Gladstone Institutional Advisory LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Gladstone Institutional Advisory LLC
- $2.5 Billion
- Q3 2025
A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 131,284 shares of SPMB stock, worth $2.95 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
131,284
Previous 99,218
32.32%
Holding current value
$2.95 Million
Previous $2.19 Million
34.71%
% of portfolio
0.12%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding SPMB
# of Institutions
255Shares Held
274MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA186MShares$4.17 Billion7.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.3MShares$410 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.08MShares$159 Million0.15% of portfolio
-
Benjamin Edwards Inc Clayton, MO5.78MShares$130 Million1.55% of portfolio
-
Confluence Investment Management LLC4.26MShares$95.6 Million1.51% of portfolio