Diversify Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 75,456 shares of SPMB stock, worth $1.64 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

75,456

Previous 71,810 5.08%

Holding current value

$1.64 Million

Previous $1.53 Billion 8.78%

% of portfolio

0.1%

Previous 0.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$21.23 - $22.14 $77,404 - $80,722	3,646 Added 5.08%	75,456 $1.66 Billion
Q4 2024 Jan 16, 2025	SELL	$21.43 - $22.55 $66,197 - $69,656	-3,089 Reduced 4.12%	71,810 $1.53 Billion
Q3 2024 Oct 24, 2024	BUY	$21.35 - $22.73 $401,614 - $427,574	18,811 Added 33.54%	74,899 $1.65 Billion
Q2 2024 Jul 12, 2024	SELL	$20.97 - $21.76 $283,095 - $293,760	-13,500 Reduced 19.4%	56,088 $1.22 Billion
Q1 2024 Apr 30, 2024	BUY	$21.41 - $22.04 $1.49 Million - $1.53 Million	69,588 New	69,588 $1.5 Billion

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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Diversify Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History