Clearwater Capital 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 | $12.7M | Sell |
573,559
-26,960
| -4% | -$596K | 1.16% | 22 |
|
|
2025
Q1 | $13.2M | Sell |
600,519
-17,942
| -3% | -$396K | 1.28% | 18 |
|
|
2024
Q4 | $13.3M | Buy |
618,461
+5,025
| +0.8% | +$108K | 1.3% | 20 |
|
|
2024
Q3 | $13.8M | Sell |
613,436
-26,814
| -4% | -$604K | 1.35% | 18 |
|
|
2024
Q2 | $13.8M | Sell |
640,250
-14,622
| -2% | -$315K | 1.46% | 17 |
|
|
2024
Q1 | $14.2M | Sell |
654,872
-9,077
| -1% | -$197K | 1.52% | 17 |
|
|
2023
Q4 | $14.7M | Buy |
+663,949
| New | +$14.7M | 1.64% | 17 |
|