One Wealth Capital Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
One Wealth Capital Management, LLC
- $223 Billion
- Q3 2025
A detailed history of One Wealth Capital Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 10,919 shares of SPMB stock, worth $245,022. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,919
Previous 10,404
4.95%
Holding current value
$245,022
Previous $230 Million
6.56%
% of portfolio
0.11%
Previous 0.11%
Shares
4 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