SFG Wealth Management, LLC. SPMB Holdings History
SFG Wealth Management, LLC.'s SPDR Portfolio Mortgage Backed Bond ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 185,706.00 shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $4.09 Mil. This investment constitutes 2% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.07% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.
The initial trade took place in 2025Q1. And since then SFG Wealth Management, LLC. has made 1 purchases of SPMB, at an average price of $21.74, for a total of 185,706.00 shares. Based on historical transaction data and SPMB's current price of $21.79, SFG Wealth Management, LLC.'s estimated gain on his SPMB holdings is $9,285.30, reflecting a 0.23% gain to date.
SFG Wealth Management, LLC. SPMB ($21.79) Holding Chart
SFG Wealth Management, LLC. SPMB ($21.79) 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 % | |||
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