MWM
Modera 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 | $332K | Buy |
15,021
+28
| +0.2% | +$619 | ﹤0.01% | 516 |
|
|
2025
Q1 | $331K | Hold |
14,993
| – | – | ﹤0.01% | 495 |
|
|
2024
Q4 | $323K | Hold |
14,993
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $338K | Buy |
+14,993
| New | +$338K | ﹤0.01% | 469 |
|
|
2023
Q2 | – | Sell |
-22,462
| Closed | -$498K | – | 571 |
|
|
2023
Q1 | $498K | Buy |
22,462
+1,203
| +6% | +$26.7K | 0.02% | 216 |
|
|
2022
Q4 | $461K | Sell |
21,259
-28,939
| -58% | -$628K | 0.02% | 222 |
|
|
2022
Q3 | $1.08M | Sell |
50,198
-29,996
| -37% | -$644K | 0.05% | 127 |
|
|
2022
Q2 | $1.83M | Sell |
80,194
-596,660
| -88% | -$13.6M | 0.09% | 95 |
|
|
2022
Q1 | $16.2M | Sell |
676,854
-6,371,816
| -90% | -$153M | 0.72% | 34 |
|
|
2021
Q4 | $179M | Sell |
7,048,670
-330,999
| -4% | -$8.4M | 6.83% | 1 |
|
|
2021
Q3 | $190M | Buy |
7,379,669
+354,145
| +5% | +$9.11M | 9.74% | 1 |
|
|
2021
Q2 | $182M | Buy |
7,025,524
+1,661,576
| +31% | +$43M | 9.8% | 1 |
|
|
2021
Q1 | $139M | Buy |
+5,363,948
| New | +$139M | 9.04% | 2 |
|