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
Joseph Wallace@Wallace Advisory Group, Llc
Recent Activity
Decreased -3.29%
0.3%
$433,432
19,238 shares@ 22.53 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 3.92%
0.01%
$311,481
14,454 shares@ 21.55 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 6.04%
0.02%
$295,127
13,695 shares@ 21.55 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 3.34%
0.01%
$242,769
11,265 shares@ 21.56 avg price
Peter Hoopis@One Wealth Capital Management, Llc
Recent Activity
New Position
0.12%
$225,564
10,467 shares@ 21.56 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
0.11%
$201,773
9,363 shares@ 21.56 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -83.6%
0.11%
$136,000
6,327 shares@ 21.5 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
0.01%
$24,244
1,125 shares@ 21.56 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 626.2%
0.01%
$19,718
915 shares@ 21.55 avg price