Ritholtz Wealth Management Spdr Ser Tr Spdr Portfolio Mor Transaction History

Ritholtz Wealth Management

$5.05 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 16, 2025	BUY	$21.23 - $22.14 $3.04 Million - $3.17 Million	143,353 New	143,353 $3.16 Million

Others Institutions Holding SPMB

# of Institutions

249

Shares Held

272M

Call Options Held

14.8K

Put Options Held

22.5K

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

184M
Shares

$4.16 Billion
8.16% of portfolio
Lpl Financial LLC Fort Mill, SC

16.3M
Shares

$367 Million
0.13% of portfolio
Stifel Financial Corp St. Louis, MO

7.8M
Shares

$176 Million
0.17% of portfolio
State Street Corp Boston, MA

5.86M
Shares

$132 Million
0.0% of portfolio
Benjamin Edwards Inc Clayton, MO

5.78M
Shares

$130 Million
1.55% of portfolio

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