Wallace Advisory Group’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 | $430K | Sell |
19,508
-48
| -0.2% | -$1.06K | 0.31% | 96 |
|
|
2025
Q1 | $421K | Buy |
19,556
+318
| +2% | +$6.85K | 0.29% | 104 |
|
|
2024
Q4 | $433K | Sell |
19,238
-656
| -3% | -$14.8K | 0.3% | 90 |
|
|
2024
Q3 | $429K | Hold |
19,894
| – | – | 0.31% | 87 |
|
|
2024
Q2 | $429K | Sell |
19,894
-160
| -0.8% | -$3.45K | 0.31% | 88 |
|
|
2024
Q1 | $443K | Buy |
20,054
+303
| +2% | +$6.69K | 0.33% | 84 |
|
|
2023
Q4 | $411K | Buy |
19,751
+2,406
| +14% | +$50K | 0.32% | 80 |
|
|
2023
Q3 | $380K | Buy |
17,345
+1,681
| +11% | +$36.8K | 0.27% | 99 |
|
|
2023
Q2 | $347K | Hold |
15,664
| – | – | 0.26% | 104 |
|
|
2023
Q1 | $347K | Sell |
15,664
-90
| -0.6% | -$2K | 0.26% | 104 |
|
|
2022
Q4 | $342K | Buy |
+15,754
| New | +$342K | 0.27% | 104 |
|