Perennial Investment Advisors’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 | $521K | Buy |
23,564
+371
| +2% | +$8.2K | 0.05% | 256 |
|
|
2025
Q1 | $511K | Buy |
23,193
+1,479
| +7% | +$32.6K | 0.06% | 240 |
|
|
2024
Q4 | $468K | Buy |
21,714
+5,000
| +30% | +$108K | 0.06% | 232 |
|
|
2024
Q3 | $376K | Buy |
16,714
+3,634
| +28% | +$81.9K | 0.05% | 255 |
|
|
2024
Q2 | $282K | Sell |
13,080
-163
| -1% | -$3.52K | 0.04% | 283 |
|
|
2024
Q1 | $288K | Buy |
13,243
+611
| +5% | +$13.3K | 0.04% | 263 |
|
|
2023
Q4 | $279K | Sell |
12,632
-70,375
| -85% | -$1.55M | 0.05% | 257 |
|
|
2023
Q3 | $1.73M | Buy |
83,007
+581
| +0.7% | +$12.1K | 0.31% | 71 |
|
|
2023
Q2 | $1.81M | Buy |
82,426
+7,406
| +10% | +$162K | 0.32% | 68 |
|
|
2023
Q1 | $1.66M | Buy |
+75,020
| New | +$1.66M | 0.31% | 73 |
|