Financial Engines Advisors L.L.C. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Financial Engines Advisors L.L.C.

$46.5 Billion
Q1 2025

A detailed history of Financial Engines Advisors L.L.C. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 183,658,709 shares of SPMB stock, worth $4.02 Billion. This represents 8.71% of its overall portfolio holdings.

Number of Shares

183,658,709

Previous 182,794,417 0.47%

Holding current value

$4.02 Billion

Previous $3.94 Billion 2.8%

% of portfolio

8.71%

Previous 8.31%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$21.23 - $22.14 $18.3 Million - $19.1 Million	864,292 Added 0.47%	183,658,709 $4.05 Billion
Q4 2024 Feb 11, 2025	BUY	$21.43 - $22.55 $142 Million - $149 Million	6,616,807 Added 3.76%	182,794,417 $3.94 Billion
Q3 2024 Nov 12, 2024	BUY	$21.35 - $22.73 $72.6 Million - $77.2 Million	3,398,518 Added 1.97%	176,177,610 $3.97 Billion
Q2 2024 Aug 14, 2024	BUY	$20.97 - $21.76 $114 Million - $118 Million	5,432,306 Added 3.25%	172,779,092 $3.73 Billion
Q1 2024 May 13, 2024	BUY	$21.41 - $22.04 $144 Million - $148 Million	6,703,952 Added 4.17%	167,346,786 $3.63 Billion
Q4 2023 Feb 13, 2024	BUY	$20.11 - $22.18 $47.7 Million - $52.7 Million	2,374,284 Added 1.5%	160,642,834 $3.55 Billion
Q3 2023 Nov 09, 2023	BUY	$20.73 - $21.96 $167 Million - $177 Million	8,057,112 Added 5.36%	158,268,550 $3.29 Billion
Q2 2023 Aug 11, 2023	BUY	$21.68 - $22.43 $154 Million - $160 Million	7,120,038 Added 4.98%	150,211,438 $3.29 Billion
Q1 2023 May 12, 2023	BUY	$21.47 - $22.62 $229 Million - $241 Million	10,662,730 Added 8.05%	143,091,400 $3.17 Billion
Q4 2022 Feb 14, 2023	BUY	$20.76 - $22.35 $97 Million - $104 Million	4,671,042 Added 3.66%	132,428,670 $2.87 Billion
Q3 2022 Nov 10, 2022	BUY	$21.2 - $23.55 $20.3 Million - $22.6 Million	958,545 Added 0.76%	127,757,628 $2.74 Billion
Q2 2022 Aug 11, 2022	SELL	$22.01 - $23.84 $135 Million - $146 Million	-6,115,609 Reduced 4.6%	126,799,083 $2.9 Billion
Q1 2022 May 12, 2022	BUY	$23.73 - $25.3 $380 Million - $406 Million	16,029,675 Added 13.71%	132,914,692 $3.18 Billion
Q4 2021 Feb 10, 2022	BUY	$25.33 - $25.72 $230 Million - $234 Million	9,099,741 Added 8.44%	116,885,017 $2.97 Billion
Q3 2021 Nov 12, 2021	BUY	$25.67 - $25.95 $54.3 Million - $54.9 Million	2,114,958 Added 2.0%	107,785,276 $2.77 Billion
Q2 2021 Aug 12, 2021	BUY	$25.73 - $26.03 $396 Million - $401 Million	15,386,935 Added 17.04%	105,670,318 $2.73 Billion
Q1 2021 May 12, 2021	BUY	$25.91 - $26.47 $352 Million - $360 Million	13,587,699 Added 17.72%	90,283,383 $2.34 Billion
Q4 2020 Feb 11, 2021	BUY	$26.39 - $26.62 $173 Million - $174 Million	6,538,502 Added 9.32%	76,695,684 $2.03 Billion
Q3 2020 Nov 12, 2020	BUY	$26.58 - $26.79 $502 Million - $506 Million	18,895,295 Added 36.86%	70,157,182 $1.87 Billion
Q2 2020 Aug 13, 2020	SELL	$26.53 - $26.95 $39.6 Million - $40.2 Million	-1,491,706 Reduced 2.83%	51,261,887 $1.37 Billion
Q1 2020 May 13, 2020	BUY	$23.3 - $26.73 $902 Million - $1.03 Billion	38,718,205 Added 275.86%	52,753,593 $1.41 Billion
Q4 2019 Feb 13, 2020	BUY	$26.07 - $26.31 $47.6 Million - $48.1 Million	1,827,349 Added 14.97%	14,035,388 $366 Million
Q3 2019 Nov 08, 2019	BUY	$26.12 - $26.31 $319 Million - $321 Million	12,208,039 New	12,208,039 $321 Million

Others Institutions Holding SPMB

# of Institutions

250

Shares Held

271M

Call Options Held

35.6K

Put Options Held

3.54K

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Financial Engines Advisors L.L.C. Spdr Ser Tr Spdr Portfolio Mor Transaction History