Portside Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Portside Wealth Group, LLC

$578 Billion
Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Portside Wealth Group, LLC holds 194,750 shares of SPMB stock, worth $4.19 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

194,750

Previous 197,447 1.37%

Holding current value

$4.19 Million

Previous $4.45 Billion 1.37%

% of portfolio

0.76%

Previous 0.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$21.43 - $22.55 $57,796 - $60,817	-2,697 Reduced 1.37%	194,750 $4.39 Billion
Q3 2024 Oct 31, 2024	BUY	$21.35 - $22.73 $431,099 - $458,964	20,192 Added 11.39%	197,447 $4.45 Billion
Q2 2024 Jul 18, 2024	SELL	$20.97 - $21.76 $609,996 - $632,976	-29,089 Reduced 14.1%	177,255 $3.82 Billion
Q1 2024 Apr 17, 2024	BUY	$21.41 - $22.04 $170,081 - $175,085	7,944 Added 4.0%	206,344 $4.48 Billion
Q4 2023 Jan 16, 2024	BUY	$20.11 - $22.18 $231,405 - $255,225	11,507 Added 6.16%	198,400 $4.38 Billion
Q3 2023 Oct 27, 2023	BUY	$20.73 - $21.96 $97,638 - $103,431	4,710 Added 2.59%	186,893 $3.89 Billion
Q2 2023 Sep 01, 2023	SELL	$21.68 - $22.43 $190 Million - $196 Million	-8,757,818 Reduced 97.96%	182,183 $3.99 Billion
Q2 2023 Aug 01, 2023	BUY	$21.68 - $22.43 $194 Million - $201 Million	8,940,001 New	8,940,001 $196 Million

Others Institutions Holding SPMB

# of Institutions

222

Shares Held

245M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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Portside Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History