Sfg Wealth Management, Llc. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Sfg Wealth Management, Llc.
- $211 Million
- Q3 2025
A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 72,993 shares of SPMB stock, worth $1.64 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
72,993
Previous 185,706
60.69%
Holding current value
$1.64 Million
Previous $4.1 Million
60.11%
% of portfolio
0.77%
Previous 2.48%
Shares
2 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