Wallace Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Wallace Advisory Group, LLC

$138 Billion
Q2 2025

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 19,508 shares of SPMB stock, worth $437,954. This represents 0.31% of its overall portfolio holdings.

Number of Shares

19,508

Previous 19,556 0.25%

Holding current value

$437,954

Previous $421 Million 2.07%

% of portfolio

0.31%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$21.55 - $22.2 $1,034 - $1,065	-48 Reduced 0.25%	19,508 $430 Million
Q1 2025 Apr 08, 2025	BUY	$21.23 - $22.14 $6,751 - $7,040	318 Added 1.65%	19,556 $421 Million
Q4 2024 Jan 13, 2025	SELL	$21.43 - $22.55 $14,058 - $14,792	-656 Reduced 3.3%	19,238 $433 Million
Q2 2024 Aug 14, 2024	SELL	$20.97 - $21.76 $3,355 - $3,481	-160 Reduced 0.8%	19,894 $429 Million
Q1 2024 Apr 12, 2024	BUY	$21.41 - $22.04 $6,487 - $6,678	303 Added 1.53%	20,054 $443 Million
Q4 2023 Jan 08, 2024	BUY	$20.11 - $22.18 $48,384 - $53,365	2,406 Added 13.87%	19,751 $411 Million
Q3 2023 Oct 05, 2023	BUY	$20.73 - $21.96 $34,847 - $36,914	1,681 Added 10.73%	17,345 $380 Million
Q1 2023 May 10, 2023	SELL	$21.47 - $22.62 $1,932 - $2,035	-90 Reduced 0.57%	15,664 $347 Million
Q4 2022 Feb 21, 2023	BUY	$20.76 - $22.35 $327,053 - $352,101	15,754 New	15,754 $342 Million

Others Institutions Holding SPMB

# of Institutions

254

Shares Held

274M

Call Options Held

14.8K

Put Options Held

22.5K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Wallace Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History