U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 40,170 shares of SPMB stock, worth $901,414. This represents 0.03% of its overall portfolio holdings.

Number of Shares
40,170
Previous 244,389 83.56%
Holding current value
$901,414
Previous $5.4 Million 83.31%
% of portfolio
0.03%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$21.77 - $22.57 $4.45 Million - $4.61 Million
-204,219 Reduced 83.56%
40,170 $901,000
Q2 2025

Jul 14, 2025
BUY
$21.55 - $22.2 $140,527 - $144,766
6,521 Added 2.74%
244,389 $5.4 Million
Q1 2025

Apr 29, 2025
BUY
$21.23 - $22.14 $531,110 - $553,876
25,017 Added 11.75%
237,868 $5.24 Million
Q4 2024

Jan 24, 2025
BUY
$21.43 - $22.55 $154,746 - $162,833
7,221 Added 3.51%
212,851 $4.59 Million
Q3 2024

Oct 22, 2024
BUY
$21.35 - $22.73 $17,101 - $18,206
801 Added 0.39%
205,630 $4.63 Million
Q2 2024

Jul 11, 2024
BUY
$20.97 - $21.76 $225,469 - $233,963
10,752 Added 5.54%
204,829 $4.42 Million
Q1 2024

May 10, 2024
BUY
$21.41 - $22.04 $990,747 - $1.02 Million
46,275 Added 31.31%
194,077 $4.22 Million
Q4 2023

Feb 06, 2024
BUY
$20.11 - $22.18 $931,173 - $1.03 Million
46,304 Added 45.62%
147,802 $3.26 Million
Q3 2023

Oct 19, 2023
BUY
$20.73 - $21.96 $1.73 Million - $1.83 Million
83,356 Added 459.46%
101,498 $2.11 Million
Q2 2023

Aug 04, 2023
BUY
$21.68 - $22.43 $105,191 - $108,830
4,852 Added 36.51%
18,142 $397,000
Q1 2023

May 11, 2023
BUY
$21.47 - $22.62 $164,138 - $172,929
7,645 Added 135.43%
13,290 $294,000
Q4 2022

Feb 03, 2023
BUY
$20.76 - $22.35 $117,190 - $126,165
5,645 New
5,645 $122,000

About SPDR SER TR SPDR PORTFOLIO MOR

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  • Ticker SPMB
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