Advisor Resource Council Spdr Ser Tr Spdr Portfolio Mor Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$20.11 - $22.18 $1.71 Million - $1.88 Million	84,963 New	84,963 $1.88 Million
Q2 2022 Jul 27, 2022	BUY	$22.01 - $23.84 $2.08 Million - $2.26 Million	94,650 New	94,650 $2.16 Million
Q1 2022 Apr 20, 2022	SELL	$23.73 - $25.3 $1.78 Million - $1.9 Million	-75,123 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$25.33 - $25.72 $1.9 Million - $1.93 Million	75,123 New	75,123 $1.91 Million
Q3 2021 Nov 16, 2021	SELL	$25.67 - $25.95 $1.87 Million - $1.89 Million	-72,657 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$25.73 - $26.03 $1.82 Million - $1.84 Million	70,778 Added 3766.79%	72,657 $1.88 Million
Q2 2021 Aug 13, 2021	BUY	$25.73 - $26.03 $48,346 - $48,910	1,879 New	1,879 $0

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

$3.84 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$264 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$115 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$110 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$60.4 Million
0.87% 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 Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.