Financial Life Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History
Financial Life Advisors
- $306 Million
- Q3 2025
A detailed history of Financial Life Advisors transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Financial Life Advisors holds 878,658 shares of SPMB stock, worth $19.7 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
878,658
Previous 825,673
6.42%
Holding current value
$19.7 Million
Previous $18.2 Million
8.06%
% of portfolio
6.45%
Previous 6.34%
Shares
11 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