Willow Creek Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 92,559 shares of SPMB stock, worth $2.09 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
92,559
Previous 92,285
0.3%
Holding current value
$2.09 Million
Previous $2.03 Million
0.54%
% of portfolio
0.19%
Previous 0.21%
Shares
21 transactions
Others Institutions Holding SPMB
# of Institutions
249Shares Held
273MCall Options Held
14.8KPut Options Held
22.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA184MShares$4.16 Billion8.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.3MShares$367 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.8MShares$176 Million0.17% of portfolio
-
Benjamin Edwards Inc Clayton, MO6.24MShares$141 Million1.85% of portfolio
-
State Street Corp Boston, MA5.86MShares$132 Million0.0% of portfolio