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

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

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 118,054 shares of SPMB stock, worth $2.57 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

118,054

Previous 140,335 15.88%

Holding current value

$2.57 Million

Previous $3.02 Billion 13.93%

% of portfolio

0.57%

Previous 0.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.23 - $22.14 $473,025 - $493,301	-22,281 Reduced 15.88%	118,054 $2.6 Billion
Q4 2024 Feb 12, 2025	BUY	$21.43 - $22.55 $67,161 - $70,671	3,134 Added 2.28%	140,335 $3.02 Billion
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

248

Shares Held

269M

Call Options Held

35.6K

Put Options Held

3.54K

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About SPDR SER TR SPDR PORTFOLIO MOR

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