Vance Wealth, Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Vance Wealth, Inc.

$287 Million
Q2 2025

A detailed history of Vance Wealth, Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Vance Wealth, Inc. holds 10,149 shares of SPMB stock, worth $227,845. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,149

Holding current value

$227,845

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$21.55 - $22.2 $218,710 - $225,307	10,149 New	10,149 $224,000

Others Institutions Holding SPMB

# of Institutions

253

Shares Held

274M

Call Options Held

14.8K

Put Options Held

22.5K

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

184M
Shares

$4.14 Billion
8.16% of portfolio
Lpl Financial LLC Fort Mill, SC

16.3M
Shares

$366 Million
0.13% of portfolio
Stifel Financial Corp St. Louis, MO

7.8M
Shares

$175 Million
0.17% of portfolio
Benjamin Edwards Inc Clayton, MO

6.24M
Shares

$140 Million
1.85% of portfolio
State Street Corp Boston, MA

5.86M
Shares

$132 Million
0.0% of portfolio

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About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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