SWM
Seed 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 | $2.8M | Sell |
126,840
-16,350
| -11% | -$361K | 2.09% | 11 |
|
|
2025
Q1 | $3.16M | Buy |
143,190
+470
| +0.3% | +$10.4K | 2.57% | 8 |
|
|
2024
Q4 | $3.08M | Buy |
142,720
+7,870
| +6% | +$170K | 2.48% | 8 |
|
|
2024
Q3 | $3.04M | Hold |
134,850
| – | – | 2.43% | 8 |
|
|
2024
Q2 | $2.91M | Buy |
134,850
+19,730
| +17% | +$426K | 2.53% | 8 |
|
|
2024
Q1 | $2.48M | Buy |
115,120
+24,190
| +27% | +$520K | 2.37% | 9 |
|
|
2023
Q4 | $2M | Buy |
+90,930
| New | +$2M | 2.01% | 13 |
|