Purchases and Sales Made in Q1 2023 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 2023. 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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7M+ 8.05% |
$229M - $241M
|
143M
$3.08B
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.04MNew |
$43.8M - $46.2M
|
2.04M
$44M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5M+ 39.48% |
$32.2M - $33.9M
|
5.3M
$114M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.1M+ 1258.81% |
$23.7M - $25M
|
1.19M
$25.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
951K+ 2418.53% |
$20.4M - $21.5M
|
990K
$21.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
776K+ 99.06% |
$16.7M - $17.6M
|
1.56M
$33.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
525KNew |
$11.3M - $11.9M
|
525K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
383K+ 200.86% |
$8.22M - $8.66M
|
574K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
378KNew |
$8.11M - $8.54M
|
378K
$8.14M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
301K+ 122.9% |
$6.46M - $6.8M
|
546K
$11.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
275K+ 1477.57% |
$5.91M - $6.23M
|
294K
$6.33M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
194K+ 13.81% |
$4.16M - $4.38M
|
1.6M
$34.4M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
140K+ 4.22% |
$3.01M - $3.17M
|
3.46M
$74.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
124KNew |
$2.66M - $2.8M
|
124K
$2.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
115K+ 102.98% |
$2.47M - $2.6M
|
227K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
107K+ 78.74% |
$2.29M - $2.42M
|
242K
$5.23M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
96.8K+ 9.4% |
$2.08M - $2.19M
|
1.13M
$24.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
87.9KNew |
$1.89M - $1.99M
|
87.9K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
84.3K+ 71.39% |
$1.81M - $1.91M
|
202K
$4.36M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.4KNew |
$1.62M - $1.7M
|
75.4K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
75KNew |
$1.61M - $1.7M
|
75K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.6K+ 15.41% |
$1.58M - $1.66M
|
551K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
67.9K+ 205.29% |
$1.46M - $1.54M
|
101K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
58.5K+ 155.16% |
$1.26M - $1.32M
|
96.3K
$2.07M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44K+ 101.86% |
$944K - $995K
|
87.2K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41K+ 12.25% |
$879K - $926K
|
375K
$8.09M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.5K+ 74.58% |
$826K - $870K
|
90.1K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
37.7K+ 63.4% |
$809K - $852K
|
97.1K
$2.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
35.1KNew |
$753K - $794K
|
35.1K
$756K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.4K+ 5.85% |
$696K - $733K
|
586K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
30.6K+ 119.22% |
$657K - $693K
|
56.3K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
27.3K+ 93.12% |
$585K - $617K
|
56.5K
$1.22M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25KNew |
$536K - $565K
|
25K
$538K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
24KNew |
$515K - $543K
|
24K
$517K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
23.2K+ 28.7% |
$499K - $525K
|
104K
$2.24M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.9K+ 2.63% |
$491K - $518K
|
893K
$19.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.2K+ 7.02% |
$455K - $480K
|
323K
$6.97M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
20.8KNew |
$447K - $471K
|
20.8K
$448K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.5KNew |
$440K - $464K
|
20.5K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 10.96% |
$367K - $387K
|
173K
$3.73M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
17K+ 2.41% |
$365K - $385K
|
722K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
15.7KNew |
$336K - $354K
|
15.7K
$338K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
15K+ 45.32% |
$321K - $339K
|
48K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
14.4KNew |
$309K - $325K
|
14.4K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
14.1KNew |
$303K - $319K
|
14.1K
$304K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.3K+ 92.66% |
$263K - $277K
|
25.5K
$550K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
12.2K+ 106.12% |
$262K - $276K
|
23.7K
$512K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.7KNew |
$252K - $265K
|
11.7K
$253K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$246K - $259K
|
11.5K
$247K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
10.4K+ 3.73% |
$223K - $235K
|
289K
$6.23M
|