Portside Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Portside Wealth Group, LLC holds 177,255 shares of SPMB stock, worth $4.03 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
177,255
Previous 206,344
14.1%
Holding current value
$4.03 Million
Previous $4.48 Billion
14.69%
% of portfolio
0.73%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding SPMB
# of Institutions
215Shares Held
234MCall Options Held
0Put Options Held
12.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA173MShares$3.92 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$240 Million0.12% of portfolio
-
Townsquare Capital LLC5.09MShares$116 Million1.53% of portfolio
-
State Street Corp Boston, MA3.64MShares$82.7 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO3.08MShares$69.9 Million0.08% of portfolio