Kwb Wealth Spdr Ser Tr Spdr Portfolio Mor Transaction History

Kwb Wealth

  • $741 Million
  • Q1 2024

A detailed history of Kwb Wealth transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Kwb Wealth holds 802,314 shares of SPMB stock, worth $17.3 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
802,314
Previous 743,474 7.91%
Holding current value
$17.3 Million
Previous $16.4 Million 6.2%
% of portfolio
2.35%
Previous 2.37%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$21.41 - $22.04 $1.26 Million - $1.3 Million
58,840 Added 7.91%
802,314 $17.4 Million
Q4 2023

Jan 10, 2024
BUY
$20.11 - $22.18 $401,134 - $442,424
19,947 Added 2.76%
743,474 $16.4 Million
Q3 2023

Oct 10, 2023
SELL
$20.73 - $21.96 $106,407 - $112,720
-5,133 Reduced 0.7%
723,527 $15 Million
Q2 2023

Jul 24, 2023
BUY
$21.68 - $22.43 $134,025 - $138,662
6,182 Added 0.86%
728,660 $16 Million
Q1 2023

Apr 07, 2023
BUY
$21.47 - $22.62 $365,462 - $385,037
17,022 Added 2.41%
722,478 $16 Million
Q4 2022

Feb 09, 2023
SELL
$21.0 - $22.35 $15.5 Million - $16.5 Million
-738,719 Reduced 51.15%
705,456 $15.3 Million
Q3 2022

Nov 10, 2022
BUY
N/A
53,246 Added 3.83%
1,444,175 $31 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-210,013 Reduced 13.12%
1,390,929 $31.8 Million
Q1 2022

May 10, 2022
SELL
N/A
-6,443 Reduced 0.4%
1,600,942 $40.6 Million
Q4 2021

Feb 02, 2022
BUY
N/A
53,489 Added 3.44%
1,607,385 $40.8 Million
Q3 2021

Nov 12, 2021
BUY
N/A
273,772 Added 21.39%
1,553,896 $40 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-8,748 Reduced 0.68%
1,280,124 $33.2 Million
Q1 2021

May 10, 2021
BUY
N/A
172,943 Added 15.5%
1,288,872 $33.4 Million
Q4 2020

Feb 10, 2021
BUY
N/A
1,115,929 New
1,115,929 $29.5 Million

Others Institutions Holding SPMB

# of Institutions
212
Shares Held
225M
Call Options Held
29K
Put Options Held
69.6K
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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