West Wealth Group, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
West Wealth Group, LLC
- $394 Million
- Q3 2025
A detailed history of West Wealth Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, West Wealth Group, LLC holds 140,946 shares of SPMB stock, worth $3.16 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
140,946
Previous 130,137
8.31%
Holding current value
$3.16 Million
Previous $2.88 Million
9.94%
% of portfolio
0.8%
Previous 0.78%
Shares
5 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 LLC4.26MShares$95.6 Million1.51% of portfolio