Financial Life Advisors’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 | $18.2M | Buy |
825,673
+42,122
| +5% | +$931K | 6.24% | 4 |
|
|
2025
Q1 | $17.3M | Buy |
783,551
+40,394
| +5% | +$891K | 6.44% | 4 |
|
|
2024
Q4 | $16M | Buy |
743,157
+19,179
| +3% | +$413K | 6.02% | 5 |
|
|
2024
Q3 | $16.3M | Buy |
723,978
+45,462
| +7% | +$1.02M | 6.16% | 5 |
|
|
2024
Q2 | $14.6M | Buy |
678,516
+37,402
| +6% | +$807K | 5.94% | 5 |
|
|
2024
Q1 | $13.9M | Buy |
641,114
+58,538
| +10% | +$1.27M | 5.83% | 5 |
|
|
2023
Q4 | $12.9M | Sell |
582,576
-50,111
| -8% | -$1.11M | 5.53% | 5 |
|
|
2023
Q3 | $13.2M | Buy |
632,687
+27,472
| +5% | +$572K | 5.67% | 5 |
|
|
2023
Q2 | $13.3M | Buy |
605,215
+80,700
| +15% | +$1.77M | 5.53% | 5 |
|
|
2023
Q1 | $11.6M | Buy |
+524,515
| New | +$11.6M | 5% | 5 |
|