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

242M

Call Options Held

0

Put Options Held

0

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

176M
Shares

$3.82 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$262 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

$110 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$60.1 Million
0.87% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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