Spire Wealth Management’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 | $44.8K | Sell |
2,026
-1,850
| -48% | -$40.9K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $85.5K | Sell |
3,876
-1,204
| -24% | -$26.5K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $109K | Sell |
5,080
-10,217
| -67% | -$220K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $345K | Sell |
15,297
-2,799
| -15% | -$63.1K | 0.01% | 608 |
|
|
2024
Q2 | $390K | Sell |
18,096
-3,962
| -18% | -$85.5K | 0.01% | 542 |
|
|
2024
Q1 | $479K | Buy |
22,058
+2,995
| +16% | +$65.1K | 0.01% | 527 |
|
|
2023
Q4 | $414K | Buy |
19,063
+2,549
| +15% | +$55.4K | 0.01% | 562 |
|
|
2023
Q3 | $343K | Buy |
16,514
+15,528
| +1,575% | +$323K | 0.01% | 564 |
|
|
2023
Q2 | $21.6K | Sell |
986
-671
| -40% | -$14.7K | ﹤0.01% | 1565 |
|
|
2023
Q1 | $36.7K | Buy |
1,657
+1,425
| +614% | +$31.6K | ﹤0.01% | 1340 |
|
|
2022
Q4 | $5K | Buy |
232
+40
| +21% | +$862 | ﹤0.01% | 1848 |
|
|
2022
Q3 | $4K | Sell |
192
-2,994
| -94% | -$62.4K | ﹤0.01% | 1819 |
|
|
2022
Q2 | $73K | Sell |
3,186
-295
| -8% | -$6.76K | ﹤0.01% | 1154 |
|
|
2022
Q1 | $83K | Buy |
3,481
+24
| +0.7% | +$572 | ﹤0.01% | 1237 |
|
|
2021
Q4 | $88K | Buy |
3,457
+441
| +15% | +$11.2K | ﹤0.01% | 1455 |
|
|
2021
Q3 | $78K | Buy |
3,016
+992
| +49% | +$25.7K | ﹤0.01% | 1289 |
|
|
2021
Q2 | $52K | Buy |
2,024
+753
| +59% | +$19.3K | ﹤0.01% | 1463 |
|
|
2021
Q1 | $33K | Buy |
+1,271
| New | +$33K | ﹤0.01% | 1938 |
|