Modera Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Hold |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $338K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $16.2M | Sell |
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|
2021
Q4 | $179M | Sell |
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|
2021
Q3 | $190M | Buy |
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|
2021
Q2 | $182M | Buy |
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|
2021
Q1 | $139M | Buy |
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