Legacy Wealth Managment, Llc/Id Spdr Ser Tr Spdr Portfolio Mor Transaction History

Legacy Wealth Managment, Llc/Id

$142 Million
Q3 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 24 shares of SPMB stock, worth $514. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$514

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$21.35 - $22.73 $512 - $545	24 New	24 $0

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

Put Options Held

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

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About SPDR SER TR SPDR PORTFOLIO MOR

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Legacy Wealth Managment, Llc/Id Spdr Ser Tr Spdr Portfolio Mor Transaction History