Level Four Advisory Services’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 | $221K | Sell |
9,983
-96
| -1% | -$2.12K | 0.01% | 724 |
|
|
2025
Q1 | $222K | Sell |
10,079
-49
| -0.5% | -$1.08K | 0.01% | 697 |
|
|
2024
Q4 | $218K | Sell |
10,128
-2,082
| -17% | -$44.9K | 0.01% | 702 |
|
|
2024
Q3 | $267K | Buy |
12,210
+390
| +3% | +$8.52K | 0.01% | 666 |
|
|
2024
Q2 | $255K | Sell |
11,820
-826
| -7% | -$17.8K | 0.01% | 657 |
|
|
2024
Q1 | $279K | Hold |
12,646
| – | – | 0.02% | 631 |
|
|
2023
Q4 | $279K | Buy |
12,646
+994
| +9% | +$21.9K | 0.02% | 630 |
|
|
2023
Q3 | $242K | Sell |
11,652
-901
| -7% | -$18.7K | 0.02% | 635 |
|
|
2023
Q2 | $275K | Buy |
12,553
+630
| +5% | +$13.8K | 0.02% | 643 |
|
|
2023
Q1 | $264K | Sell |
11,923
-4,910
| -29% | -$109K | 0.02% | 616 |
|
|
2022
Q4 | $365K | Buy |
+16,833
| New | +$365K | 0.03% | 474 |
|
|
2021
Q1 | – | Sell |
-88,153
| Closed | -$2.33M | – | 657 |
|
|
2020
Q4 | $2.33M | Buy |
88,153
+8,002
| +10% | +$211K | 0.19% | 130 |
|
|
2020
Q3 | $2.14M | Sell |
80,151
-65,051
| -45% | -$1.73M | 0.16% | 139 |
|
|
2020
Q2 | $3.89M | Buy |
+145,202
| New | +$3.89M | 0.3% | 78 |
|