Goldstone Financial Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 58,260 shares of SPMB stock, worth $1.26 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

58,260

Previous 32,264 80.57%

Holding current value

$1.26 Million

Previous $727 Million 72.72%

% of portfolio

0.2%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$21.43 - $22.55 $557,094 - $586,209	25,996 Added 80.57%	58,260 $1.26 Billion
Q3 2024 Oct 28, 2024	BUY	$21.35 - $22.73 $688,836 - $733,360	32,264 New	32,264 $727 Million
Q2 2024 Jan 15, 2025	SELL	$20.97 - $21.76 $645,519 - $669,838	-30,783 Reduced 52.84%	27,477 $593 Million
Q1 2024 Jan 15, 2025	BUY	$21.41 - $22.04 $146,872 - $151,194	6,860 Added 26.4%	32,845 $713 Million
Q4 2023 Jan 15, 2025	BUY	$20.11 - $22.18 $153,801 - $169,632	7,648 Added 41.71%	25,985 $573 Million
Q3 2023 Jan 15, 2025	BUY	$20.73 - $21.96 $37,003 - $39,198	1,785 Added 10.78%	18,337 $381 Million
Q2 2023 Jan 15, 2025	BUY	$21.68 - $22.43 $112,475 - $116,366	5,188 Added 45.65%	16,552 $363 Million
Q1 2023 Jan 15, 2025	SELL	$21.47 - $22.62 $1.01 Million - $1.06 Million	-46,896 Reduced 80.49%	11,364 $252 Million

Others Institutions Holding SPMB

# of Institutions

223

Shares Held

245M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
Sector ETFs
Industry ETFs

More about SPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Account

Goldstone Financial Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History