Mbe Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Mbe Wealth Management, LLC

$170 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$26.53 - $26.95 $5,518 - $5,605	-208 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$23.3 - $26.73 $4,846 - $5,559	208 New	208 $5,000

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

0

Put Options Held

0

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

183M
Shares

$3.97 Billion
8.31% of portfolio
Lpl Financial LLC Fort Mill, SC

13.3M
Shares

$288 Million
0.12% of portfolio
Townsquare Capital LLC

5.51M
Shares

$120 Million
1.38% of portfolio
Stifel Financial Corp St. Louis, MO

5.51M
Shares

$120 Million
0.13% of portfolio
State Street Corp Boston, MA

4.42M
Shares

$96.1 Million
0.0% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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