A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 139 shares of SPMB stock, worth $2,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares
139
Previous 139 -0.0%
Holding current value
$2,992
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$21.41 - $22.04 $2,783 - $2,865
-130 Reduced 48.33%
139 $3,000
Q4 2023

Feb 12, 2024

SELL
$20.11 - $22.18 $12,508 - $13,795
-622 Reduced 69.81%
269 $5,000
Q2 2023

Aug 14, 2023

BUY
$21.68 - $22.43 $5,831 - $6,033
269 Added 43.25%
891 $19,000
Q1 2023

May 15, 2023

BUY
$21.47 - $22.62 $13,354 - $14,069
622 New
622 $13,000
Q2 2021

Aug 13, 2021

SELL
$25.73 - $26.03 $77,112 - $78,011
-2,997 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$25.91 - $26.47 $67,288 - $68,742
2,597 Added 649.25%
2,997 $0
Q4 2020

Feb 11, 2021

BUY
$26.39 - $26.62 $10,556 - $10,648
400 New
400 $11,000

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


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  • Sector ETFs
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