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

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPMB

# of Institutions

229

Shares Held

248M

Call Options Held

0

Put Options Held

0

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

5.27M
Shares

$113 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$109 Million
0.0% of portfolio
Confluence Investment Management LLC

3.93M
Shares

$84.4 Million
1.22% of portfolio

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