Confluence Investment Management LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Confluence Investment Management LLC holds 4,161,523 shares of SPMB stock, worth $91.6 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
4,161,523
Previous 3,926,847
5.98%
Holding current value
$91.6 Million
Previous $84.6 Million
8.29%
% of portfolio
1.37%
Previous 1.22%
Shares
10 transactions
Others Institutions Holding SPMB
# of Institutions
241Shares Held
262MCall Options Held
5.5KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA183MShares$4.03 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.3MShares$292 Million0.12% of portfolio
-
Townsquare Capital LLC5.51MShares$121 Million1.38% of portfolio
-
Stifel Financial Corp St. Louis, MO5.51MShares$121 Million0.13% of portfolio
-
State Street Corp Boston, MA4.42MShares$97.3 Million0.0% of portfolio