Independent Advisor Alliance’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 | $937K | Buy |
42,389
+10,976
| +35% | +$243K | 0.03% | 432 |
|
|
2025
Q1 | $693K | Sell |
31,413
-1,109,029
| -97% | -$24.5M | 0.02% | 449 |
|
|
2024
Q4 | $24.6M | Buy |
1,140,442
+1,111,406
| +3,828% | +$24M | 0.33% | 63 |
|
|
2024
Q3 | $654K | Buy |
29,036
+178
| +0.6% | +$4.01K | 0.02% | 404 |
|
|
2024
Q2 | $622K | Buy |
28,858
+4,700
| +19% | +$101K | 0.02% | 410 |
|
|
2024
Q1 | $525K | Buy |
+24,158
| New | +$525K | 0.02% | 445 |
|