United Capital Financial 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 | $1.45M | Sell |
65,433
-24,515
| -27% | -$542K | 0.01% | 502 |
|
|
2025
Q1 | $1.98M | Sell |
89,948
-27,519
| -23% | -$607K | 0.02% | 426 |
|
|
2024
Q4 | $2.53M | Sell |
117,467
-6,579
| -5% | -$142K | 0.02% | 371 |
|
|
2024
Q3 | $2.79M | Sell |
124,046
-12,193
| -9% | -$275K | 0.02% | 352 |
|
|
2024
Q2 | $2.94M | Sell |
136,239
-14,432
| -10% | -$311K | 0.03% | 334 |
|
|
2024
Q1 | $3.27M | Sell |
150,671
-117,210
| -44% | -$2.55M | 0.03% | 341 |
|
|
2023
Q4 | $5.91M | Sell |
267,881
-615,118
| -70% | -$13.6M | 0.05% | 267 |
|
|
2023
Q3 | $18.4M | Buy |
882,999
+13,129
| +2% | +$273K | 0.12% | 158 |
|
|
2023
Q2 | $19.1M | Sell |
869,870
-22,892
| -3% | -$502K | 0.1% | 170 |
|
|
2023
Q1 | $19.8M | Sell |
892,762
-158,215
| -15% | -$3.51M | 0.11% | 166 |
|
|
2022
Q4 | $22.8M | Sell |
1,050,977
-251,297
| -19% | -$5.45M | 0.13% | 155 |
|
|
2022
Q3 | $27.9M | Sell |
1,302,274
-194,263
| -13% | -$4.17M | 0.17% | 123 |
|
|
2022
Q2 | $34.2M | Sell |
1,496,537
-138,805
| -8% | -$3.17M | 0.19% | 111 |
|
|
2022
Q1 | $39.2M | Buy |
1,635,342
+124
| +0% | +$2.97K | 0.19% | 111 |
|
|
2021
Q4 | $41.5M | Buy |
1,635,218
+207,815
| +15% | +$5.27M | 0.19% | 111 |
|
|
2021
Q3 | $36.7M | Buy |
1,427,403
+233,411
| +20% | +$6M | 0.18% | 116 |
|
|
2021
Q2 | $30.9M | Buy |
1,193,992
+214,701
| +22% | +$5.55M | 0.16% | 139 |
|
|
2021
Q1 | $25.4M | Buy |
979,291
+190,272
| +24% | +$4.93M | 0.14% | 158 |
|
|
2020
Q4 | $20.8M | Buy |
789,019
+155,244
| +24% | +$4.1M | 0.13% | 171 |
|
|
2020
Q3 | $16.9M | Buy |
633,775
+237,972
| +60% | +$6.34M | 0.11% | 190 |
|
|
2020
Q2 | $10.6M | Buy |
+395,803
| New | +$10.6M | 0.08% | 239 |
|