Visionary Wealth Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Visionary Wealth Advisors holds 27,080 shares of SPMB stock, worth $590,344. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,080
Previous 29,139 7.07%
Holding current value
$590,344
Previous $628,000 2.87%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$21.35 - $22.73 $43,959 - $46,801
-2,059 Reduced 7.07%
27,080 $610,000
Q2 2024

Aug 13, 2024
SELL
$20.97 - $21.76 $228,426 - $237,031
-10,893 Reduced 27.21%
29,139 $628,000
Q1 2024

May 15, 2024
BUY
$21.41 - $22.04 $7,814 - $8,044
365 Added 0.92%
40,032 $869,000
Q4 2023

Feb 14, 2024
SELL
$20.11 - $22.18 $986,073 - $1.09 Million
-49,034 Reduced 55.28%
39,667 $875,000
Q3 2023

Nov 13, 2023
BUY
$20.73 - $21.96 $34,287 - $36,321
1,654 Added 1.9%
88,701 $1.84 Million
Q2 2023

Aug 11, 2023
SELL
$21.68 - $22.43 $53,050 - $54,886
-2,447 Reduced 2.73%
87,047 $1.91 Million
Q1 2023

May 15, 2023
SELL
$21.47 - $22.62 $22,006 - $23,185
-1,025 Reduced 1.13%
89,494 $1.98 Million
Q4 2022

Feb 13, 2023
BUY
$20.76 - $22.35 $124,269 - $133,787
5,986 Added 7.08%
90,519 $1.96 Million
Q3 2022

Nov 14, 2022
BUY
$21.2 - $23.55 $33,771 - $37,515
1,593 Added 1.92%
84,533 $1.81 Million
Q2 2022

Aug 12, 2022
BUY
$22.01 - $23.84 $660 - $715
30 Added 0.04%
82,940 $1.9 Million
Q1 2022

May 12, 2022
BUY
$23.73 - $25.3 $28,570 - $30,461
1,204 Added 1.47%
82,910 $1.99 Million
Q4 2021

Feb 14, 2022
SELL
$25.33 - $25.72 $439,222 - $445,984
-17,340 Reduced 17.51%
81,706 $2.07 Million
Q3 2021

Nov 12, 2021
SELL
$25.67 - $25.95 $542,766 - $548,686
-21,144 Reduced 17.59%
99,046 $2.55 Million
Q2 2021

Aug 13, 2021
BUY
$25.73 - $26.03 $599,843 - $606,837
23,313 Added 24.06%
120,190 $3.11 Million
Q1 2021

May 18, 2021
BUY
$25.91 - $26.47 $1.19 Million - $1.22 Million
45,922 Added 90.12%
96,877 $2.51 Million
Q4 2020

Feb 16, 2021
BUY
$26.39 - $26.62 $565,089 - $570,014
21,413 Added 72.48%
50,955 $1.35 Million
Q3 2020

Nov 16, 2020
SELL
$26.58 - $26.79 $1.88 Million - $1.89 Million
-70,700 Reduced 70.53%
29,542 $787,000
Q2 2020

Aug 14, 2020
SELL
$26.53 - $26.95 $1.92 Million - $1.95 Million
-72,299 Reduced 41.9%
100,242 $2.69 Million
Q1 2020

May 15, 2020
BUY
$23.3 - $26.73 $4.02 Million - $4.61 Million
172,541 New
172,541 $4.61 Million

Others Institutions Holding SPMB

# of Institutions
219
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
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