Legacy Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Legacy Advisory Services, LLC
- $133 Billion
- Q3 2025
A detailed history of Legacy Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 12,007 shares of SPMB stock, worth $269,437. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,007
Previous 11,454
4.83%
Holding current value
$269,437
Previous $247 Million
9.05%
% of portfolio
0.2%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding SPMB
# of Institutions
256Shares 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