Chesapeake Wealth Management Spdr Ser Tr Spdr Portfolio Mor Transaction History
Chesapeake Wealth Management
- $326 Million
- Q3 2025
A detailed history of Chesapeake Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Chesapeake Wealth Management holds 283,437 shares of SPMB stock, worth $6.36 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
283,437
Previous 271,211
4.51%
Holding current value
$6.36 Million
Previous $5.99 Million
6.12%
% of portfolio
1.95%
Previous 2.02%
Shares
31 transactions
Others Institutions Holding SPMB
# of Institutions
255Shares 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 LLC4.26MShares$95.6 Million1.51% of portfolio