RFS
Richardson Financial Services’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 | $23.2K | Sell |
1,056
-224
| -18% | -$4.93K | 0.02% | 327 |
|
|
2025
Q1 | $28.2K | Sell |
1,280
-277
| -18% | -$6.11K | 0.02% | 293 |
|
|
2024
Q4 | $33.6K | Sell |
1,557
-128
| -8% | -$2.76K | 0.02% | 288 |
|
|
2024
Q3 | $36.3K | Hold |
1,685
| – | – | 0.02% | 285 |
|
|
2024
Q2 | $36.3K | Buy |
1,685
+62
| +4% | +$1.34K | 0.03% | 270 |
|
|
2024
Q1 | $35.3K | Buy |
+1,623
| New | +$35.3K | 0.02% | 277 |
|