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

West Wealth Group, LLC

  • $327 Million
  • Q1 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 132,032 shares of SPMB stock, worth $2.9 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
132,032
Previous 162,659 18.83%
Holding current value
$2.9 Million
Previous $3.51 Million 16.95%
% of portfolio
0.89%
Previous 1.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
249
Shares Held
271M
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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