Wealth Enhancement Advisory Services’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 | $1.47M | Sell |
67,317
-32,840
| -33% | -$720K | ﹤0.01% | 1515 |
|
|
2025
Q1 | $2.21M | Buy |
100,157
+1,989
| +2% | +$43.9K | ﹤0.01% | 1195 |
|
|
2024
Q4 | $2.12M | Buy |
98,168
+43,718
| +80% | +$942K | ﹤0.01% | 1156 |
|
|
2024
Q3 | $1.23M | Buy |
54,450
+12,405
| +30% | +$279K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $907K | Buy |
42,045
+9,359
| +29% | +$202K | ﹤0.01% | 1324 |
|
|
2024
Q1 | $710K | Sell |
32,686
-19,019
| -37% | -$413K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $1.14M | Sell |
51,705
-17,696
| -25% | -$391K | ﹤0.01% | 1117 |
|
|
2023
Q3 | $1.44M | Buy |
69,401
+41,116
| +145% | +$855K | ﹤0.01% | 969 |
|
|
2023
Q2 | $620K | Sell |
28,285
-559,584
| -95% | -$12.3M | 0.01% | 325 |
|
|
2023
Q1 | $13M | Sell |
587,869
-4,869,975
| -89% | -$108M | 0.15% | 72 |
|
|
2022
Q4 | $122M | Sell |
5,457,844
-472,667
| -8% | -$10.6M | 1.57% | 14 |
|
|
2022
Q3 | $126M | Buy |
5,930,511
+531,351
| +10% | +$11.3M | 1.81% | 14 |
|
|
2022
Q2 | $123M | Buy |
5,399,160
+673,019
| +14% | +$15.3M | 1.71% | 13 |
|
|
2022
Q1 | $113M | Sell |
4,726,141
-93,217
| -2% | -$2.22M | 1.52% | 14 |
|
|
2021
Q4 | $120M | Buy |
4,819,358
+310,137
| +7% | +$7.73M | 1.72% | 13 |
|
|
2021
Q3 | $115M | Buy |
4,509,221
+1,450,663
| +47% | +$37.1M | 1.7% | 14 |
|
|
2021
Q2 | $79.1M | Buy |
3,058,558
+138,018
| +5% | +$3.57M | 1.28% | 17 |
|
|
2021
Q1 | $75.8M | Buy |
2,920,540
+371,902
| +15% | +$9.65M | 1.38% | 16 |
|
|
2020
Q4 | $67.3M | Buy |
2,548,638
+275,456
| +12% | +$7.27M | 1.52% | 15 |
|
|
2020
Q3 | $60.4M | Buy |
2,273,182
+439,315
| +24% | +$11.7M | 1.58% | 15 |
|
|
2020
Q2 | $49M | Buy |
1,833,867
+385,927
| +27% | +$10.3M | 1.41% | 15 |
|
|
2020
Q1 | $38.8M | Buy |
1,447,940
+281,606
| +24% | +$7.54M | 1.38% | 15 |
|
|
2019
Q4 | $30.5M | Buy |
1,166,334
+107,896
| +10% | +$2.82M | 1.07% | 21 |
|
|
2019
Q3 | $27.7M | Buy |
1,058,438
+69,040
| +7% | +$1.81M | 1.12% | 21 |
|
|
2019
Q2 | $25.8M | Buy |
989,398
+243,725
| +33% | +$6.36M | 1.14% | 21 |
|
|
2019
Q1 | $19.1M | Buy |
+745,673
| New | +$19.1M | 1.08% | 19 |
|