Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 124,510 shares of SPMB stock, worth $2.79 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
124,510
Previous 122,278
1.83%
Holding current value
$2.79 Million
Previous $2.7 Million
3.4%
% of portfolio
1.88%
Previous 2.03%
Shares
3 transactions
Others Institutions Holding SPMB
# of Institutions
255Shares Held
274MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA186MShares$4.17 Billion7.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.3MShares$410 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.08MShares$159 Million0.15% of portfolio
-
Benjamin Edwards Inc Clayton, MO5.78MShares$130 Million1.55% of portfolio
-
Confluence Investment Management LLC4.22MShares$94.7 Million1.41% of portfolio