Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

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 $3,146. This represents 0.0% of its overall portfolio holdings.

Number of Shares

139

Previous 139 -0.0%

Holding current value

$3,146

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

215

Shares Held

234M

Call Options Held

Put Options Held

12.3K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History