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

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

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 92,331 shares of SPMB stock, worth $2.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
92,331
Previous 107,994 14.5%
Holding current value
$2.01 Million
Previous $2.38 Million 16.53%
% of portfolio
0.21%
Previous 0.3%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$21.43 - $22.55 $335,658 - $353,200
-15,663 Reduced 14.5%
92,331 $1.99 Million
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
248
Shares Held
269M
Call Options Held
35.6K
Put Options Held
3.54K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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  • Ticker SPMB
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