Independent Advisor Alliance Spdr Ser Tr Spdr Portfolio Mor Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

A detailed history of Independent Advisor Alliance transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Independent Advisor Alliance holds 31,413 shares of SPMB stock, worth $677,892. This represents 0.02% of its overall portfolio holdings.

Number of Shares

31,413

Previous 1,140,442 97.25%

Holding current value

$677,892

Previous $24.6 Million 97.18%

% of portfolio

0.02%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$21.23 - $22.14 $23.5 Million - $24.6 Million	-1,109,029 Reduced 97.25%	31,413 $692,000
Q4 2024 Feb 07, 2025	BUY	$21.43 - $22.55 $23.8 Million - $25.1 Million	1,111,406 Added 3827.68%	1,140,442 $24.6 Million
Q3 2024 Nov 12, 2024	BUY	$21.35 - $22.73 $3,800 - $4,045	178 Added 0.62%	29,036 $654,000
Q2 2024 Aug 12, 2024	BUY	$20.97 - $21.76 $98,559 - $102,272	4,700 Added 19.46%	28,858 $622,000
Q1 2024 May 08, 2024	BUY	$21.41 - $22.04 $517,222 - $532,442	24,158 New	24,158 $524,000

Others Institutions Holding SPMB

# of Institutions

246

Shares Held

269M

Call Options Held

35.6K

Put Options Held

3.3K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Independent Advisor Alliance Spdr Ser Tr Spdr Portfolio Mor Transaction History