A detailed history of Financial Advisory Service, Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 2,056 shares of SPMB stock, worth $43,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,056
Previous 1,994 3.11%
Holding current value
$43,977
Previous $44,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$21.41 - $22.04 $1,327 - $1,366
62 Added 3.11%
2,056 $44,000
Q4 2023

Jan 23, 2024

SELL
$20.11 - $22.18 $85,185 - $93,954
-4,236 Reduced 67.99%
1,994 $44,000
Q3 2023

Oct 23, 2023

BUY
$20.73 - $21.96 $20,315 - $21,520
980 Added 18.67%
6,230 $129,000
Q2 2023

Aug 08, 2023

SELL
$21.68 - $22.43 $27,186 - $28,127
-1,254 Reduced 19.28%
5,250 $115,000
Q1 2023

May 11, 2023

SELL
$21.47 - $22.62 $189,086 - $199,214
-8,807 Reduced 57.52%
6,504 $144,000
Q4 2022

Feb 01, 2023

SELL
$21.0 - $22.35 $504,105 - $536,511
-24,005 Reduced 61.06%
15,311 $332,000
Q3 2022

Oct 20, 2022

SELL
N/A
-9,538 Reduced 19.52%
39,316 $843,000
Q2 2022

Aug 02, 2022

SELL
N/A
-26,108 Reduced 34.83%
48,854 $1.12 Million
Q1 2022

May 04, 2022

SELL
N/A
-21,789 Reduced 22.52%
74,962 $1.8 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-13,549 Reduced 12.28%
96,751 $2.46 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-665 Reduced 0.6%
110,300 $2.84 Million
Q2 2021

Jul 29, 2021

SELL
N/A
-2,521 Reduced 2.22%
110,965 $2.87 Million
Q1 2021

May 17, 2021

SELL
N/A
-4,740 Reduced 4.01%
113,486 $2.94 Million
Q4 2020

Feb 10, 2021

SELL
N/A
-56,075 Reduced 32.17%
118,226 $3.12 Million
Q3 2020

Nov 16, 2020

SELL
N/A
-25,879 Reduced 12.93%
174,301 $4.64 Million
Q2 2020

Jul 21, 2020

SELL
N/A
-12,775 Reduced 6.0%
200,180 $5.36 Million
Q1 2020

May 14, 2020

SELL
N/A
-13,485 Reduced 5.96%
212,955 $5.68 Million
Q4 2019

Jan 31, 2020

SELL
N/A
-4,910 Reduced 2.12%
226,440 $5.91 Million
Q3 2019

Nov 06, 2019

SELL
N/A
-1,930 Reduced 0.83%
231,350 $6.08 Million
Q2 2019

Jul 25, 2019

SELL
N/A
-2,165 Reduced 0.92%
233,280 $6.1 Million
Q1 2019

May 13, 2019

BUY
N/A
6,768 Added 2.96%
235,445 $6.08 Million
Q4 2018

Feb 08, 2019

BUY
N/A
60,422 Added 35.91%
228,677 $5.81 Million
Q3 2018

Nov 05, 2018

SELL
N/A
-5,060 Reduced 2.92%
168,255 $4.24 Million
Q2 2018

Jul 26, 2018

BUY
N/A
5,453 Added 3.25%
173,315 $4.4 Million
Q1 2018

May 02, 2018

SELL
N/A
-2,503 Reduced 1.47%
167,862 $4.31 Million
Q4 2017

Jan 29, 2018

BUY
N/A
12,316 Added 7.79%
170,365 $4.43 Million
Q3 2017

Oct 19, 2017

BUY
N/A
158,049
158,049 $4.16 Million

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.