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Synergy Investment Management’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Synergy Investment Management’s Portfolio SPMB Stock Details SPMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-104,423
Closed -$2.3M – 498
2025
Q1 		$2.3M Sell
104,423
-13,259
-11% -$292K 0.96% 28
2024
Q4 		$2.54M Buy
+117,682
New +$2.54M 1.09% 24