Financial Advocates Investment 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 | – | Sell |
-47,278
| Closed | -$1.04M | – | 734 |
|
|
2025
Q1 | $1.04M | Buy |
47,278
+4,450
| +10% | +$98.1K | 0.07% | 267 |
|
|
2024
Q4 | $923K | Buy |
42,828
+627
| +1% | +$13.5K | 0.05% | 318 |
|
|
2024
Q3 | $1.02M | Buy |
42,201
+4,765
| +13% | +$116K | 0.06% | 303 |
|
|
2024
Q2 | $808K | Buy |
37,436
+495
| +1% | +$10.7K | 0.05% | 335 |
|
|
2024
Q1 | $876K | Sell |
36,941
-12,326
| -25% | -$292K | 0.05% | 331 |
|
|
2023
Q4 | $1.18M | Buy |
49,267
+3,446
| +8% | +$82.3K | 0.08% | 255 |
|
|
2023
Q3 | $968K | Buy |
45,821
+8,726
| +24% | +$184K | 0.07% | 274 |
|
|
2023
Q2 | $813K | Buy |
37,095
+27,664
| +293% | +$606K | 0.06% | 304 |
|
|
2023
Q1 | $209K | Buy |
+9,431
| New | +$209K | 0.02% | 665 |
|
|
2021
Q2 | – | Sell |
-17,854
| Closed | -$463K | – | 808 |
|
|
2021
Q1 | $463K | Sell |
17,854
-364,628
| -95% | -$9.46M | 0.03% | 487 |
|
|
2020
Q4 | $10.1M | Buy |
+382,482
| New | +$10.1M | 0.69% | 27 |
|