EP Wealth 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 | – | Sell |
-5,067
| Closed | -$112K | – | 1468 |
|
|
2025
Q1 | $112K | Sell |
5,067
-1,938
| -28% | -$42.7K | ﹤0.01% | 1233 |
|
|
2024
Q4 | $151K | Buy |
+7,005
| New | +$151K | ﹤0.01% | 1145 |
|
|
2024
Q2 | – | Sell |
-6,243
| Closed | -$136K | – | 886 |
|
|
2024
Q1 | $136K | Buy |
+6,243
| New | +$136K | ﹤0.01% | 776 |
|