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

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

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 359,281 shares of SPMB stock, worth $8.11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

359,281

Previous 363,772 1.23%

Holding current value

$8.11 Million

Previous $8.02 Million 1.01%

% of portfolio

0.15%

Previous 0.17%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$21.55 - $22.2 $96,781 - $99,700	-4,491 Reduced 1.23%	359,281 $7.94 Million
Q1 2025 May 02, 2025	BUY	$21.23 - $22.14 $49,104 - $51,209	2,313 Added 0.64%	363,772 $8.02 Million
Q4 2024 Jan 28, 2025	BUY	$21.43 - $22.55 $8,850 - $9,313	413 Added 0.11%	361,459 $7.79 Million
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

248

Shares Held

272M

Call Options Held

14.8K

Put Options Held

22.5K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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