Goal Vest Advisory LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Goal Vest Advisory LLC holds 35 shares of SPMB stock, worth $770. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$770

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$21.43 - $22.55 $750 - $789	35 New	35 $0

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

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

183M
Shares

$4.02 Billion
8.31% of portfolio
Lpl Financial LLC Fort Mill, SC

13.3M
Shares

$292 Million
0.12% of portfolio
Townsquare Capital LLC

5.51M
Shares

$121 Million
1.38% of portfolio
Stifel Financial Corp St. Louis, MO

5.51M
Shares

$121 Million
0.13% of portfolio
State Street Corp Boston, MA

4.42M
Shares

$97.2 Million
0.0% of portfolio

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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