Collaborative Wealth Managment Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 302,664 shares of SPMB stock, worth $6.83 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
302,664
Previous 329,862 8.25%
Holding current value
$6.83 Million
Previous $7.27 Million 8.04%
% of portfolio
3.01%
Previous 3.51%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$21.55 - $22.2 $586,116 - $603,795
-27,198 Reduced 8.25%
302,664 $6.69 Million
Q1 2025

May 08, 2025
BUY
$21.23 - $22.14 $85,217 - $88,869
4,014 Added 1.23%
329,862 $7.27 Million
Q4 2024

Feb 10, 2025
BUY
$21.43 - $22.55 $402,755 - $423,804
18,794 Added 6.12%
325,848 $7.02 Million
Q3 2024

Nov 12, 2024
BUY
$21.35 - $22.73 $302,807 - $322,379
14,183 Added 4.84%
307,054 $6.92 Million
Q2 2024

Aug 09, 2024
BUY
$20.97 - $21.76 $3.87 Million - $4.01 Million
184,327 Added 169.82%
292,871 $6.32 Million
Q1 2024

May 10, 2024
BUY
$21.41 - $22.04 $438,755 - $451,665
20,493 Added 23.27%
108,544 $2.36 Million
Q4 2023

Feb 07, 2024
BUY
$20.11 - $22.18 $631,433 - $696,429
31,399 Added 55.42%
88,051 $1.94 Million
Q3 2023

Nov 09, 2023
BUY
$20.73 - $21.96 $389,122 - $412,211
18,771 Added 49.55%
56,652 $1.18 Million
Q2 2023

Aug 07, 2023
BUY
$21.68 - $22.43 $68,010 - $70,362
3,137 Added 9.03%
37,881 $829,000
Q1 2023

May 08, 2023
BUY
$21.47 - $22.62 $66,385 - $69,941
3,092 Added 9.77%
34,744 $770,000
Q4 2022

Feb 10, 2023
SELL
$20.76 - $22.35 $1,266 - $1,363
-61 Reduced 0.19%
31,652 $686,000
Q3 2022

Nov 14, 2022
SELL
$21.2 - $23.55 $144,054 - $160,022
-6,795 Reduced 17.65%
31,713 $680,000
Q2 2022

Aug 15, 2022
SELL
$22.01 - $23.84 $53,242 - $57,668
-2,419 Reduced 5.91%
38,508 $880,000
Q4 2021

Feb 11, 2022
SELL
$25.33 - $25.72 $33,714 - $34,233
-1,331 Reduced 3.15%
40,927 $1.04 Million
Q1 2021

May 12, 2022
BUY
$25.91 - $26.47 $1.09 Million - $1.12 Million
42,258 New
42,258 $1.01 Million

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

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
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