Visionary Wealth Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

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 138,006 shares of SPMB stock, worth $3.02 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

138,006

Previous 119,396 15.59%

Holding current value

$3.02 Million

Previous $2.57 Million 18.31%

% of portfolio

0.19%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $22.14 $395,090 - $412,025	18,610 Added 15.59%	138,006 $3.04 Million
Q4 2024 Feb 13, 2025	BUY	$21.43 - $22.55 $1.98 Million - $2.08 Million	92,316 Added 340.9%	119,396 $2.57 Million
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

250

Shares Held

271M

Call Options Held

35.6K

Put Options Held

3.54K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Visionary Wealth Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History