VA
Valmark Advisers’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
134,250
+34,272
| +34% | +$757K | 0.04% | 167 |
|
|
2025
Q1 | $2.2M | Sell |
99,978
-6,110
| -6% | -$135K | 0.03% | 196 |
|
|
2024
Q4 | $2.29M | Buy |
106,088
+57,063
| +116% | +$1.23M | 0.04% | 188 |
|
|
2024
Q3 | $1.1M | Sell |
49,025
-920
| -2% | -$20.7K | 0.02% | 286 |
|
|
2024
Q2 | $1.08M | Sell |
49,945
-354
| -0.7% | -$7.64K | 0.02% | 270 |
|
|
2024
Q1 | $1.09M | Buy |
50,299
+2,776
| +6% | +$60.3K | 0.02% | 255 |
|
|
2023
Q4 | $1.05M | Buy |
47,523
+22,142
| +87% | +$489K | 0.02% | 244 |
|
|
2023
Q3 | $528K | Buy |
25,381
+959
| +4% | +$19.9K | 0.01% | 318 |
|
|
2023
Q2 | $535K | Sell |
24,422
-2,902
| -11% | -$63.6K | 0.01% | 322 |
|
|
2023
Q1 | $606K | Buy |
27,324
+89
| +0.3% | +$1.97K | 0.01% | 291 |
|
|
2022
Q4 | $591K | Buy |
+27,235
| New | +$591K | 0.01% | 284 |
|