KWM
Kingsview Wealth Management’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Sell |
359,281
-4,491
| -1% | -$99.3K | 0.13% | 163 |
|
|
2025
Q1 | $8.02M | Buy |
363,772
+2,313
| +0.6% | +$51K | 0.15% | 151 |
|
|
2024
Q4 | $7.79M | Buy |
361,459
+413
| +0.1% | +$8.9K | 0.15% | 148 |
|
|
2024
Q3 | $8.13M | Buy |
361,046
+75,622
| +26% | +$1.7M | 0.17% | 128 |
|
|
2024
Q2 | $6.16M | Buy |
285,424
+3,903
| +1% | +$84.2K | 0.15% | 155 |
|
|
2024
Q1 | $6.11M | Buy |
281,521
+218
| +0.1% | +$4.74K | 0.15% | 150 |
|
|
2023
Q4 | $6.21M | Buy |
281,303
+1,089
| +0.4% | +$24K | 0.19% | 131 |
|
|
2023
Q3 | $5.83M | Buy |
280,214
+41,247
| +17% | +$858K | 0.21% | 111 |
|
|
2023
Q2 | $5.24M | Buy |
238,967
+3,013
| +1% | +$66K | 0.21% | 109 |
|
|
2023
Q1 | $5.23M | Sell |
235,954
-6,734
| -3% | -$149K | 0.22% | 100 |
|
|
2022
Q4 | $5.27M | Buy |
242,688
+5,641
| +2% | +$122K | 0.23% | 109 |
|
|
2022
Q3 | $5.09M | Sell |
237,047
-230
| -0.1% | -$4.93K | 0.24% | 97 |
|
|
2022
Q2 | $5.42M | Sell |
237,277
-1,870
| -0.8% | -$42.7K | 0.26% | 96 |
|
|
2022
Q1 | $5.73M | Sell |
239,147
-6,418
| -3% | -$154K | 0.25% | 93 |
|
|
2021
Q4 | $6.23M | Buy |
245,565
+1,306
| +0.5% | +$33.1K | 0.26% | 88 |
|
|
2021
Q3 | $6.28M | Buy |
244,259
+196,205
| +408% | +$5.05M | 0.3% | 75 |
|
|
2021
Q2 | $1.24M | Buy |
48,054
+6,471
| +16% | +$167K | 0.06% | 318 |
|
|
2021
Q1 | $1.08M | Buy |
41,583
+3,772
| +10% | +$97.7K | 0.06% | 315 |
|
|
2020
Q4 | $999K | Buy |
37,811
+7,672
| +25% | +$203K | 0.07% | 275 |
|
|
2020
Q3 | $803K | Buy |
30,139
+4,048
| +16% | +$108K | 0.07% | 268 |
|
|
2020
Q2 | $699K | Buy |
26,091
+837
| +3% | +$22.4K | 0.07% | 266 |
|
|
2020
Q1 | $674K | Buy |
25,254
+5,886
| +30% | +$157K | 0.09% | 228 |
|
|
2019
Q4 | $506K | Buy |
19,368
+5,868
| +43% | +$153K | 0.06% | 278 |
|
|
2019
Q3 | $355K | Buy |
13,500
+1,751
| +15% | +$46K | 0.06% | 310 |
|
|
2019
Q2 | $307K | Buy |
+11,749
| New | +$307K | 0.05% | 315 |
|