Diversify 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 | $414K | Sell |
18,784
-5,898
| -24% | -$130K | 0.03% | 403 |
|
2025
Q1 | $544K | Sell |
24,682
-6,128
| -20% | -$135K | 0.04% | 343 |
|
2024
Q4 | $656K | Sell |
30,810
-3,848
| -11% | -$81.9K | 0.05% | 297 |
|
2024
Q3 | $759K | Sell |
34,658
-4,834
| -12% | -$106K | 0.07% | 228 |
|
2024
Q2 | $881K | Buy |
+39,492
| New | +$881K | 0.11% | 178 |
|