Sage View Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$21.41 - $22.04 $964,970 - $993,364	45,071 New	45,071 $1.39 Billion

Others Institutions Holding SPMB

# of Institutions

215

Shares Held

234M

Call Options Held

0

Put Options Held

12.3K

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

173M
Shares

$3.89 Billion
8.31% of portfolio
Lpl Financial LLC Fort Mill, SC

10.6M
Shares

$238 Million
0.12% of portfolio
Townsquare Capital LLC

5.09M
Shares

$115 Million
1.53% of portfolio
State Street Corp Boston, MA

3.64M
Shares

$82.1 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

3.08M
Shares

$69.3 Million
0.08% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
Sector ETFs
Industry ETFs

More about SPMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.