Vertex Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Buy |
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2025
Q2 | $2.65M | Buy |
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2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $937K | Buy |
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