Financial Advocates Investment Management Spdr Ser Tr Spdr Portfolio Mor Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Financial Advocates Investment Management holds 42,828 shares of SPMB stock, worth $928,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares
42,828
Previous 42,201 1.49%
Holding current value
$928,082
Previous $950,000 2.95%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 27, 2025
BUY
$21.43 - $22.55 $13,436 - $14,138
627 Added 1.49%
42,828 $922,000
Q3 2024

Oct 25, 2024
BUY
$21.35 - $22.73 $101,732 - $108,308
4,765 Added 12.73%
42,201 $950,000
Q2 2024

Jul 26, 2024
BUY
$20.97 - $21.76 $10,380 - $10,771
495 Added 1.34%
37,436 $807,000
Q1 2024

May 01, 2024
SELL
$21.41 - $22.04 $263,899 - $271,665
-12,326 Reduced 25.02%
36,941 $802,000
Q4 2023

Feb 08, 2024
BUY
$20.11 - $22.18 $69,299 - $76,432
3,446 Added 7.52%
49,267 $1.09 Million
Q3 2023

Oct 27, 2023
BUY
$20.73 - $21.96 $180,889 - $191,622
8,726 Added 23.52%
45,821 $953,000
Q2 2023

Aug 07, 2023
BUY
$21.68 - $22.43 $599,755 - $620,503
27,664 Added 293.33%
37,095 $812,000
Q1 2023

May 11, 2023
BUY
$21.47 - $22.62 $202,483 - $213,329
9,431 New
9,431 $209,000
Q2 2021

Aug 03, 2021
SELL
$25.73 - $26.03 $459,383 - $464,739
-17,854 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$25.91 - $26.47 $9.45 Million - $9.65 Million
-364,628 Reduced 95.33%
17,854 $463,000
Q4 2020

Feb 12, 2021
BUY
$26.39 - $26.62 $10.1 Million - $10.2 Million
382,482 New
382,482 $10.1 Million

Others Institutions Holding SPMB

# of Institutions
229
Shares Held
247M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
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