Regal Investment Advisors LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	BUY	$21.2 - $23.55 $1.1 Million - $1.23 Million	52,112 New	52,112 $1.12 Million

Others Institutions Holding SPMB

# of Institutions

219

Shares Held

242M

Call Options Held

0

Put Options Held

0

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

176M
Shares

$3.82 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$262 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

$110 Million
0.0% of portfolio
Confluence Investment Management LLC

2.77M
Shares

$60.1 Million
0.87% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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