Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Spectrum Planning & Advisory Services Inc.
- $133 Million
- Q2 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 122,278 shares of SPMB stock, worth $2.74 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
122,278
Previous 141,047
13.31%
Holding current value
$2.74 Million
Previous $3.11 Million
13.12%
% of portfolio
2.03%
Previous 2.99%
Shares
2 transactions
Others Institutions Holding SPMB
# of Institutions
252Shares Held
274MCall Options Held
14.8KPut Options Held
22.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA184MShares$4.13 Billion8.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.3MShares$365 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.8MShares$175 Million0.17% of portfolio
-
Benjamin Edwards Inc Clayton, MO6.24MShares$140 Million1.85% of portfolio
-
State Street Corp Boston, MA5.86MShares$131 Million0.0% of portfolio