Creative Planning Spdr Ser Tr Spdr Portfolio Mor Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Creative Planning holds 19,943 shares of SPMB stock, worth $433,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,943

Holding current value

$433,560

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$21.43 - $22.55 $427,378 - $449,714	19,943 New	19,943 $429,000
Q2 2024 Aug 15, 2024	BUY	$20.97 - $21.76 $224,861 - $233,332	10,723 New	10,723 $231,000
Q3 2021 Nov 10, 2021	SELL	$25.67 - $25.95 $383,227 - $387,407	-14,929 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$25.73 - $26.03 $384,123 - $388,601	14,929 New	14,929 $386,000

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

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

183M
Shares

$3.97 Billion
8.31% of portfolio
Lpl Financial LLC Fort Mill, SC

13.3M
Shares

$288 Million
0.12% of portfolio
Townsquare Capital LLC

5.51M
Shares

$120 Million
1.38% of portfolio
Stifel Financial Corp St. Louis, MO

5.51M
Shares

$120 Million
0.13% of portfolio
State Street Corp Boston, MA

4.42M
Shares

$96.1 Million
0.0% of portfolio

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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