Gladstone Institutional Advisory’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 | $2.72M | Buy |
123,215
+23,997
| +24% | +$530K | 0.11% | 196 |
|
|
2025
Q1 | $2.19M | Buy |
99,218
+18,733
| +23% | +$413K | 0.1% | 211 |
|
|
2024
Q4 | $1.73M | Buy |
80,485
+12,469
| +18% | +$269K | 0.08% | 248 |
|
|
2024
Q3 | $1.53M | Buy |
68,016
+7,390
| +12% | +$166K | 0.07% | 262 |
|
|
2024
Q2 | $1.31M | Buy |
60,626
+39,195
| +183% | +$845K | 0.07% | 277 |
|
|
2024
Q1 | $465K | Buy |
+21,431
| New | +$465K | 0.03% | 425 |
|
|
2021
Q3 | – | Sell |
-8,890
| Closed | -$230K | – | 594 |
|
|
2021
Q2 | $230K | Sell |
8,890
-2,442
| -22% | -$63.2K | 0.03% | 460 |
|
|
2021
Q1 | $294K | Buy |
+11,332
| New | +$294K | 0.05% | 322 |
|
|
2020
Q3 | – | Sell |
-63,863
| Closed | -$1.71M | – | 298 |
|
|
2020
Q2 | $1.71M | Buy |
63,863
+4,141
| +7% | +$111K | 0.44% | 54 |
|
|
2020
Q1 | $1.59M | Buy |
+59,722
| New | +$1.59M | 0.41% | 56 |
|