Wealthcare Advisory 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 | $336K | Buy |
15,226
+34
| +0.2% | +$751 | 0.01% | 755 |
|
|
2025
Q1 | $335K | Buy |
15,192
+738
| +5% | +$16.3K | 0.01% | 705 |
|
|
2024
Q4 | $311K | Buy |
14,454
+545
| +4% | +$11.7K | 0.01% | 700 |
|
|
2024
Q3 | $313K | Buy |
13,909
+12
| +0.1% | +$270 | 0.01% | 705 |
|
|
2024
Q2 | $300K | Sell |
13,897
-5,051
| -27% | -$109K | 0.01% | 681 |
|
|
2024
Q1 | $412K | Buy |
18,948
+3,877
| +26% | +$84.2K | 0.01% | 576 |
|
|
2023
Q4 | $333K | Sell |
15,071
-4,680
| -24% | -$103K | 0.01% | 578 |
|
|
2023
Q3 | $411K | Sell |
19,751
-2,450
| -11% | -$51K | 0.02% | 475 |
|
|
2023
Q2 | $486K | Sell |
22,201
-30,790
| -58% | -$675K | 0.02% | 453 |
|
|
2023
Q1 | $1.18M | Buy |
52,991
+1,583
| +3% | +$35.1K | 0.05% | 262 |
|
|
2022
Q4 | $1.12M | Buy |
51,408
+10,303
| +25% | +$224K | 0.05% | 260 |
|
|
2022
Q3 | $882K | Buy |
41,105
+24,919
| +154% | +$535K | 0.05% | 254 |
|
|
2022
Q2 | $370K | Buy |
+16,186
| New | +$370K | 0.02% | 384 |
|
|
2021
Q4 | – | Sell |
-334,986
| Closed | -$8.62M | – | 611 |
|
|
2021
Q3 | $8.62M | Buy |
334,986
+41,467
| +14% | +$1.07M | 0.56% | 33 |
|
|
2021
Q2 | $7.59M | Buy |
293,519
+48,915
| +20% | +$1.26M | 0.51% | 35 |
|
|
2021
Q1 | $6.34M | Buy |
244,604
+112,259
| +85% | +$2.91M | 0.46% | 33 |
|
|
2020
Q4 | $3.5M | Buy |
132,345
+53,248
| +67% | +$1.41M | 0.31% | 44 |
|
|
2020
Q3 | $2.11M | Buy |
+79,097
| New | +$2.11M | 0.23% | 58 |
|