Heritage Family Offices, LLP Spdr Ser Tr Spdr Portfolio Mor Call Options Transaction History

Heritage Family Offices, LLP

$194 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

0

Put Options Held

0

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

176M
Shares

$3.79 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$260 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$114 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$109 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$59.7 Million
0.87% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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