Bell Investment Advisors’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
46,553
-1,804
| -4% | -$39.9K | 0.18% | 55 |
|
|
2025
Q1 | $1.07M | Sell |
48,357
-3,302
| -6% | -$72.8K | 0.2% | 48 |
|
|
2024
Q4 | $1.11M | Sell |
51,659
-940
| -2% | -$20.3K | 0.21% | 48 |
|
|
2024
Q3 | $1.19M | Sell |
52,599
-958
| -2% | -$21.6K | 0.22% | 48 |
|
|
2024
Q2 | $1.16M | Sell |
53,557
-297
| -0.6% | -$6.41K | 0.23% | 49 |
|
|
2024
Q1 | $1.17M | Sell |
53,854
-2,091
| -4% | -$45.4K | 0.23% | 48 |
|
|
2023
Q4 | $1.23M | Sell |
55,945
-976
| -2% | -$21.5K | 0.25% | 46 |
|
|
2023
Q3 | $1.18M | Sell |
56,921
-2,252
| -4% | -$46.8K | 0.27% | 41 |
|
|
2023
Q2 | $1.3M | Sell |
59,173
-141
| -0.2% | -$3.09K | 0.29% | 38 |
|
|
2023
Q1 | $1.32M | Sell |
59,314
-2,432
| -4% | -$53.9K | 0.31% | 36 |
|
|
2022
Q4 | $1.34M | Sell |
61,746
-1,810
| -3% | -$39.3K | 0.33% | 36 |
|
|
2022
Q3 | $1.36M | Sell |
63,556
-5,323
| -8% | -$114K | 0.42% | 33 |
|
|
2022
Q2 | $1.57M | Buy |
+68,879
| New | +$1.57M | 0.48% | 31 |
|
|
2021
Q4 | $2.04M | Sell |
80,393
-25,514
| -24% | -$647K | 0.56% | 28 |
|
|
2021
Q3 | $2.72M | Buy |
+105,907
| New | +$2.72M | 0.81% | 25 |
|