Vertex Planning Partners’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 | $2.65M | Buy |
119,897
+1,843
| +2% | +$40.7K | 0.55% | 40 |
|
|
2025
Q1 | $2.6M | Sell |
118,054
-22,281
| -16% | -$491K | 0.57% | 34 |
|
|
2024
Q4 | $3.02M | Buy |
140,335
+3,134
| +2% | +$67.5K | 0.67% | 32 |
|
|
2024
Q3 | $3.09M | Sell |
137,201
-1,531
| -1% | -$34.5K | 0.74% | 26 |
|
|
2024
Q2 | $2.99M | Buy |
138,732
+49,332
| +55% | +$1.06M | 0.78% | 23 |
|
|
2024
Q1 | $1.94M | Sell |
89,400
-931
| -1% | -$20.2K | 0.54% | 27 |
|
|
2023
Q4 | $1.99M | Buy |
90,331
+9,224
| +11% | +$204K | 0.59% | 22 |
|
|
2023
Q3 | $1.69M | Sell |
81,107
-11,939
| -13% | -$248K | 0.58% | 23 |
|
|
2023
Q2 | $2.04M | Buy |
93,046
+5,876
| +7% | +$129K | 0.69% | 24 |
|
|
2023
Q1 | $1.93M | Buy |
87,170
+43,987
| +102% | +$976K | 0.73% | 21 |
|
|
2022
Q4 | $937K | Buy |
+43,183
| New | +$937K | 0.37% | 36 |
|