Diligent Investors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Diligent Investors, LLC

$391 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$23.73 - $25.3 $238,557 - $254,340	-10,053 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$26.58 - $26.79 $267,208 - $269,319	10,053 New	10,053 $268,000

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

176M
Shares

$3.78 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$259 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$113 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$108 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$59.5 Million
0.87% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
Sector ETFs
Industry ETFs

More about SPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diligent Investors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diligent Investors, LLC with notifications on news.