Sfg Wealth Management, Llc. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Sfg Wealth Management, Llc.
- $165 Million
- Q2 2025
A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 185,706 shares of SPMB stock, worth $4.19 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
185,706
Previous 185,706
-0.0%
Holding current value
$4.19 Million
Previous $4.09 Million
0.24%
% of portfolio
2.48%
Previous 2.11%
Shares
1 transactions
Others Institutions Holding SPMB
# of Institutions
248Shares Held
273MCall Options Held
14.8KPut Options Held
22.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA184MShares$4.16 Billion8.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.3MShares$367 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.8MShares$176 Million0.17% of portfolio
-
State Street Corp Boston, MA5.86MShares$132 Million0.0% of portfolio
-
Benjamin Edwards Inc Clayton, MO5.78MShares$130 Million1.55% of portfolio