Captrust Financial Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Captrust Financial Advisors holds 15,971 shares of SPMB stock, worth $360,465. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,971

Previous 13,894 14.95%

Holding current value

$360,465

Previous $306,000 15.03%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$21.55 - $22.2 $44,759 - $46,109	2,077 Added 14.95%	15,971 $352,000
Q1 2025 May 14, 2025	BUY	$21.23 - $22.14 $294,969 - $307,613	13,894 New	13,894 $306,000
Q2 2022 Aug 16, 2022	BUY	$22.01 - $23.84 $24,805 - $26,867	1,127 Added 345.71%	1,453 $33,000
Q1 2022 May 16, 2022	BUY	$23.73 - $25.3 $6,359 - $6,780	268 Added 462.07%	326 $8,000
Q4 2021 Feb 14, 2022	SELL	$25.33 - $25.72 $35,664 - $36,213	-1,408 Reduced 96.04%	58 $1,000
Q3 2021 Nov 16, 2021	BUY	$25.67 - $25.95 $36,143 - $36,537	1,408 Added 2427.59%	1,466 $38,000
Q2 2021 Aug 16, 2021	BUY	$25.73 - $26.03 $1,492 - $1,509	58 New	58 $1,000

Others Institutions Holding SPMB

# of Institutions

248

Shares Held

273M

Call Options Held

14.8K

Put Options Held

22.5K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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Captrust Financial Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History