Ever Source Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 11, 2024	BUY	$21.41 - $22.04 $0 - $0	0 New	0 $0
Q1 2023 May 11, 2023	BUY	$21.47 - $22.62 $8,115 - $8,550	378 New	378 $8,000

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

0

Put Options Held

0

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

176M
Shares

$3.84 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$264 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
Confluence Investment Management LLC

2.77M
Shares

$60.4 Million
0.87% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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