Steward Partners Investment Advisory’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 | $83.7K | Hold |
3,787
| – | – | ﹤0.01% | 2215 |
|
|
2025
Q1 | $83.5K | Buy |
3,787
+3,648
| +2,624% | +$80.4K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $3K | Hold |
139
| – | – | ﹤0.01% | 3523 |
|
|
2024
Q3 | $3.13K | Hold |
139
| – | – | ﹤0.01% | 3321 |
|
|
2024
Q2 | $3K | Hold |
139
| – | – | ﹤0.01% | 3189 |
|
|
2024
Q1 | $3.02K | Sell |
139
-130
| -48% | -$2.82K | ﹤0.01% | 3191 |
|
|
2023
Q4 | $5.94K | Sell |
269
-622
| -70% | -$13.7K | ﹤0.01% | 2900 |
|
|
2023
Q3 | $18.5K | Hold |
891
| – | – | ﹤0.01% | 2346 |
|
|
2023
Q2 | $19.5K | Buy |
891
+269
| +43% | +$5.89K | ﹤0.01% | 2303 |
|
|
2023
Q1 | $13.8K | Buy |
+622
| New | +$13.8K | ﹤0.01% | 2416 |
|
|
2021
Q2 | – | Sell |
-2,997
| Closed | -$77.7K | – | 7371 |
|
|
2021
Q1 | $77.7K | Buy |
2,997
+2,597
| +649% | +$67.3K | ﹤0.01% | 1758 |
|
|
2020
Q4 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 2289 |
|