SPMB

Spdr Portfolio Mortgage Back

Latest period2024 - Q4Total superinvestors34

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 34 superinvestors own shares of Spdr Portfolio Mortgage Back (SPMB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Spdr Portfolio Mortgage Back (SPMB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Spdr Portfolio Mortgage Back (SPMB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Spdr Portfolio Mortgage Back (SPMB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lora Rommel@Ehrlich Financial Group
Recent Activity
New Position
1.85%
$2.597M
120,488 shares@ 21.56 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Decreased -0.1%
0.65%
$2.125M
98,588 shares@ 21.55 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -9.79%
0.03%
$1.659M
76,972 shares@ 21.55 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -4.12%
0.09%
$1.528M
71,810 shares@ 21.28 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 80.58%
0.2%
$1.256M
58,260 shares@ 21.55 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -4%
0.01%
$1.178M
52,268 shares@ 22.53 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
New Position
0.32%
$896,758
42,200 shares@ 21.26 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -11.1%
0.06%
$655,639
30,810 shares@ 21.29 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -9.62%
0.01%
$647,201
30,033 shares@ 21.55 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Decreased -9.94%
0.2%
$493,473
22,899 shares@ 21.55 avg price