Goal Vest Advisory LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Goal Vest Advisory LLC holds 35 shares of SPMB stock, worth $758. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$758

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$21.43 - $22.55 $750 - $789	35 New	35 $0

Others Institutions Holding SPMB

# of Institutions

223

Shares Held

245M

Call Options Held

Put Options Held

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

176M
Shares

$3.82 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$262 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$114 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

$85.1 Million
1.22% of portfolio

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About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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