Level Four Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Level Four Advisory Services, LLC

$2.3 Billion
Q3 2024

A detailed history of Level Four Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 12,210 shares of SPMB stock, worth $266,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,210

Previous 11,820 3.3%

Holding current value

$266,178

Previous $254,000 8.27%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$21.35 - $22.73 $8,326 - $8,864	390 Added 3.3%	12,210 $275,000
Q2 2024 Aug 09, 2024	SELL	$20.97 - $21.76 $17,321 - $17,973	-826 Reduced 6.53%	11,820 $254,000
Q4 2023 Feb 08, 2024	BUY	$20.11 - $22.18 $19,989 - $22,046	994 Added 8.53%	12,646 $279,000
Q3 2023 Nov 13, 2023	SELL	$20.73 - $21.96 $18,677 - $19,785	-901 Reduced 7.18%	11,652 $242,000
Q2 2023 Jul 10, 2023	BUY	$21.68 - $22.43 $13,658 - $14,130	630 Added 5.28%	12,553 $275,000
Q1 2023 Jun 05, 2023	SELL	$21.47 - $22.62 $105,417 - $111,064	-4,910 Reduced 29.17%	11,923 $264,000
Q4 2022 Feb 13, 2023	BUY	$20.76 - $22.35 $349,453 - $376,217	16,833 New	16,833 $365,000
Q1 2021 May 10, 2021	SELL	$25.91 - $26.47 $2.28 Million - $2.33 Million	-88,153 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$26.39 - $26.62 $211,172 - $213,013	8,002 Added 9.98%	88,153 $2.33 Million
Q3 2020 Nov 02, 2020	SELL	$26.58 - $26.79 $1.73 Million - $1.74 Million	-65,051 Reduced 44.8%	80,151 $2.14 Million
Q2 2020 Aug 17, 2020	BUY	$26.53 - $26.95 $3.85 Million - $3.91 Million	145,202 New	145,202 $3.89 Million

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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Level Four Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History