Portside Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Portside Wealth Group, LLC holds 236,738 shares of SPMB stock, worth $5.34 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
236,738
Previous 218,945 8.13%
Holding current value
$5.34 Million
Previous $4.83 Billion 8.37%
% of portfolio
0.77%
Previous 0.79%

Shares

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

Aug 11, 2025
BUY
$21.55 - $22.2 $383,439 - $395,004
17,793 Added 8.13%
236,738 $5.23 Billion
Q1 2025

Apr 14, 2025
BUY
$21.23 - $22.14 $189,902 - $198,042
8,945 Added 4.26%
218,945 $4.83 Billion
Q1 2025

Apr 10, 2025
BUY
$21.23 - $22.14 $328,470 - $342,550
15,472 Added 7.94%
210,222 $4.53 Billion
Q4 2024

Apr 14, 2025
SELL
$21.43 - $22.55 $4,757 - $5,006
-222 Reduced 0.11%
210,000 $4.53 Billion
Q4 2024

Jan 15, 2025
SELL
$21.43 - $22.55 $57,796 - $60,817
-2,697 Reduced 1.37%
194,750 $4.39 Billion
Q3 2024

Oct 31, 2024
BUY
$21.35 - $22.73 $431,099 - $458,964
20,192 Added 11.39%
197,447 $4.45 Billion
Q2 2024

Jul 18, 2024
SELL
$20.97 - $21.76 $609,996 - $632,976
-29,089 Reduced 14.1%
177,255 $3.82 Billion
Q1 2024

Apr 17, 2024
BUY
$21.41 - $22.04 $170,081 - $175,085
7,944 Added 4.0%
206,344 $4.48 Billion
Q4 2023

Jan 16, 2024
BUY
$20.11 - $22.18 $231,405 - $255,225
11,507 Added 6.16%
198,400 $4.38 Billion
Q3 2023

Oct 27, 2023
BUY
$20.73 - $21.96 $97,638 - $103,431
4,710 Added 2.59%
186,893 $3.89 Billion
Q2 2023

Sep 01, 2023
SELL
$21.68 - $22.43 $190 Million - $196 Million
-8,757,818 Reduced 97.96%
182,183 $3.99 Billion
Q2 2023

Aug 01, 2023
BUY
$21.68 - $22.43 $194 Million - $201 Million
8,940,001 New
8,940,001 $196 Million

About SPDR SER TR SPDR PORTFOLIO MOR

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  • Ticker SPMB
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