Adams Wealth Management Spdr Ser Tr Spdr Portfolio Mor Transaction History
Adams Wealth Management
- $420 Million
- Q3 2025
A detailed history of Adams Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Adams Wealth Management holds 79,993 shares of SPMB stock, worth $1.8 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
79,993
Previous 89,695
10.82%
Holding current value
$1.8 Million
Previous $1.98 Million
9.43%
% of portfolio
0.43%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding SPMB
# of Institutions
257Shares 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