Jpl Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Jpl Wealth Management, LLC
- $421 Billion
- Q3 2025
A detailed history of Jpl Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 35,513 shares of SPMB stock, worth $796,911. This represents 0.19% of its overall portfolio holdings.
Number of Shares
35,513
Previous 35,480
0.09%
Holding current value
$796,911
Previous $784 Million
1.63%
% of portfolio
0.19%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SPMB
# of Institutions
257Shares 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 LLC4.22MShares$94.7 Million1.41% of portfolio