Peterson Financial Group, Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 17 shares of SPMB stock, worth $365. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$365

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$21.35 - $22.73 $362 - $386	17 New	17 $376,000

Others Institutions Holding SPMB

# of Institutions

223

Shares Held

244M

Call Options Held

Put Options Held

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

176M
Shares

$3.79 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

$84.5 Million
1.22% of portfolio

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About SPDR SER TR SPDR PORTFOLIO MOR

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Peterson Financial Group, Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History