Congress Wealth Management’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 | $488K | Sell |
22,097
-227
| -1% | -$5.02K | ﹤0.01% | 935 |
|
|
2025
Q1 | $492K | Buy |
22,324
+2
| +0% | +$44 | 0.01% | 818 |
|
|
2024
Q4 | $481K | Buy |
22,322
+3,691
| +20% | +$79.5K | 0.01% | 650 |
|
|
2024
Q3 | $420K | Sell |
18,631
-380
| -2% | -$8.56K | 0.01% | 664 |
|
|
2024
Q2 | $410K | Buy |
+19,011
| New | +$410K | 0.01% | 561 |
|
|
2023
Q4 | – | Sell |
-30,221
| Closed | -$629K | – | 665 |
|
|
2023
Q3 | $629K | Sell |
30,221
-99
| -0.3% | -$2.06K | 0.01% | 426 |
|
|
2023
Q2 | $664K | Sell |
30,320
-242
| -0.8% | -$5.3K | 0.02% | 380 |
|
|
2023
Q1 | $678K | Sell |
30,562
-1,948
| -6% | -$43.2K | 0.02% | 386 |
|
|
2022
Q4 | $705K | Sell |
32,510
-6,447
| -17% | -$140K | 0.02% | 373 |
|
|
2022
Q3 | $836K | Sell |
38,957
-305
| -0.8% | -$6.55K | 0.02% | 346 |
|
|
2022
Q2 | $897K | Buy |
39,262
+2,071
| +6% | +$47.3K | 0.02% | 343 |
|
|
2022
Q1 | $891K | Sell |
37,191
-20,363
| -35% | -$488K | 0.02% | 368 |
|
|
2021
Q4 | $1.46M | Buy |
+57,554
| New | +$1.46M | 0.03% | 329 |
|