United Capital Financial Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$670K	Sell	29,933 -9,565	-24%	-$215K	﹤0.01%	927
2025 Q4	$885K	Sell	39,498 -10,608	-21%	-$239K	0.01%	780
2025 Q3	$1.12M	Sell	50,106 -15,327	-23%	-$339K	0.01%	608
2025 Q2	$1.45M	Sell	65,433 -24,515	-27%	-$534K	0.01%	506
2025 Q1	$1.98M	Sell	89,948 -27,519	-23%	-$598K	0.02%	429
2024 Q4	$2.53M	Sell	117,467 -6,579	-5%	-$144K	0.02%	373
2024 Q3	$2.79M	Sell	124,046 -12,193	-9%	-$271K	0.02%	352
2024 Q2	$2.94M	Sell	136,239 -14,432	-10%	-$309K	0.03%	335
2024 Q1	$3.27M	Sell	150,671 -117,210	-44%	-$2.54M	0.03%	342
2023 Q4	$5.91M	Sell	267,881 -615,118	-70%	-$12.9M	0.05%	267
2023 Q3	$18.4M	Buy	882,999 +13,129	+2%	+$281K	0.12%	158
2023 Q2	$19.1M	Sell	869,870 -22,892	-3%	-$504K	0.1%	170
2023 Q1	$19.8M	Sell	892,762 -158,215	-15%	-$3.5M	0.11%	166
2022 Q4	$22.8M	Sell	1,050,977 -251,297	-19%	-$5.42M	0.13%	155
2022 Q3	$27.9M	Sell	1,302,274 -194,263	-13%	-$4.41M	0.17%	123
2022 Q2	$34.2M	Sell	1,496,537 -138,805	-8%	-$3.2M	0.19%	111
2022 Q1	$39.2M	Buy	1,635,342 +124	+0%	+$3.05K	0.19%	111
2021 Q4	$41.5M	Buy	1,635,218 +207,815	+15%	+$5.3M	0.19%	111
2021 Q3	$36.7M	Buy	1,427,403 +233,411	+20%	+$6.03M	0.18%	116
2021 Q2	$30.9M	Buy	1,193,992 +214,701	+22%	+$5.56M	0.16%	139
2021 Q1	$25.4M	Buy	979,291 +190,272	+24%	+$4.99M	0.14%	158
2020 Q4	$20.8M	Buy	789,019 +155,244	+24%	+$4.11M	0.13%	172
2020 Q3	$16.9M	Buy	633,775 +237,972	+60%	+$6.35M	0.11%	190
2020 Q2	$10.6M	Buy	+395,803	New	+$10.6M	0.08%	239