Ifp Advisors, Inc Spdr Ser Tr Spdr Portfolio Mor Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Ifp Advisors, Inc holds 32,788 shares of SPMB stock, worth $713,794. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,788

Previous 30,438 7.72%

Holding current value

$713,794

Previous $655,000 10.23%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$21.23 - $22.14 $49,890 - $52,029	2,350 Added 7.72%	32,788 $722,000
Q4 2024 Feb 04, 2025	BUY	$21.43 - $22.55 $621,212 - $653,679	28,988 Added 1999.17%	30,438 $655,000
Q3 2024 Feb 04, 2025	BUY	$21.35 - $22.73 $15,478 - $16,479	725 Added 100.0%	1,450 $32,000
Q1 2023 Apr 18, 2023	SELL	$21.47 - $22.62 $52,751 - $55,577	-2,457 Reduced 77.22%	725 $16,000
Q4 2022 Feb 07, 2023	SELL	$20.76 - $22.35 $1,390 - $1,497	-67 Reduced 2.06%	3,182 $84,000
Q3 2022 Nov 08, 2022	BUY	$21.2 - $23.55 $38,647 - $42,931	1,823 Added 127.84%	3,249 $86,000
Q2 2022 Sep 06, 2022	BUY	$22.01 - $23.84 $31,386 - $33,995	1,426 New	1,426 $40,000
Q2 2022 Aug 12, 2022	SELL	$22.01 - $23.84 $31,386 - $33,995	-1,426 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$23.73 - $25.3 $4,390 - $4,680	185 Added 14.91%	1,426 $0
Q1 2022 Aug 08, 2022	BUY	$23.73 - $25.3 $427 - $455	18 Added 1.47%	1,241 $0
Q4 2021 Jan 12, 2022	BUY	$25.33 - $25.72 $253 - $257	10 Added 0.82%	1,223 $31,000
Q3 2021 Oct 06, 2021	BUY	$25.67 - $25.95 $179 - $181	7 Added 0.58%	1,213 $31,000
Q2 2021 Jul 13, 2021	SELL	$25.73 - $26.03 $17,496 - $17,700	-680 Reduced 36.06%	1,206 $31,000
Q1 2021 Apr 30, 2021	SELL	$25.91 - $26.47 $25,702 - $26,258	-992 Reduced 34.47%	1,886 $49,000
Q4 2020 Jan 25, 2021	BUY	$26.39 - $26.62 $237 - $239	9 Added 0.31%	2,878 $76,000
Q3 2020 Oct 29, 2020	BUY	$26.58 - $26.79 $212 - $214	8 Added 0.28%	2,869 $76,000
Q2 2020 Aug 05, 2020	BUY	$26.53 - $26.95 $75,902 - $77,103	2,861 New	2,861 $76,000
Q1 2019 May 15, 2019	SELL	N/A	-78 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	25 Added 47.17%	78 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1 Added 1.92%	53 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-568 Reduced 91.61%	52 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-5 Reduced 0.8%	620 $16,000
Q1 2018 May 09, 2018	BUY	N/A	5 Added 0.81%	625 $0
Q4 2017 Jan 24, 2018	BUY	N/A	2 Added 0.32%	620 $0
Q3 2017 Oct 30, 2017	BUY	N/A	576 Added 1371.43%	618 $16,000
Q2 2017 Jun 03, 2019	SELL	N/A	-22 Reduced 34.38%	42 $1,000
Q1 2017 Jun 03, 2019	SELL	N/A	-157 Reduced 71.04%	64 $2,000
Q4 2016 Jun 03, 2019	BUY	N/A	18 Added 8.87%	221 $6,000
Q2 2016 Jun 03, 2019	BUY	N/A	203	203 $6,000

Others Institutions Holding SPMB

# of Institutions

248

Shares Held

269M

Call Options Held

35.6K

Put Options Held

3.54K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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