A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 10,345 shares of SPMB stock, worth $224,383. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,345
Previous 14,465 28.48%
Holding current value
$224,383
Previous $314 Million 28.98%
% of portfolio
0.09%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$20.97 - $21.76 $86,396 - $89,651
-4,120 Reduced 28.48%
10,345 $223 Million
Q1 2024

May 14, 2024

SELL
$21.41 - $22.04 $335,751 - $345,631
-15,682 Reduced 52.02%
14,465 $314 Million
Q4 2023

Jan 25, 2024

BUY
$20.11 - $22.18 $606,256 - $668,660
30,147 New
30,147 $665 Million

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.