A detailed history of Western Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Western Wealth Management, LLC holds 91,696 shares of SPMB stock, worth $2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
91,696
Previous 176,232 47.97%
Holding current value
$2 Million
Previous $3.8 Million 45.67%
% of portfolio
0.12%
Previous 0.29%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$21.35 - $22.73 $1.8 Million - $1.92 Million
-84,536 Reduced 47.97%
91,696 $2.07 Million
Q2 2024

Jul 19, 2024

BUY
$20.97 - $21.76 $692,324 - $718,406
33,015 Added 23.05%
176,232 $3.8 Million
Q1 2024

May 02, 2024

BUY
$21.41 - $22.04 $257,754 - $265,339
12,039 Added 9.18%
143,217 $3.11 Million
Q4 2023

Jan 31, 2024

BUY
$20.11 - $22.18 $1.79 Million - $1.98 Million
89,151 Added 212.13%
131,178 $2.9 Million
Q3 2023

Nov 07, 2023

BUY
$20.73 - $21.96 $172,432 - $182,663
8,318 Added 24.68%
42,027 $874,000
Q2 2023

Aug 30, 2023

BUY
$21.68 - $22.43 $177,906 - $184,060
8,206 Added 32.18%
33,709 $738,000
Q1 2023

Aug 30, 2023

BUY
$21.47 - $22.62 $263,351 - $277,456
12,266 Added 92.66%
25,503 $565,000
Q4 2022

Feb 02, 2023

SELL
$20.76 - $22.35 $270,855 - $291,600
-13,047 Reduced 49.64%
13,237 $287,000
Q3 2022

Nov 04, 2022

BUY
$21.2 - $23.55 $53,614 - $59,557
2,529 Added 10.65%
26,284 $565,000
Q2 2022

Jul 18, 2022

BUY
$22.01 - $23.84 $145,596 - $157,701
6,615 Added 38.59%
23,755 $543,000
Q1 2022

May 10, 2022

BUY
$23.73 - $25.3 $179,968 - $191,875
7,584 Added 79.36%
17,140 $410,000
Q4 2021

Feb 14, 2022

BUY
$25.33 - $25.72 $46,480 - $47,196
1,835 Added 23.77%
9,556 $242,000
Q2 2021

Aug 09, 2021

SELL
$25.73 - $26.03 $43,457 - $43,964
-1,689 Reduced 17.95%
7,721 $200,000
Q1 2021

May 14, 2021

SELL
$25.91 - $26.47 $128,669 - $131,450
-4,966 Reduced 34.54%
9,410 $244,000
Q4 2020

Feb 10, 2021

SELL
$26.39 - $26.62 $238,380 - $240,458
-9,033 Reduced 38.59%
14,376 $380,000
Q3 2020

Oct 27, 2020

BUY
$26.58 - $26.79 $98,532 - $99,310
3,707 Added 18.82%
23,409 $624,000
Q2 2020

Jul 20, 2020

BUY
$26.53 - $26.95 $522,694 - $530,968
19,702 New
19,702 $528,000

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


  • Ticker SPMB
  • Sector ETFs
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