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

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Modera Wealth Management, LLC holds 15,021 shares of SPMB stock, worth $336,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,021
Previous 14,993 0.19%
Holding current value
$336,770
Previous $330,000 0.3%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$21.55 - $22.2 $603 - $621
28 Added 0.19%
15,021 $331,000
Q3 2024

Oct 24, 2024
BUY
$21.35 - $22.73 $320,100 - $340,790
14,993 New
14,993 $337,000
Q1 2023

May 05, 2023
BUY
$21.47 - $22.62 $25,828 - $27,211
1,203 Added 5.66%
22,462 $498,000
Q4 2022

Feb 07, 2023
SELL
$20.76 - $22.35 $600,773 - $646,786
-28,939 Reduced 57.65%
21,259 $461,000
Q3 2022

Nov 01, 2022
SELL
$21.2 - $23.55 $635,915 - $706,405
-29,996 Reduced 37.4%
50,198 $1.08 Million
Q2 2022

Jul 27, 2022
SELL
$22.01 - $23.84 $13.1 Million - $14.2 Million
-596,660 Reduced 88.15%
80,194 $1.83 Million
Q1 2022

May 03, 2022
SELL
$23.73 - $25.3 $151 Million - $161 Million
-6,371,816 Reduced 90.4%
676,854 $16.2 Million
Q4 2021

Feb 04, 2022
SELL
$25.33 - $25.72 $8.38 Million - $8.51 Million
-330,999 Reduced 4.49%
7,048,670 $179 Million
Q3 2021

Nov 04, 2021
BUY
$25.67 - $25.95 $9.09 Million - $9.19 Million
354,145 Added 5.04%
7,379,669 $190 Million
Q2 2021

Aug 02, 2021
BUY
$25.73 - $26.03 $42.8 Million - $43.3 Million
1,661,576 Added 30.98%
7,025,524 $182 Million
Q1 2021

Apr 29, 2021
BUY
$25.91 - $26.47 $139 Million - $142 Million
5,363,948 New
5,363,948 $139 Million

Others Institutions Holding SPMB

# of Institutions
252
Shares Held
274M
Call Options Held
14.8K
Put Options Held
22.5K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email