U.S. Capital Wealth Advisors’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 | $5.4M | Buy |
244,389
+6,521
| +3% | +$144K | 0.16% | 151 |
|
|
2025
Q1 | $5.24M | Buy |
237,868
+25,017
| +12% | +$552K | 0.16% | 153 |
|
|
2024
Q4 | $4.59M | Buy |
212,851
+7,221
| +4% | +$156K | 0.14% | 159 |
|
|
2024
Q3 | $4.63M | Buy |
205,630
+801
| +0.4% | +$18K | 0.16% | 135 |
|
|
2024
Q2 | $4.42M | Buy |
204,829
+10,752
| +6% | +$232K | 0.17% | 135 |
|
|
2024
Q1 | $4.22M | Buy |
194,077
+46,275
| +31% | +$1.01M | 0.16% | 138 |
|
|
2023
Q4 | $3.26M | Buy |
147,802
+46,304
| +46% | +$1.02M | 0.13% | 161 |
|
|
2023
Q3 | $2.11M | Buy |
101,498
+83,356
| +459% | +$1.73M | 0.1% | 189 |
|
|
2023
Q2 | $397K | Buy |
18,142
+4,852
| +37% | +$106K | 0.02% | 479 |
|
|
2023
Q1 | $295K | Buy |
13,290
+7,645
| +135% | +$170K | 0.01% | 541 |
|
|
2022
Q4 | $122K | Buy |
+5,645
| New | +$122K | 0.01% | 701 |
|