Confluence Investment Management LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Confluence Investment Management LLC
- $6.92 Billion
- Q4 2024
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 3,926,847 shares of SPMB stock, worth $84.3 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
3,926,847
Previous 2,771,898
41.67%
Holding current value
$84.3 Million
Previous $62.5 Million
35.51%
% of portfolio
1.22%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding SPMB
# of Institutions
221Shares Held
245MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.78 Billion8.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.1MShares$260 Million0.12% of portfolio
-
Townsquare Capital LLC5.27MShares$113 Million1.46% of portfolio
-
State Street Corp Boston, MA5.05MShares$109 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO2.77MShares$59.5 Million0.07% of portfolio