KWB Wealth SPMB Holdings History
KWB Wealth's SPDR Portfolio Mortgage Backed Bond ETF Holding Summary
As of 2025-03-31, KWB Wealth held 269,723.00 shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $5.81 Mil. This investment constitutes 0.7% of their stock portfolio, and KWB Wealth now holds 0.1% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.
The initial trade took place in 2021Q2. And since then KWB Wealth has made 8 purchases of SPMB, at an average price of $25.35, for a total of 1.79 Mil shares. In addition, there have been 7 sales at an average price of $21.78 for 1.52 Mil shares. Based on historical transaction data and SPMB's current price of $21.91, KWB Wealth's estimated gain on his SPMB holdings is $-6.36 Mil, reflecting a -14.00% gain to date.
KWB Wealth SPMB ($21.91) Holding Chart
KWB Wealth SPMB ($21.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
