CWM
Collaborative 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 | $6.69M | Sell |
302,664
-27,198
| -8% | -$601K | 2.92% | 10 |
|
|
2025
Q1 | $7.27M | Buy |
329,862
+4,014
| +1% | +$88.5K | 3.4% | 6 |
|
|
2024
Q4 | $7.02M | Buy |
325,848
+18,794
| +6% | +$405K | 3.19% | 8 |
|
|
2024
Q3 | $6.92M | Buy |
307,054
+14,183
| +5% | +$320K | 3.13% | 6 |
|
|
2024
Q2 | $6.32M | Buy |
292,871
+184,327
| +170% | +$3.98M | 3.09% | 6 |
|
|
2024
Q1 | $2.36M | Buy |
108,544
+20,493
| +23% | +$445K | 1.18% | 26 |
|
|
2023
Q4 | $1.94M | Buy |
88,051
+31,399
| +55% | +$693K | 1.05% | 25 |
|
|
2023
Q3 | $1.18M | Buy |
56,652
+18,771
| +50% | +$390K | 0.7% | 34 |
|
|
2023
Q2 | $830K | Buy |
37,881
+3,137
| +9% | +$68.7K | 0.49% | 51 |
|
|
2023
Q1 | $771K | Buy |
34,744
+3,092
| +10% | +$68.6K | 0.49% | 56 |
|
|
2022
Q4 | $687K | Sell |
31,652
-61
| -0.2% | -$1.32K | 0.45% | 68 |
|
|
2022
Q3 | $680K | Sell |
31,713
-6,795
| -18% | -$146K | 0.48% | 65 |
|
|
2022
Q2 | $880K | Buy |
+38,508
| New | +$880K | 0.58% | 49 |
|
|
2021
Q4 | $1.04M | Buy |
+40,927
| New | +$1.04M | 0.57% | 49 |
|
|
2021
Q1 | $1.01M | Buy |
+42,258
| New | +$1.01M | 0.58% | 52 |
|