Vision Point Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 12,069 shares of SPMB stock, worth $270,828. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,069
Holding current value
$270,828
% of portfolio
0.06%

Shares

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

Oct 07, 2025
BUY
$21.77 - $22.57 $262,742 - $272,397
12,069 New
12,069 $270,000
Q4 2023

Feb 07, 2024
BUY
$20.11 - $22.18 $17,857 - $19,695
888 New
888 $19,000
Q2 2023

Aug 21, 2023
BUY
$21.68 - $22.43 $19,251 - $19,917
888 New
888 $19,000
Q2 2022

Aug 12, 2022
SELL
$22.01 - $23.84 $300,546 - $325,535
-13,655 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$23.73 - $25.3 $12,481 - $13,307
-526 Reduced 3.71%
13,655 $316,000
Q4 2021

Feb 07, 2022
SELL
$25.33 - $25.72 $22,265 - $22,607
-879 Reduced 5.84%
14,181 $351,000
Q3 2021

Nov 08, 2021
BUY
$25.67 - $25.95 $386,590 - $390,807
15,060 New
15,060 $0

Others Institutions Holding SPMB

# of Institutions
255
Shares Held
274M
Call Options Held
0
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 Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, 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 Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email