Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Mor Call Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
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

215

Shares Held

239M

Call Options Held

0

Put Options Held

12.3K

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

176M
Shares

$3.83 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$263 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$115 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$110 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

3.08M
Shares

$66.9 Million
0.08% of portfolio

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