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 $2.68 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
122,278
Previous 141,047
13.31%
Holding current value
$2.68 Million
Previous $3.11 Million
13.12%
% of portfolio
2.03%
Previous 2.99%
Shares
2 transactions
Others Institutions Holding SPMB
# of Institutions
250Shares Held
271MCall Options Held
35.6KPut Options Held
3.54K-
Financial Engines Advisors L.L.C. Santa Clara, CA184MShares$4.02 Billion8.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.4MShares$338 Million0.14% of portfolio
-
Stifel Financial Corp St. Louis, MO6.16MShares$135 Million0.15% of portfolio
-
Townsquare Capital LLC5.64MShares$124 Million1.38% of portfolio
-
Benjamin Edwards Inc Clayton, MO5MShares$109 Million1.59% of portfolio