Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO MOR.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
May 12, 2022 Q1 2022	Financial Engines Advisors L.L.C. Santa Clara, CA	BUY	-	16M + 13.71%	$380M - $406M	133M $2.86B
May 17, 2022 Q1 2022	Jane Street Group, LLC New York, NY	BUY	-	3.53M + 5991.07%	$83.7M - $89.2M	3.58M $77.3M
Apr 28, 2022 Q1 2022	Townsquare Capital LLC	BUY	-	902K + 28.01%	$21.4M - $22.8M	4.12M $88.8M
Jan 12, 2024 Q1 2022	Comprehensive Wealth Management, LLC Lynnwood, WA	BUY	-	679K New	$16.1M - $17.2M	679K $14.6M
May 16, 2022 Q1 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	520K New	$12.3M - $13.2M	520K $11.2M
May 16, 2022 Q1 2022	Wells Fargo & Company San Francisco, CA	BUY	-	449K + 152.6%	$10.7M - $11.4M	744K $16M
May 16, 2022 Q1 2022	Td Ameritrade Investment Management, LLC Omaha, NE	BUY	-	364K + 9429.16%	$8.64M - $9.21M	368K $7.93M
Apr 20, 2022 Q1 2022	Great Valley Advisor Group, Inc.	BUY	-	218K + 243.78%	$5.18M - $5.52M	308K $6.63M
May 09, 2022 Q1 2022	Cx Institutional	BUY	-	207K + 44.63%	$4.91M - $5.23M	670K $14.4M
May 11, 2022 Q1 2022	Redwood Financial Network Corp	BUY	-	187K New	$4.43M - $4.72M	187K $4.02M
May 27, 2022 Q1 2022	Cfs Investment Advisory Services, LLC Totowa, NJ	BUY	-	165K New	$3.91M - $4.17M	165K $3.55M
May 12, 2022 Q1 2022	Cambridge Investment Research Advisors, Inc.	BUY	-	150K + 1414.91%	$3.56M - $3.8M	161K $3.46M
May 13, 2022 Q1 2022	Mariner, LLC Overland Park, KS	BUY	-	139K + 82.62%	$3.31M - $3.53M	308K $6.64M
May 16, 2022 Q1 2022	Lpl Financial LLC Fort Mill, SC	BUY	-	123K + 3.08%	$2.91M - $3.1M	4.11M $88.6M
May 12, 2022 Q1 2022	St Germain D J CO Inc Springfield, MA	BUY	-	101K + 25.04%	$2.4M - $2.56M	504K $10.9M
May 10, 2022 Q1 2022	Allen Capital Group, LLC	BUY	-	82.6K + 99.83%	$1.96M - $2.09M	165K $3.56M
May 12, 2022 Q1 2022	Integrated Wealth Concepts LLC	BUY	-	82.4K + 62.31%	$1.96M - $2.09M	215K $4.63M
Apr 13, 2022 Q1 2022	Flagship Harbor Advisors, LLC	BUY	-	70.1K + 122.41%	$1.66M - $1.77M	127K $2.75M
Jun 08, 2022 Q1 2022	Vise Technologies, Inc. New York, NY	BUY	-	64K New	$1.52M - $1.62M	64K $1.38M
Apr 26, 2022 Q1 2022	Stratos Wealth Advisors, LLC	BUY	-	50.1K + 276.49%	$1.19M - $1.27M	68.3K $1.47M
May 13, 2022 Q1 2022	Assetmark, Inc	BUY	-	49.9K + 11.58%	$1.18M - $1.26M	481K $10.4M
May 02, 2022 Q1 2022	Wbi Investments, Inc.	BUY	-	40.9K + 25.63%	$970K - $1.03M	200K $4.32M
Apr 08, 2022 Q1 2022	Trilogy Capital Inc.	BUY	-	36K New	$854K - $910K	36K $775K
Apr 18, 2022 Q1 2022	Bridge Advisory, LLC	BUY	-	27.2K New	$645K - $688K	27.2K $586K
Apr 18, 2022 Q1 2022	Ae Wealth Management LLC	BUY	-	26.9K + 8.57%	$639K - $682K	341K $7.35M
May 10, 2022 Q1 2022	Strategic Wealth Advisors Group, LLC Sacramento, CA	BUY	-	24.4K + 58.16%	$578K - $617K	66.3K $1.43M
May 10, 2022 Q1 2022	Mercer Global Advisors Inc Denver, CO	BUY	-	23.6K New	$559K - $596K	23.6K $508K
May 12, 2022 Q1 2022	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	23K New	$546K - $582K	23K $496K
Aug 15, 2022 Q1 2022	Hnp Capital LLC	BUY	-	23K New	$545K - $581K	23K $495K
Jan 19, 2024 Q1 2022	Cedrus LLC Littleton, CO	BUY	-	22.1K + 73.0%	$525K - $559K	52.4K $1.13M
Apr 22, 2022 Q1 2022	Allworth Financial LP	BUY	-	18.3K + 8.69%	$434K - $463K	229K $4.93M
Jul 14, 2022 Q1 2022	Global Retirement Partners, LLC	BUY	-	16.1K New	$383K - $408K	16.1K $348K
May 04, 2022 Q1 2022	Envestnet Asset Management Inc	BUY	-	15.4K + 75.51%	$365K - $389K	35.7K $769K
Apr 13, 2022 Q1 2022	Ford Financial Group, LLC	BUY	-	14K New	$333K - $355K	14K $302K
May 03, 2022 Q1 2022	Values First Advisors, Inc.	BUY	-	13.7K + 6.91%	$325K - $347K	212K $4.57M
May 10, 2022 Q1 2022	Eldridge Investment Advisors, Inc. Manchester, NH	BUY	-	13.6K New	$323K - $345K	13.6K $294K
May 12, 2022 Q1 2022	Cambridge Trust CO Boston, MA	BUY	-	13.5K New	$321K - $343K	13.5K $292K
Apr 22, 2022 Q1 2022	Disciplined Investments, LLC Tulsa, OK	BUY	-	13.2K New	$314K - $334K	13.2K $285K
Apr 12, 2022 Q1 2022	Ewg Elevate Inc.	BUY	-	12.3K New	$292K - $311K	12.3K $265K
May 04, 2022 Q1 2022	Lowe Brockenbrough & CO Inc	BUY	-	12K New	$285K - $304K	12K $259K
May 02, 2022 Q1 2022	Roosevelt Investment Group LLC	BUY	-	10.5K New	$248K - $265K	10.5K $226K
May 28, 2024 Q1 2022	Rockbridge Investment Management, Lcc Syracuse, NY	BUY	-	10.5K New	$248K - $264K	10.5K $225K
Apr 18, 2022 Q1 2022	Centennial Wealth Advisory LLC	BUY	-	9.86K + 17.38%	$234K - $250K	66.6K $1.44M
May 11, 2022 Q1 2022	Associated Banc Corp Green Bay, WI	BUY	-	8.9K New	$211K - $225K	8.9K $192K
Apr 15, 2022 Q1 2022	Mayport, LLC	BUY	-	8.65K New	$205K - $219K	8.65K $186K
May 13, 2022 Q1 2022	Equitable Holdings, Inc. New York, NY	BUY	-	8.64K New	$205K - $219K	8.64K $186K
Apr 19, 2022 Q1 2022	Pfg Advisors	BUY	-	8.56K New	$203K - $216K	8.56K $184K
Apr 29, 2022 Q1 2022	Wbh Advisory Inc	BUY	-	7.91K + 29.43%	$188K - $200K	34.8K $750K
Aug 15, 2022 Q1 2022	Heritage Wealth Management, LLC Phoenix, AZ	BUY	-	7.78K New	$185K - $197K	7.78K $168K
May 10, 2022 Q1 2022	Western Wealth Management, LLC	BUY	-	7.58K + 79.36%	$180K - $192K	17.1K $369K

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Account

Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)

16M

3.53M

902K

679K

520K

449K

364K

218K

207K

187K

165K

150K

139K

123K

101K

82.6K

82.4K

70.1K

64K

50.1K

49.9K

40.9K

36K

27.2K

26.9K

24.4K

23.6K

23K

23K

22.1K

18.3K

16.1K

15.4K

14K

13.7K

13.6K

13.5K

13.2K

12.3K

12K

10.5K

10.5K

9.86K

8.9K

8.65K

8.64K

8.56K

7.91K

7.78K

7.58K

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