Vertex Planning Partners, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 137,201 shares of SPMB stock, worth $2.99 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

137,201

Previous 138,732 1.1%

Holding current value

$2.99 Million

Previous $2.99 Billion 3.3%

% of portfolio

0.74%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$21.35 - $22.73 $32,686 - $34,799	-1,531 Reduced 1.1%	137,201 $3.09 Billion
Q2 2024 Aug 13, 2024	BUY	$20.97 - $21.76 $1.03 Million - $1.07 Million	49,332 Added 55.18%	138,732 $2.99 Billion
Q1 2024 May 13, 2024	SELL	$21.41 - $22.04 $19,932 - $20,519	-931 Reduced 1.03%	89,400 $1.94 Billion
Q4 2023 Feb 14, 2024	BUY	$20.11 - $22.18 $185,494 - $204,588	9,224 Added 11.37%	90,331 $1.99 Billion
Q3 2023 Nov 14, 2023	SELL	$20.73 - $21.96 $247,495 - $262,180	-11,939 Reduced 12.83%	81,107 $1.69 Billion
Q2 2023 Aug 14, 2023	BUY	$21.68 - $22.43 $127,391 - $131,798	5,876 Added 6.74%	93,046 $2.04 Billion
Q1 2023 May 16, 2023	BUY	$21.47 - $22.62 $944,400 - $994,985	43,987 Added 101.86%	87,170 $1.93 Billion
Q4 2022 Feb 06, 2023	BUY	$20.76 - $22.35 $896,479 - $965,140	43,183 New	43,183 $937 Million

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
Sector ETFs
Industry ETFs

More about SPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History