Clearwater Capital Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Clearwater Capital Advisors, LLC

$967 Million
Q4 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 618,461 shares of SPMB stock, worth $13.6 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

618,461

Previous 613,436 0.82%

Holding current value

$13.6 Million

Previous $13.8 Million 3.57%

% of portfolio

1.38%

Previous 1.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$21.43 - $22.55 $107,685 - $113,313	5,025 Added 0.82%	618,461 $13.3 Million
Q3 2024 Nov 12, 2024	SELL	$21.35 - $22.73 $572,478 - $609,482	-26,814 Reduced 4.19%	613,436 $13.8 Million
Q2 2024 Aug 06, 2024	SELL	$20.97 - $21.76 $306,623 - $318,174	-14,622 Reduced 2.23%	640,250 $13.8 Million
Q1 2024 May 09, 2024	SELL	$21.41 - $22.04 $194,338 - $200,057	-9,077 Reduced 1.37%	654,872 $14.2 Million
Q4 2023 Feb 06, 2024	BUY	$20.11 - $22.18 $13.4 Million - $14.7 Million	663,949 New	663,949 $14.7 Million

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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Clearwater Capital Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History