Meridian Wealth Management’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 | $834K | Sell |
37,746
-984
| -3% | -$21.7K | 0.04% | 338 |
|
|
2025
Q1 | $854K | Sell |
38,730
-18,723
| -33% | -$413K | 0.04% | 315 |
|
|
2024
Q4 | $1.24M | Sell |
57,453
-18,197
| -24% | -$392K | 0.06% | 251 |
|
|
2024
Q3 | $1.7M | Sell |
75,650
-18,103
| -19% | -$408K | 0.08% | 200 |
|
|
2024
Q2 | $2.02M | Buy |
+93,753
| New | +$2.02M | 0.24% | 77 |
|
|
2024
Q1 | – | Sell |
-141,311
| Closed | -$3.12M | – | 488 |
|
|
2023
Q4 | $3.12M | Buy |
+141,311
| New | +$3.12M | 0.2% | 116 |
|