Alliance Wealth Advisors, LLC /Ut Spdr Ser Tr Spdr Portfolio Mor Transaction History

Alliance Wealth Advisors, LLC /Ut

$383 Billion
Q1 2025

A detailed history of Alliance Wealth Advisors, LLC /Ut transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Alliance Wealth Advisors, LLC /Ut holds 50,233 shares of SPMB stock, worth $1.09 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

50,233

Previous 49,583 1.31%

Holding current value

$1.09 Million

Previous $1.07 Billion 3.66%

% of portfolio

0.29%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.23 - $22.14 $13,799 - $14,391	650 Added 1.31%	50,233 $1.11 Billion
Q4 2024 Jan 24, 2025	BUY	$21.43 - $22.55 $81,669 - $85,938	3,811 Added 8.33%	49,583 $1.07 Billion
Q3 2024 Nov 08, 2024	BUY	$21.35 - $22.73 $18,232 - $19,411	854 Added 1.9%	45,772 $1.03 Billion
Q2 2024 Aug 02, 2024	SELL	$20.97 - $21.76 $33,929 - $35,207	-1,618 Reduced 3.48%	44,918 $969 Million
Q1 2024 May 13, 2024	BUY	$21.41 - $22.04 $54,959 - $56,576	2,567 Added 5.84%	46,536 $1.01 Billion
Q4 2023 Feb 02, 2024	BUY	$20.11 - $22.18 $209,385 - $230,938	10,412 Added 31.03%	43,969 $970 Million
Q3 2023 Nov 09, 2023	BUY	$20.73 - $21.96 $41,439 - $43,898	1,999 Added 6.33%	33,557 $698 Million
Q2 2023 Aug 11, 2023	SELL	$21.68 - $22.43 $1,886 - $1,951	-87 Reduced 0.27%	31,558 $691 Million
Q1 2023 May 02, 2023	SELL	$21.47 - $22.62 $28,318 - $29,835	-1,319 Reduced 4.0%	31,645 $702 Million
Q4 2022 Feb 08, 2023	BUY	$20.76 - $22.35 $684,332 - $736,745	32,964 New	32,964 $715 Million

Others Institutions Holding SPMB

# of Institutions

248

Shares Held

269M

Call Options Held

35.6K

Put Options Held

3.54K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Alliance Wealth Advisors, LLC /Ut Spdr Ser Tr Spdr Portfolio Mor Transaction History