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

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

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 78,198 shares of SPMB stock, worth $1.75 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
78,198
Previous 67,317 16.16%
Holding current value
$1.75 Million
Previous $1.49 Million 17.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2025
BUY
$21.77 - $22.57 $236,879 - $245,584
10,881 Added 16.16%
78,198 $1.75 Million
Q2 2025

Jul 10, 2025
SELL
$21.55 - $22.2 $707,702 - $729,048
-32,840 Reduced 32.79%
67,317 $1.49 Million
Q1 2025

Apr 16, 2025
BUY
$21.23 - $22.14 $42,226 - $44,036
1,989 Added 2.03%
100,157 $2.21 Million
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
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
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