670
-6,800
| -32% | -$150K | 0.12% | 177 |
|
|
2025
Q1 | $473K | Sell |
21,470
-1,429
| -6% | -$31.5K | 0.19% | 124 |
|
|
2024
Q4 | $493K | Sell |
22,899
-2,528
| -10% | -$54.5K | 0.19% | 117 |
|
|
2024
Q3 | $573K | Sell |
25,427
-1,184
| -4% | -$26.7K | 0.25% | 100 |
|
|
2024
Q2 | $574K | Sell |
26,611
-6,307
| -19% | -$136K | 0.23% | 102 |
|
|
2024
Q1 | $715K | Sell |
32,918
-34,165
| -51% | -$742K | 0.13% | 168 |
|
|
2023
Q4 | $1.48M | Buy |
67,083
+33,629
| +101% | +$742K | 0.24% | 93 |
|
|
2023
Q3 | $696K | Sell |
33,454
-6,864
| -17% | -$143K | 0.11% | 182 |
|
|
2023
Q2 | $883K | Buy |
40,318
+3,318
| +9% | +$72.7K | 0.09% | 224 |
|
|
2023
Q1 | $821K | Buy |
37,000
+5,710
| +18% | +$127K | 0.09% | 233 |
|
|
2022
Q4 | $679K | Buy |
31,290
+2,880
| +10% | +$62.5K | 0.08% | 261 |
|
|
2022
Q3 | $609K | Buy |
28,410
+783
| +3% | +$16.8K | 0.08% | 255 |
|
|
2022
Q2 | $631K | Buy |
27,627
+1,611
| +6% | +$36.8K | 0.08% | 251 |
|
|
2022
Q1 | $623K | Sell |
26,016
-2,719
| -9% | -$65.1K | 0.07% | 285 |
|
|
2021
Q4 | $729K | Sell |
28,735
-651
| -2% | -$16.5K | 0.08% | 276 |
|
|
2021
Q3 | $756K | Buy |
29,386
+4,182
| +17% | +$108K | 0.1% | 222 |
|
|
2021
Q2 | $652K | Buy |
25,204
+6,005
| +31% | +$155K | 0.11% | 217 |
|
|
2021
Q1 | $498K | Buy |
19,199
+10,805
| +129% | +$280K | 0.1% | 243 |
|
|
2020
Q4 | $222K | Buy |
+8,394
| New | +$222K | 0.07% | 300 |
|