Carter Financial Group, Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Carter Financial Group, Inc.

$166 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 22, 2025	SELL	$21.55 - $22.2 $222,589 - $229,303	-10,329 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$23.73 - $25.3 $245,107 - $261,323	10,329 New	10,329 $247,000

Others Institutions Holding SPMB

# of Institutions

256

Shares Held

274M

Call Options Held

0

Put Options Held

0

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

186M
Shares

$4.17 Billion
7.99% of portfolio
Lpl Financial LLC Fort Mill, SC

18.3M
Shares

$410 Million
0.13% of portfolio
Stifel Financial Corp St. Louis, MO

7.08M
Shares

$159 Million
0.15% of portfolio
Benjamin Edwards Inc Clayton, MO

5.78M
Shares

$130 Million
1.55% of portfolio
Confluence Investment Management LLC

4.22M
Shares

$94.7 Million
1.41% 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 Carter Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carter Financial Group, Inc. with notifications on news.