Clearwater Capital Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Clearwater Capital Advisors, LLC
- $1.07 Billion
- Q3 2025
A detailed history of Clearwater Capital Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 571,935 shares of SPMB stock, worth $12.8 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
571,935
Previous 573,559
0.28%
Holding current value
$12.8 Million
Previous $12.7 Million
1.25%
% of portfolio
1.2%
Previous 1.27%
Shares
8 transactions
Others Institutions Holding SPMB
# of Institutions
255Shares Held
274MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA186MShares$4.17 Billion7.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.3MShares$410 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.08MShares$159 Million0.15% of portfolio
-
Benjamin Edwards Inc Clayton, MO5.78MShares$130 Million1.55% of portfolio
-
Confluence Investment Management LLC4.22MShares$94.7 Million1.41% of portfolio