One Wealth Management Investment & Advisory Services, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$20.97 - $21.76 $86,396 - $89,651	-4,120 Reduced 28.48%	10,345 $223 Million
Q1 2024 May 14, 2024	SELL	$21.41 - $22.04 $335,751 - $345,631	-15,682 Reduced 52.02%	14,465 $314 Million
Q4 2023 Jan 25, 2024	BUY	$20.11 - $22.18 $606,256 - $668,660	30,147 New	30,147 $665 Million

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

245M

Call Options Held

Put Options Held

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

176M
Shares

$3.78 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$260 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$113 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

$84.3 Million
1.22% of portfolio

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