Keystone Financial Group (Kentucky)’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 | $3.14M | Buy |
142,166
+11,519
| +9% | +$255K | 0.28% | 71 |
|
|
2025
Q1 | $2.88M | Buy |
130,647
+2,545
| +2% | +$56.1K | 0.29% | 73 |
|
|
2024
Q4 | $2.76M | Buy |
128,102
+10,731
| +9% | +$231K | 0.27% | 72 |
|
|
2024
Q3 | $2.64M | Buy |
+117,371
| New | +$2.64M | 0.34% | 58 |
|
|
2024
Q2 | – | Sell |
-118,137
| Closed | -$2.57M | – | 291 |
|
|
2024
Q1 | $2.57M | Buy |
118,137
+17,382
| +17% | +$378K | 0.37% | 58 |
|
|
2023
Q4 | $2.22M | Buy |
100,755
+4,240
| +4% | +$93.6K | 0.39% | 57 |
|
|
2023
Q3 | $2.01M | Buy |
96,515
+84,561
| +707% | +$1.76M | 0.34% | 62 |
|
|
2023
Q2 | $262K | Buy |
+11,954
| New | +$262K | 0.04% | 237 |
|
|
2018
Q1 | – | Sell |
-24,797
| Closed | -$903K | – | 176 |
|
|
2017
Q4 | $903K | Buy |
+24,797
| New | +$903K | 0.56% | 37 |
|