Retirement Capital Strategies Spdr Ser Tr Spdr Portfolio Mor Transaction History

Retirement Capital Strategies

$250 Million
Q1 2025

A detailed history of Retirement Capital Strategies transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Retirement Capital Strategies holds 17,695 shares of SPMB stock, worth $389,113. This represents 0.16% of its overall portfolio holdings.

Number of Shares

17,695

Previous 9,966 77.55%

Holding current value

$389,113

Previous $214,000 82.24%

% of portfolio

0.16%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $22.14 $164,086 - $171,120	7,729 Added 77.55%	17,695 $390,000
Q4 2024 Feb 07, 2025	SELL	$21.43 - $22.55 $1.2 Million - $1.26 Million	-55,956 Reduced 84.88%	9,966 $214,000
Q3 2024 Nov 12, 2024	SELL	$21.35 - $22.73 $6,383 - $6,796	-299 Reduced 0.45%	65,922 $1.49 Million
Q2 2024 Aug 13, 2024	SELL	$20.97 - $21.76 $1.59 Million - $1.65 Million	-75,718 Reduced 53.35%	66,221 $1.43 Million
Q1 2024 May 13, 2024	SELL	$21.41 - $22.04 $9.99 Million - $10.3 Million	-466,781 Reduced 76.68%	141,939 $3.08 Million
Q4 2023 Feb 14, 2024	BUY	$20.11 - $22.18 $12.2 Million - $13.5 Million	608,720 New	608,720 $13.4 Million
Q2 2023 Aug 14, 2023	BUY	$21.68 - $22.43 $10.2 Million - $10.5 Million	470,257 New	470,257 $10.3 Million

Others Institutions Holding SPMB

# of Institutions

248

Shares Held

270M

Call Options Held

35.6K

Put Options Held

3.54K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Retirement Capital Strategies Spdr Ser Tr Spdr Portfolio Mor Transaction History