West Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, West Wealth Group, LLC holds 130,137 shares of SPMB stock, worth $2.92 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

130,137

Previous 132,032 1.44%

Holding current value

$2.92 Million

Previous $2.91 Million 1.2%

% of portfolio

0.78%

Previous 0.89%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$21.55 - $22.2 $40,837 - $42,069	-1,895 Reduced 1.44%	130,137 $2.88 Million
Q1 2025 May 05, 2025	SELL	$21.23 - $22.14 $650,211 - $678,081	-30,627 Reduced 18.83%	132,032 $2.91 Million
Q4 2024 Jan 22, 2025	BUY	$21.43 - $22.55 $306,491 - $322,510	14,302 Added 9.64%	162,659 $3.51 Million
Q3 2024 Oct 23, 2024	BUY	$21.35 - $22.73 $3.17 Million - $3.37 Million	148,357 New	148,357 $3.34 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

Ticker SPMB
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West Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History