Waverly Advisors’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	$3.63M	Buy	164,027 +3,732	+2%	+$82.5K	0.04%	369
2025 Q1	$3.53M	Buy	160,295 +15,608	+11%	+$344K	0.04%	356
2024 Q4	$3.12M	Buy	144,687 +11,831	+9%	+$255K	0.05%	291
2024 Q3	$2.99M	Buy	132,856 +37,958	+40%	+$855K	0.06%	267
2024 Q2	$2.05M	Buy	+94,898	New	+$2.05M	0.04%	315