Kingsview Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 361,046 shares of SPMB stock, worth $7.77 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
361,046
Previous 285,424 26.49%
Holding current value
$7.77 Million
Previous $6.16 Million 32.13%
% of portfolio
0.18%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$21.35 - $22.73 $1.61 Million - $1.72 Million
75,622 Added 26.49%
361,046 $8.13 Million
Q2 2024

Aug 14, 2024
BUY
$20.97 - $21.76 $81,845 - $84,929
3,903 Added 1.39%
285,424 $6.16 Million
Q1 2024

May 09, 2024
BUY
$21.41 - $22.04 $4,667 - $4,804
218 Added 0.08%
281,521 $6.11 Million
Q4 2023

Feb 08, 2024
BUY
$20.11 - $22.18 $21,899 - $24,154
1,089 Added 0.39%
281,303 $6.21 Million
Q3 2023

Nov 07, 2023
BUY
$20.73 - $21.96 $855,050 - $905,784
41,247 Added 17.26%
280,214 $5.83 Million
Q2 2023

Aug 10, 2023
BUY
$21.68 - $22.43 $65,321 - $67,581
3,013 Added 1.28%
238,967 $5.24 Million
Q1 2023

May 15, 2023
SELL
$21.47 - $22.62 $144,578 - $152,323
-6,734 Reduced 2.77%
235,954 $5.23 Million
Q4 2022

Feb 13, 2023
BUY
$20.76 - $22.35 $117,107 - $126,076
5,641 Added 2.38%
242,688 $5.27 Million
Q3 2022

Nov 14, 2022
SELL
$21.2 - $23.55 $4,876 - $5,416
-230 Reduced 0.1%
237,047 $5.09 Million
Q2 2022

Aug 16, 2022
SELL
$22.01 - $23.84 $182,418 - $197,585
-8,288 Reduced 3.38%
237,277 $5.42 Million
Q1 2022

Feb 08, 2024
SELL
$23.73 - $25.3 $1 Million - $1.07 Million
-42,156 Reduced 14.99%
239,147 $0
Q4 2021

Feb 17, 2022
BUY
$25.33 - $25.72 $33,080 - $33,590
1,306 Added 0.53%
245,565 $6.23 Million
Q3 2021

Dec 03, 2021
BUY
$25.67 - $25.95 $5.04 Million - $5.09 Million
196,205 Added 408.3%
244,259 $6.28 Million
Q2 2021

Aug 17, 2021
BUY
$25.73 - $26.03 $166,498 - $168,440
6,471 Added 15.56%
48,054 $1.24 Million
Q1 2021

May 24, 2021
BUY
$25.91 - $26.47 $97,732 - $99,844
3,772 Added 9.98%
41,583 $1.08 Million
Q4 2020

Feb 16, 2021
BUY
$26.39 - $26.62 $202,464 - $204,228
7,672 Added 25.46%
37,811 $999,000
Q3 2020

Nov 19, 2020
BUY
$26.58 - $26.79 $107,595 - $108,445
4,048 Added 15.51%
30,139 $803,000
Q2 2020

Aug 14, 2020
BUY
$26.53 - $26.95 $22,205 - $22,557
837 Added 3.31%
26,091 $699,000
Q1 2020

May 11, 2020
BUY
$23.3 - $26.73 $137,143 - $157,332
5,886 Added 30.39%
25,254 $674,000
Q4 2019

Jan 31, 2020
BUY
$26.07 - $26.31 $504,923 - $509,572
19,368 New
19,368 $506,000
Q4 2019

Jan 30, 2020
SELL
$26.07 - $26.31 $351,945 - $355,185
-13,500 Closed
0 $0
Q3 2019

Jan 29, 2020
BUY
$26.12 - $26.31 $45,736 - $46,068
1,751 Added 14.9%
13,500 $355,000
Q2 2019

Jan 29, 2020
BUY
N/A
11,749 New
11,749 $307,000

Others Institutions Holding SPMB

# of Institutions
219
Shares Held
243M
Call Options Held
0
Put Options Held
0
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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