Stokes Family Office, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Stokes Family Office, LLC

$898 Million
Q4 2024

A detailed history of Stokes Family Office, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Stokes Family Office, LLC holds 465,769 shares of SPMB stock, worth $10 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

465,769

Previous 405,917 14.74%

Holding current value

$10 Million

Previous $9.15 Million 9.75%

% of portfolio

1.12%

Previous 1.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$21.43 - $22.55 $1.28 Million - $1.35 Million	59,852 Added 14.74%	465,769 $10 Million
Q3 2024 Nov 12, 2024	BUY	$21.35 - $22.73 $456,356 - $485,853	21,375 Added 5.56%	405,917 $9.15 Million
Q2 2024 Jul 05, 2024	SELL	$20.97 - $21.76 $92,268 - $95,744	-4,400 Reduced 1.13%	384,542 $8.29 Million
Q1 2024 May 06, 2024	BUY	$21.41 - $22.04 $578,005 - $595,013	26,997 Added 7.46%	388,942 $8.45 Million
Q4 2023 Feb 06, 2024	SELL	$20.11 - $22.18 $64,834 - $71,508	-3,224 Reduced 0.88%	361,945 $7.99 Million
Q3 2023 Nov 13, 2023	SELL	$20.73 - $21.96 $4.92 Million - $5.21 Million	-237,416 Reduced 39.4%	365,169 $7.6 Million
Q2 2023 Aug 14, 2023	SELL	$21.68 - $22.43 $407,649 - $421,751	-18,803 Reduced 3.03%	602,585 $13.2 Million
Q1 2023 May 08, 2023	SELL	$21.47 - $22.62 $4.94 Million - $5.21 Million	-230,156 Reduced 27.03%	621,388 $13.8 Million
Q4 2022 Feb 14, 2023	BUY	$20.76 - $22.35 $17.7 Million - $19 Million	851,544 New	851,544 $18.5 Million

Others Institutions Holding SPMB

# of Institutions

236

Shares Held

259M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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Stokes Family Office, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History