Spire Wealth Management Spdr Ser Tr Spdr Portfolio Mor Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Spire Wealth Management holds 15,297 shares of SPMB stock, worth $333,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,297

Previous 18,096 15.47%

Holding current value

$333,474

Previous $390,000 11.79%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$21.35 - $22.73 $59,758 - $63,621	-2,799 Reduced 15.47%	15,297 $344,000
Q2 2024 Jul 31, 2024	SELL	$20.97 - $21.76 $83,083 - $86,213	-3,962 Reduced 17.96%	18,096 $390,000
Q1 2024 Apr 24, 2024	BUY	$21.41 - $22.04 $64,122 - $66,009	2,995 Added 15.71%	22,058 $479,000
Q4 2023 Feb 06, 2024	BUY	$20.11 - $22.18 $51,260 - $56,536	2,549 Added 15.44%	19,063 $420,000
Q3 2023 Nov 08, 2023	BUY	$20.73 - $21.96 $321,895 - $340,994	15,528 Added 1574.85%	16,514 $343,000
Q2 2023 Aug 09, 2023	SELL	$21.68 - $22.43 $14,547 - $15,050	-671 Reduced 40.49%	986 $21,000
Q1 2023 May 09, 2023	BUY	$21.47 - $22.62 $30,594 - $32,233	1,425 Added 614.22%	1,657 $36,000
Q4 2022 Feb 03, 2023	BUY	$20.76 - $22.35 $830 - $894	40 Added 20.83%	232 $5,000
Q3 2022 Nov 07, 2022	SELL	$21.2 - $23.55 $63,472 - $70,508	-2,994 Reduced 93.97%	192 $4,000
Q2 2022 Jul 22, 2022	SELL	$22.01 - $23.84 $6,492 - $7,032	-295 Reduced 8.47%	3,186 $73,000
Q1 2022 Apr 18, 2022	BUY	$23.73 - $25.3 $569 - $607	24 Added 0.69%	3,481 $83,000
Q4 2021 Jan 14, 2022	BUY	$25.33 - $25.72 $11,170 - $11,342	441 Added 14.62%	3,457 $88,000
Q3 2021 Oct 22, 2021	BUY	$25.67 - $25.95 $25,464 - $25,742	992 Added 49.01%	3,016 $78,000
Q2 2021 Jul 26, 2021	BUY	$25.73 - $26.03 $19,374 - $19,600	753 Added 59.24%	2,024 $52,000
Q1 2021 May 21, 2021	BUY	$25.91 - $26.47 $32,931 - $33,643	1,271 New	1,271 $33,000

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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Spire Wealth Management Spdr Ser Tr Spdr Portfolio Mor Transaction History