Northwest Financial Advisors Spdr Ser Tr Spdr Portfolio Mor Transaction History

Northwest Financial Advisors

$126 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$20.11 - $22.18 $21,557 - $23,776	1,072 New	1,072 $23.7 Million

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

243M

Call Options Held

0

Put Options Held

0

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

176M
Shares

$3.81 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$261 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

2.77M
Shares

$59.9 Million
0.87% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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