A detailed history of Wbh Advisory Inc transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Wbh Advisory Inc holds 27,109 shares of SPMB stock, worth $590,976. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,109
Previous 33,560 19.22%
Holding current value
$590,976
Previous $728,000 19.78%
% of portfolio
0.06%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
$20.97 - $21.76 $135,277 - $140,373
-6,451 Reduced 19.22%
27,109 $584,000
Q1 2024

Apr 16, 2024

SELL
$21.41 - $22.04 $62,902 - $64,753
-2,938 Reduced 8.05%
33,560 $728,000
Q4 2023

Jan 09, 2024

SELL
$20.11 - $22.18 $131,800 - $145,367
-6,554 Reduced 15.22%
36,498 $805,000
Q3 2023

Oct 10, 2023

SELL
$20.73 - $21.96 $197,536 - $209,256
-9,529 Reduced 18.12%
43,052 $895,000
Q2 2023

Jul 12, 2023

SELL
$21.68 - $22.43 $85,917 - $88,890
-3,963 Reduced 7.01%
52,581 $1.15 Million
Q1 2023

Apr 20, 2023

BUY
$21.47 - $22.62 $585,379 - $616,734
27,265 Added 93.12%
56,544 $1.25 Million
Q3 2022

Oct 18, 2022

BUY
N/A
8,092 Added 38.19%
29,279 $628,000
Q2 2022

Jul 12, 2022

SELL
N/A
-13,598 Reduced 39.09%
21,187 $485,000
Q1 2022

Apr 29, 2022

BUY
N/A
7,910 Added 29.43%
34,785 $0
Q4 2021

Jan 28, 2022

BUY
N/A
2,779 Added 11.53%
26,875 $682,000
Q3 2021

Oct 25, 2021

BUY
N/A
239 Added 1.0%
24,096 $620,000
Q2 2021

Jul 27, 2021

BUY
N/A
9,246 Added 63.28%
23,857 $618,000
Q1 2021

Apr 19, 2021

BUY
N/A
14,611 New
14,611 $379,000

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.