Spire 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 Q4	–	Sell	-1,258	Closed	-$28.2K	–	2468
2025 Q3	$28.2K	Sell	1,258 -768	-38%	-$17K	﹤0.01%	1411
2025 Q2	$44.8K	Sell	2,026 -1,850	-48%	-$40.3K	﹤0.01%	1243
2025 Q1	$85.5K	Sell	3,876 -1,204	-24%	-$26.2K	﹤0.01%	1093
2024 Q4	$109K	Sell	5,080 -10,217	-67%	-$224K	﹤0.01%	1003
2024 Q3	$345K	Sell	15,297 -2,799	-15%	-$62.2K	0.01%	608
2024 Q2	$390K	Sell	18,096 -3,962	-18%	-$84.7K	0.01%	542
2024 Q1	$479K	Buy	22,058 +2,995	+16%	+$65K	0.01%	527
2023 Q4	$414K	Buy	19,063 +2,549	+15%	+$53.6K	0.01%	562
2023 Q3	$343K	Buy	16,514 +15,528	+1,575%	+$333K	0.01%	564
2023 Q2	$21.6K	Sell	986 -671	-40%	-$14.8K	﹤0.01%	1565
2023 Q1	$36.7K	Buy	1,657 +1,425	+614%	+$31.5K	﹤0.01%	1340
2022 Q4	$5K	Buy	232 +40	+21%	+$863	﹤0.01%	1848
2022 Q3	$4K	Sell	192 -2,994	-94%	-$68K	﹤0.01%	1820
2022 Q2	$73K	Sell	3,186 -295	-8%	-$6.79K	﹤0.01%	1154
2022 Q1	$83K	Buy	3,481 +24	+0.7%	+$591	﹤0.01%	1237
2021 Q4	$88K	Buy	3,457 +441	+15%	+$11.2K	﹤0.01%	1455
2021 Q3	$78K	Buy	3,016 +992	+49%	+$25.6K	﹤0.01%	1289
2021 Q2	$52K	Buy	2,024 +753	+59%	+$19.5K	﹤0.01%	1463
2021 Q1	$33K	Buy	+1,271	New	+$33.4K	﹤0.01%	1938