First Purpose Wealth LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, First Purpose Wealth LLC holds 46,785 shares of SPMB stock, worth $1.03 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
46,785
Previous 47,599 1.71%
Holding current value
$1.03 Million
Previous $1.05 Million 3.24%
% of portfolio
0.37%
Previous 0.41%

Shares

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

Apr 22, 2024
SELL
$21.41 - $22.04 $17,427 - $17,940
-814 Reduced 1.71%
46,785 $1.02 Million
Q4 2023

Apr 22, 2024
SELL
$20.11 - $22.18 $54,799 - $60,440
-2,725 Reduced 5.41%
47,599 $1.05 Million
Q3 2023

Oct 30, 2023
BUY
$20.73 - $21.96 $70,088 - $74,246
3,381 Added 7.2%
50,324 $1.05 Million
Q2 2023

Jul 21, 2023
SELL
$21.68 - $22.43 $22,850 - $23,641
-1,054 Reduced 2.2%
46,943 $1.03 Million
Q1 2023

May 03, 2023
BUY
$21.47 - $22.62 $321,384 - $338,598
14,969 Added 45.32%
47,997 $1.06 Million
Q4 2022

Jan 26, 2023
SELL
$20.76 - $22.35 $80,714 - $86,896
-3,888 Reduced 10.53%
33,028 $0
Q3 2022

Oct 24, 2022
BUY
$21.2 - $23.55 $39,432 - $43,803
1,860 Added 5.31%
36,916 $792,000
Q2 2022

Jul 25, 2022
BUY
$22.01 - $23.84 $35,810 - $38,787
1,627 Added 4.87%
35,056 $801,000
Q1 2022

Apr 18, 2022
SELL
$23.73 - $25.3 $134,999 - $143,931
-5,689 Reduced 14.54%
33,429 $801,000
Q4 2021

Feb 24, 2022
BUY
$25.33 - $25.72 $990,858 - $1.01 Million
39,118 New
39,118 $993,000

Others Institutions Holding SPMB

# of Institutions
249
Shares Held
273M
Call Options Held
35.6K
Put Options Held
3.3K
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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