Willow Creek Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 107,994 shares of SPMB stock, worth $2.34 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

107,994

Previous 116,581 7.37%

Holding current value

$2.34 Million

Previous $2.42 Million 1.69%

% of portfolio

0.3%

Previous 0.37%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	SELL	$20.11 - $22.18 $172,684 - $190,459	-8,587 Reduced 7.37%	107,994 $2.38 Million
Q3 2023 Nov 20, 2023	SELL	$20.73 - $21.96 $276,558 - $292,968	-13,341 Reduced 10.27%	116,581 $2.42 Million
Q2 2023 Aug 28, 2023	BUY	$21.68 - $22.43 $12,249 - $12,672	565 Added 0.44%	129,922 $2.85 Million
Q1 2023 Apr 24, 2023	SELL	$21.47 - $22.62 $45,752 - $48,203	-2,131 Reduced 1.62%	129,357 $2.87 Million
Q4 2022 Mar 01, 2023	BUY	$20.76 - $22.35 $977,380 - $1.05 Million	47,080 Added 55.78%	131,488 $2.85 Million
Q3 2022 Oct 31, 2022	SELL	$21.2 - $23.55 $758,705 - $842,807	-35,788 Reduced 29.77%	84,408 $1.81 Million
Q2 2022 Aug 16, 2022	BUY	$22.01 - $23.84 $156,535 - $169,550	7,112 Added 6.29%	120,196 $2.75 Million
Q1 2022 May 02, 2022	SELL	$23.73 - $25.3 $198,525 - $211,659	-8,366 Reduced 6.89%	113,084 $2.71 Million
Q4 2021 Mar 24, 2022	SELL	$25.33 - $25.72 $1.78 Million - $1.8 Million	-70,145 Reduced 36.61%	121,450 $3.08 Million
Q3 2021 Nov 15, 2021	BUY	$25.67 - $25.95 $1.52 Million - $1.54 Million	59,301 Added 44.83%	191,595 $4.93 Million
Q2 2021 Nov 16, 2021	BUY	$25.73 - $26.03 $446,364 - $451,568	17,348 Added 15.09%	132,294 $3.42 Million
Q1 2021 May 17, 2021	BUY	$25.91 - $26.47 $1.01 Million - $1.03 Million	38,843 Added 51.04%	114,946 $2.98 Million
Q4 2020 Feb 23, 2021	BUY	$26.39 - $26.62 $831,047 - $838,290	31,491 Added 70.59%	76,103 $2.01 Million
Q3 2020 Nov 12, 2020	BUY	$26.58 - $26.79 $980,323 - $988,068	36,882 Added 477.13%	44,612 $1.19 Million
Q2 2020 Aug 11, 2020	BUY	$26.53 - $26.95 $205,076 - $208,323	7,730 New	7,730 $207,000

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

242M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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Willow Creek Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History