Stokes Family Office’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 | $12M | Buy |
545,139
+16,067
| +3% | +$355K | 1.26% | 19 |
|
|
2025
Q1 | $11.7M | Buy |
529,072
+63,303
| +14% | +$1.4M | 1.31% | 20 |
|
|
2024
Q4 | $10M | Buy |
465,769
+59,852
| +15% | +$1.29M | 1.07% | 22 |
|
|
2024
Q3 | $9.15M | Buy |
405,917
+21,375
| +6% | +$482K | 1% | 24 |
|
|
2024
Q2 | $8.29M | Sell |
384,542
-4,400
| -1% | -$94.9K | 0.97% | 25 |
|
|
2024
Q1 | $8.45M | Buy |
388,942
+26,997
| +7% | +$586K | 1.06% | 23 |
|
|
2023
Q4 | $7.99M | Sell |
361,945
-3,224
| -0.9% | -$71.2K | 1.08% | 23 |
|
|
2023
Q3 | $7.6M | Sell |
365,169
-237,416
| -39% | -$4.94M | 0.89% | 23 |
|
|
2023
Q2 | $13.2M | Sell |
602,585
-18,803
| -3% | -$412K | 1.53% | 12 |
|
|
2023
Q1 | $13.8M | Sell |
621,388
-230,156
| -27% | -$5.1M | 1.72% | 11 |
|
|
2022
Q4 | $18.5M | Buy |
+851,544
| New | +$18.5M | 2.38% | 7 |
|