Warren Averett Asset Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 179,462 shares of SPMB stock, worth $4.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

179,462

Previous 164,027 9.41%

Holding current value

$4.03 Million

Previous $3.62 Million 11.12%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$21.77 - $22.57 $336,019 - $348,367	15,435 Added 9.41%	179,462 $4.03 Million
Q2 2025 Aug 14, 2025	BUY	$21.55 - $22.2 $80,424 - $82,850	3,732 Added 2.33%	164,027 $3.62 Million
Q1 2025 May 15, 2025	BUY	$21.23 - $22.14 $331,357 - $345,561	15,608 Added 10.79%	160,295 $3.53 Million
Q4 2024 Feb 14, 2025	BUY	$21.43 - $22.55 $253,538 - $266,789	11,831 Added 8.91%	144,687 $3.12 Million
Q3 2024 Nov 14, 2024	BUY	$21.35 - $22.73 $810,403 - $862,785	37,958 Added 40.0%	132,856 $2.99 Million

Q2 2024 Aug 14, 2024	BUY	$20.97 - $21.76 $1.99 Million - $2.06 Million	94,898 New	94,898 $2.05 Million

Others Institutions Holding SPMB

# of Institutions

255

Shares Held

274M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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Warren Averett Asset Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History