Warren Averett Asset Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 160,295 shares of SPMB stock, worth $3.49 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
160,295
Previous 144,687 10.79%
Holding current value
$3.49 Million
Previous $3.12 Million 13.34%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.23 - $22.14 $331,357 - $345,561
15,608 Added 10.79%
160,295 $3.53 Million
Q4 2024

Feb 14, 2025
BUY
$21.43 - $22.55 $253,538 - $266,789
11,831 Added 8.91%
144,687 $3.12 Million
Q3 2024

Nov 14, 2024
BUY
$21.35 - $22.73 $810,403 - $862,785
37,958 Added 40.0%
132,856 $2.99 Million
Q2 2024

Aug 14, 2024
BUY
$20.97 - $21.76 $1.99 Million - $2.06 Million
94,898 New
94,898 $2.05 Million

Others Institutions Holding SPMB

# of Institutions
249
Shares Held
269M
Call Options Held
35.6K
Put Options Held
3.54K
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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