Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,784 shares of SPMB stock, worth $413,811. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,784
Previous 24,682 23.9%
Holding current value
$413,811
Previous $544 Million 23.86%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 14, 2025
SELL
$21.55 - $22.2 $127,101 - $130,935
-5,898 Reduced 23.9%
18,784 $414 Million
Q1 2025

Apr 30, 2025
SELL
$21.23 - $22.14 $130,097 - $135,673
-6,128 Reduced 19.89%
24,682 $544 Million
Q4 2024

Jan 16, 2025
SELL
$21.43 - $22.55 $82,462 - $86,772
-3,848 Reduced 11.1%
30,810 $656 Million
Q3 2024

Oct 25, 2024
SELL
$21.35 - $22.73 $103,205 - $109,876
-4,834 Reduced 12.24%
34,658 $759 Million
Q2 2024

Aug 08, 2024
BUY
$20.97 - $21.76 $828,147 - $859,345
39,492 New
39,492 $881 Million

Others Institutions Holding SPMB

# of Institutions
249
Shares Held
274M
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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