CAPTRUST Financial Advisors’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 | $353K | Buy |
15,971
+2,077
| +15% | +$45.9K | ﹤0.01% | 1950 |
|
|
2025
Q1 | $306K | Buy |
+13,894
| New | +$306K | ﹤0.01% | 1925 |
|
|
2022
Q3 | – | Sell |
-1,453
| Closed | -$33K | – | 3779 |
|
|
2022
Q2 | $33K | Buy |
1,453
+1,127
| +346% | +$25.6K | ﹤0.01% | 3060 |
|
|
2022
Q1 | $8K | Buy |
326
+268
| +462% | +$6.58K | ﹤0.01% | 3922 |
|
|
2021
Q4 | $1K | Sell |
58
-1,408
| -96% | -$24.3K | ﹤0.01% | 4628 |
|
|
2021
Q3 | $38K | Buy |
1,466
+1,408
| +2,428% | +$36.5K | ﹤0.01% | 2764 |
|
|
2021
Q2 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 4385 |
|