Financial Life Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History

Financial Life Advisors

$263 Million
Q4 2024

A detailed history of Financial Life Advisors transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Financial Life Advisors holds 743,157 shares of SPMB stock, worth $16.2 Million. This represents 6.1% of its overall portfolio holdings.

Number of Shares

743,157

Previous 723,978 2.65%

Holding current value

$16.2 Million

Previous $16.3 Million 1.81%

% of portfolio

6.1%

Previous 6.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$21.43 - $22.55 $411,005 - $432,486	19,179 Added 2.65%	743,157 $16 Million
Q3 2024 Oct 21, 2024	BUY	$21.35 - $22.73 $970,613 - $1.03 Million	45,462 Added 6.7%	723,978 $16.3 Million
Q2 2024 Aug 09, 2024	BUY	$20.97 - $21.76 $784,319 - $813,867	37,402 Added 5.83%	678,516 $14.6 Million
Q1 2024 Apr 18, 2024	BUY	$21.41 - $22.04 $1.25 Million - $1.29 Million	58,538 Added 10.05%	641,114 $13.9 Million
Q4 2023 Mar 19, 2024	SELL	$20.11 - $22.18 $1.01 Million - $1.11 Million	-50,111 Reduced 7.92%	582,576 $12.9 Million
Q3 2023 Nov 01, 2023	BUY	$20.73 - $21.96 $569,494 - $603,285	27,472 Added 4.54%	632,687 $13.2 Million
Q2 2023 Jul 18, 2023	BUY	$21.68 - $22.43 $1.75 Million - $1.81 Million	80,700 Added 15.39%	605,215 $13.3 Million
Q1 2023 Apr 26, 2023	BUY	$21.47 - $22.62 $11.3 Million - $11.9 Million	524,515 New	524,515 $11.6 Million

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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