Portside Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Portside Wealth Group, LLC holds 218,945 shares of SPMB stock, worth $4.8 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
218,945
Previous 210,000
4.26%
Holding current value
$4.8 Million
Previous $4.53 Billion
6.68%
% of portfolio
0.79%
Previous 0.75%
Shares
11 transactions
Others Institutions Holding SPMB
# of Institutions
246Shares Held
266MCall Options Held
5.5KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA183MShares$4.01 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.3MShares$291 Million0.12% of portfolio
-
Townsquare Capital LLC5.51MShares$121 Million1.38% of portfolio
-
Stifel Financial Corp St. Louis, MO5.51MShares$121 Million0.13% of portfolio
-
State Street Corp Boston, MA4.42MShares$96.9 Million0.0% of portfolio