Colonial Trust Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History

Colonial Trust Advisors

$1.12 Billion
Q4 2024

A detailed history of Colonial Trust Advisors transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Colonial Trust Advisors holds 21 shares of SPMB stock, worth $451. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$451

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$21.43 - $22.55 $450 - $473	21 New	21 $0

Others Institutions Holding SPMB

# of Institutions

236

Shares Held

259M

Call Options Held

Put Options Held

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

183M
Shares

$3.93 Billion
8.31% of portfolio
Lpl Financial LLC Fort Mill, SC

13.3M
Shares

$285 Million
0.12% of portfolio
Townsquare Capital LLC

5.51M
Shares

$119 Million
1.38% of portfolio
Stifel Financial Corp St. Louis, MO

5.51M
Shares

$118 Million
0.13% of portfolio
State Street Corp Boston, MA

4.42M
Shares

$95 Million
0.0% of portfolio

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About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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