Wbh Advisory Inc Spdr Ser Tr Spdr Portfolio Mor Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Wbh Advisory Inc holds 27,120 shares of SPMB stock, worth $587,690. This represents 0.05% of its overall portfolio holdings.

Number of Shares

27,120

Previous 27,113 0.03%

Holding current value

$587,690

Previous $610,000 4.26%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$21.43 - $22.55 $150 - $157	7 Added 0.03%	27,120 $584,000
Q3 2024 Oct 15, 2024	BUY	$21.35 - $22.73 $85 - $90	4 Added 0.01%	27,113 $610,000
Q2 2024 Jul 11, 2024	SELL	$20.97 - $21.76 $135,277 - $140,373	-6,451 Reduced 19.22%	27,109 $584,000
Q1 2024 Apr 16, 2024	SELL	$21.41 - $22.04 $62,902 - $64,753	-2,938 Reduced 8.05%	33,560 $728,000
Q4 2023 Jan 09, 2024	SELL	$20.11 - $22.18 $131,800 - $145,367	-6,554 Reduced 15.22%	36,498 $805,000
Q3 2023 Oct 10, 2023	SELL	$20.73 - $21.96 $197,536 - $209,256	-9,529 Reduced 18.12%	43,052 $895,000
Q2 2023 Jul 12, 2023	SELL	$21.68 - $22.43 $85,917 - $88,890	-3,963 Reduced 7.01%	52,581 $1.15 Million
Q1 2023 Apr 20, 2023	BUY	$21.47 - $22.62 $585,379 - $616,734	27,265 Added 93.12%	56,544 $1.25 Million
Q3 2022 Oct 18, 2022	BUY	$21.2 - $23.55 $171,550 - $190,566	8,092 Added 38.19%	29,279 $628,000
Q2 2022 Jul 12, 2022	SELL	$22.01 - $23.84 $299,291 - $324,176	-13,598 Reduced 39.09%	21,187 $485,000
Q1 2022 Apr 29, 2022	BUY	$23.73 - $25.3 $187,704 - $200,123	7,910 Added 29.43%	34,785 $0
Q4 2021 Jan 28, 2022	BUY	$25.33 - $25.72 $70,392 - $71,475	2,779 Added 11.53%	26,875 $682,000
Q3 2021 Oct 25, 2021	BUY	$25.67 - $25.95 $6,135 - $6,202	239 Added 1.0%	24,096 $620,000
Q2 2021 Jul 27, 2021	BUY	$25.73 - $26.03 $237,899 - $240,673	9,246 Added 63.28%	23,857 $618,000
Q1 2021 Apr 19, 2021	BUY	$25.91 - $26.47 $378,571 - $386,753	14,611 New	14,611 $379,000

Others Institutions Holding SPMB

# of Institutions

229

Shares Held

247M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO MOR

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