Number of Shares
141,047.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
2.59%
Total Estimate Gain
$23,977.99
% of Total Estimate Gain
0.78%

Spectrum Planning & Advisory Services Inc.'s SPDR Portfolio Mortgage Backed Bond ETF Holding Summary

As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 141,047.00 shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $3.11 Mil. This investment constitutes 2.59% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.05% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.

The initial trade took place in 2025Q1. And since then Spectrum Planning & Advisory Services Inc. has made 1 purchases of SPMB, at an average price of $21.74, for a total of 141,047.00 shares. Based on historical transaction data and SPMB's current price of $21.91, Spectrum Planning & Advisory Services Inc.'s estimated gain on his SPMB holdings is $23,977.99, reflecting a 0.78% gain to date.

Spectrum Planning & Advisory Services Inc. SPMB ($21.91) Holding Chart

Spectrum Planning & Advisory Services Inc. 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 %

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