Householder Group Estate & Retirement Specialist, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 38,588 shares of SPMB stock, worth $841,218. This represents 0.25% of its overall portfolio holdings.

Number of Shares

38,588

Previous 37,857 1.93%

Holding current value

$841,218

Previous $816,000 6.5%

% of portfolio

0.25%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$21.35 - $22.73 $15,606 - $16,615	731 Added 1.93%	38,588 $869,000
Q2 2024 Jul 17, 2024	BUY	$20.97 - $21.76 $242,077 - $251,197	11,544 Added 43.87%	37,857 $816,000
Q1 2024 May 03, 2024	BUY	$21.41 - $22.04 $33,164 - $34,139	1,549 Added 6.26%	26,313 $571,000
Q4 2023 Jan 23, 2024	SELL	$20.11 - $22.18 $67,207 - $74,125	-3,342 Reduced 11.89%	24,764 $546,000
Q3 2023 Oct 10, 2023	BUY	$20.73 - $21.96 $485,869 - $514,698	23,438 Added 502.1%	28,106 $584,000
Q1 2023 Apr 13, 2023	BUY	$21.47 - $22.62 $100,221 - $105,590	4,668 New	4,668 $104,000
Q3 2022 Oct 11, 2022	BUY	$21.2 - $23.55 $18,422 - $20,464	869 New	869 $18,000

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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Householder Group Estate & Retirement Specialist, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History