United Capital Financial Advisers, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 136,239 shares of SPMB stock, worth $3.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
136,239
Previous 150,671 9.58%
Holding current value
$3.08 Million
Previous $3.27 Million 10.21%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$20.97 - $21.76 $302,639 - $314,040
-14,432 Reduced 9.58%
136,239 $2.94 Million
Q1 2024

May 15, 2024
SELL
$21.41 - $22.04 $2.51 Million - $2.58 Million
-117,210 Reduced 43.75%
150,671 $3.27 Million
Q4 2023

Feb 14, 2024
SELL
$20.11 - $22.18 $12.4 Million - $13.6 Million
-615,118 Reduced 69.66%
267,881 $5.91 Million
Q3 2023

Nov 14, 2023
BUY
$20.73 - $21.96 $272,164 - $288,312
13,129 Added 1.51%
882,999 $18.4 Million
Q2 2023

Aug 14, 2023
SELL
$21.68 - $22.43 $496,298 - $513,467
-22,892 Reduced 2.56%
869,870 $19.1 Million
Q1 2023

Aug 14, 2023
BUY
$21.47 - $22.62 $491,491 - $517,817
22,892 Added 2.63%
892,762 $19.8 Million
Q1 2023

May 15, 2023
SELL
$21.47 - $22.62 $3.4 Million - $3.58 Million
-158,215 Reduced 15.05%
892,762 $19.8 Million
Q4 2022

Feb 14, 2023
SELL
$20.76 - $22.35 $5.22 Million - $5.62 Million
-251,297 Reduced 19.3%
1,050,977 $22.8 Million
Q3 2022

Nov 14, 2022
SELL
$21.2 - $23.55 $4.12 Million - $4.57 Million
-194,263 Reduced 12.98%
1,302,274 $27.9 Million
Q2 2022

Aug 11, 2022
SELL
$22.01 - $23.84 $3.06 Million - $3.31 Million
-138,805 Reduced 8.49%
1,496,537 $34.2 Million
Q1 2022

May 16, 2022
BUY
$23.73 - $25.3 $2,942 - $3,137
124 Added 0.01%
1,635,342 $39.2 Million
Q4 2021

Feb 14, 2022
BUY
$25.33 - $25.72 $5.26 Million - $5.35 Million
207,815 Added 14.56%
1,635,218 $41.5 Million
Q3 2021

Nov 15, 2021
BUY
$25.67 - $25.95 $5.99 Million - $6.06 Million
233,411 Added 19.55%
1,427,403 $36.7 Million
Q2 2021

Aug 13, 2021
BUY
$25.73 - $26.03 $5.52 Million - $5.59 Million
214,701 Added 21.92%
1,193,992 $30.9 Million
Q1 2021

May 14, 2021
BUY
$25.91 - $26.47 $4.93 Million - $5.04 Million
190,272 Added 24.12%
979,291 $25.4 Million
Q4 2020

Feb 17, 2021
BUY
$26.39 - $26.62 $4.1 Million - $4.13 Million
155,244 Added 24.5%
789,019 $20.8 Million
Q3 2020

Nov 13, 2020
BUY
$26.58 - $26.79 $6.33 Million - $6.38 Million
237,972 Added 60.12%
633,775 $16.9 Million
Q2 2020

Aug 13, 2020
BUY
$26.53 - $26.95 $10.5 Million - $10.7 Million
395,803 New
395,803 $10.6 Million

Others Institutions Holding SPMB

# of Institutions
215
Shares Held
234M
Call Options Held
0
Put Options Held
12.3K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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