Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 98,168 shares of SPMB stock, worth $2.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

98,168

Previous 52,268 87.82%

Holding current value

$2.16 Million

Previous $1.13 Million 87.83%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$21.43 - $22.55 $983,637 - $1.04 Million	45,900 Added 87.82%	98,168 $2.12 Million
Q4 2024 Jan 10, 2025	SELL	$21.43 - $22.55 $46,760 - $49,204	-2,182 Reduced 4.01%	52,268 $1.13 Million
Q3 2024 Oct 23, 2024	BUY	$21.35 - $22.73 $264,846 - $281,965	12,405 Added 29.5%	54,450 $1.23 Million
Q2 2024 Jul 16, 2024	BUY	$20.97 - $21.76 $196,258 - $203,651	9,359 Added 28.63%	42,045 $906,000
Q1 2024 Apr 15, 2024	SELL	$21.41 - $22.04 $407,196 - $419,178	-19,019 Reduced 36.78%	32,686 $709,000
Q4 2023 Jan 30, 2024	SELL	$20.11 - $22.18 $355,866 - $392,497	-17,696 Reduced 25.5%	51,705 $1.14 Million
Q3 2023 Nov 13, 2023	BUY	$20.73 - $21.96 $852,334 - $902,907	41,116 Added 145.36%	69,401 $1.44 Million
Q2 2023 Jul 21, 2023	SELL	$21.68 - $22.43 $12.1 Million - $12.6 Million	-559,584 Reduced 95.19%	28,285 $619,000
Q1 2023 Apr 25, 2023	SELL	$21.47 - $22.62 $105 Million - $110 Million	-4,869,975 Reduced 89.23%	587,869 $13 Million
Q4 2022 Feb 01, 2023	SELL	$20.76 - $22.35 $9.81 Million - $10.6 Million	-472,667 Reduced 7.97%	5,457,844 $118 Million
Q3 2022 Oct 17, 2022	BUY	$21.2 - $23.55 $11.3 Million - $12.5 Million	531,351 Added 9.84%	5,930,511 $126 Million
Q2 2022 Jul 18, 2022	BUY	$22.01 - $23.84 $14.8 Million - $16 Million	673,019 Added 14.24%	5,399,160 $123 Million
Q1 2022 Apr 18, 2022	SELL	$23.73 - $25.3 $2.21 Million - $2.36 Million	-93,217 Reduced 1.93%	4,726,141 $113 Million
Q4 2021 Feb 08, 2022	BUY	$25.33 - $25.72 $7.86 Million - $7.98 Million	310,137 Added 6.88%	4,819,358 $120 Million
Q3 2021 Nov 03, 2021	BUY	$25.67 - $25.95 $37.2 Million - $37.6 Million	1,450,663 Added 47.43%	4,509,221 $115 Million
Q2 2021 Aug 10, 2021	BUY	$25.73 - $26.03 $3.55 Million - $3.59 Million	138,018 Added 4.73%	3,058,558 $79.1 Million
Q1 2021 May 12, 2021	BUY	$25.91 - $26.47 $9.64 Million - $9.84 Million	371,902 Added 14.59%	2,920,540 $75.8 Million
Q4 2020 Feb 10, 2021	BUY	$26.39 - $26.62 $7.27 Million - $7.33 Million	275,456 Added 12.12%	2,548,638 $67.3 Million
Q3 2020 Nov 12, 2020	BUY	$26.58 - $26.79 $11.7 Million - $11.8 Million	439,315 Added 23.96%	2,273,182 $60.4 Million
Q2 2020 Oct 13, 2020	BUY	$26.53 - $26.95 $48.7 Million - $49.4 Million	1,833,867 New	1,833,867 $49 Million
Q2 2020 Aug 10, 2020	SELL	$26.53 - $26.95 $38.4 Million - $39 Million	-1,447,940 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$23.3 - $26.73 $6.56 Million - $7.53 Million	281,606 Added 24.14%	1,447,940 $38.8 Million
Q4 2019 Feb 05, 2020	BUY	$26.07 - $26.31 $2.81 Million - $2.84 Million	107,896 Added 10.19%	1,166,334 $30.5 Million
Q3 2019 Nov 06, 2019	BUY	$26.12 - $26.31 $1.8 Million - $1.82 Million	69,040 Added 6.98%	1,058,438 $27.7 Million
Q2 2019 Aug 02, 2019	BUY	N/A	243,725 Added 32.69%	989,398 $25.8 Million
Q1 2019 Apr 30, 2019	BUY	N/A	745,673 New	745,673 $19.1 Million

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History