Concord Wealth Partners Spdr Ser Tr Spdr Portfolio Mor Call Options Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

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