Integrated Wealth Concepts LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 117,859 shares of SPMB stock, worth $2.61 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
117,859
Previous 115,583 1.97%
Holding current value
$2.61 Million
Previous $2.6 Million 2.5%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 14, 2025
BUY
$21.43 - $22.55 $48,774 - $51,323
2,276 Added 1.97%
117,859 $2.54 Million
Q3 2024

Nov 14, 2024
BUY
$21.35 - $22.73 $198,277 - $211,093
9,287 Added 8.74%
115,583 $2.6 Million
Q2 2024

Aug 14, 2024
SELL
$20.97 - $21.76 $102,040 - $105,884
-4,866 Reduced 4.38%
106,296 $2.29 Million
Q1 2024

May 15, 2024
SELL
$21.41 - $22.04 $954,436 - $982,521
-44,579 Reduced 28.62%
111,162 $2.41 Million
Q4 2023

Feb 13, 2024
SELL
$20.11 - $22.18 $435,844 - $480,707
-21,673 Reduced 12.22%
155,741 $3.44 Million
Q3 2023

Nov 15, 2023
SELL
$20.73 - $21.96 $198,593 - $210,376
-9,580 Reduced 5.12%
177,414 $3.69 Million
Q2 2023

Aug 15, 2023
SELL
$21.68 - $22.43 $334,435 - $346,005
-15,426 Reduced 7.62%
186,994 $4.1 Million
Q1 2023

May 03, 2023
BUY
$21.47 - $22.62 $1.81 Million - $1.91 Million
84,313 Added 71.39%
202,420 $4.49 Million
Q4 2022

Feb 13, 2023
BUY
$20.76 - $22.35 $830 - $894
40 Added 0.03%
118,107 $2.56 Million
Q3 2022

Nov 14, 2022
SELL
$21.2 - $23.55 $160,399 - $178,179
-7,566 Reduced 6.02%
118,067 $2.53 Million
Q2 2022

Aug 08, 2022
SELL
$22.01 - $23.84 $1.96 Million - $2.12 Million
-89,118 Reduced 41.5%
125,633 $2.87 Million
Q1 2022

May 12, 2022
BUY
$23.73 - $25.3 $1.96 Million - $2.09 Million
82,441 Added 62.31%
214,751 $5.15 Million
Q4 2021

Feb 15, 2022
SELL
$25.33 - $25.72 $100,104 - $101,645
-3,952 Reduced 2.9%
132,310 $3.36 Million
Q3 2021

Nov 15, 2021
SELL
$25.67 - $25.95 $1.89 Million - $1.91 Million
-73,457 Reduced 35.03%
136,262 $3.51 Million
Q2 2021

Aug 13, 2021
BUY
$25.73 - $26.03 $5.4 Million - $5.46 Million
209,719 New
209,719 $5.42 Million

Others Institutions Holding SPMB

# of Institutions
241
Shares Held
262M
Call Options Held
5.5K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email