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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
10.3KNew |
$222K - $234K
|
10.3K
$223K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.58K+ 14.73% |
$206K - $217K
|
74.6K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.43KNew |
$202K - $213K
|
9.43K
$203K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.65K+ 135.43% |
$164K - $173K
|
13.3K
$286K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.07K+ 13.54% |
$152K - $160K
|
59.3K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.71K+ 18.25% |
$123K - $129K
|
37K
$796K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.85K+ 8.34% |
$104K - $110K
|
63K
$1.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.67KNew |
$100K - $106K
|
4.67K
$100K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.47K+ 33.05% |
$95.9K - $101K
|
18K
$387K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.87K+ 13.56% |
$83.1K - $87.5K
|
32.4K
$697K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.54K+ 17.34% |
$76K - $80.1K
|
24K
$515K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.09K+ 9.77% |
$66.4K - $69.9K
|
34.7K
$747K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.05K+ 20.08% |
$65.4K - $68.9K
|
18.2K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.87K+ 117.55% |
$61.7K - $65K
|
5.32K
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.79KNew |
$60K - $63.2K
|
2.79K
$60.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.74KNew |
$58.8K - $62K
|
2.74K
$58.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.29K+ 3.03% |
$49.1K - $51.8K
|
77.9K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.13K+ 7.76% |
$45.8K - $48.2K
|
29.6K
$637K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 7.31% |
$34.7K - $36.6K
|
23.7K
$511K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.58K+ 3.08% |
$34K - $35.8K
|
53K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.57K+ 29.39% |
$33.8K - $35.6K
|
6.92K
$149K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.43K+ 614.22% |
$30.6K - $32.2K
|
1.66K
$35.6K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.25K+ 2.83% |
$26.9K - $28.3K
|
45.5K
$979K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.2K+ 5.66% |
$25.8K - $27.2K
|
22.5K
$483K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1K+ 2.57% |
$21.5K - $22.6K
|
40K
$860K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
825New |
$17.7K - $18.7K
|
825
$17.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
772+ 13.26% |
$16.6K - $17.5K
|
6.6K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
622New |
$13.4K - $14.1K
|
622
$13.4K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
500+ 209.21% |
$10.7K - $11.3K
|
739
$15.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$10.7K - $11.3K
|
500
$10.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
460+ 1.06% |
$9.88K - $10.4K
|
44.1K
$948K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378New |
$8.12K - $8.55K
|
378
$8.13K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
300+ 2.25% |
$6.44K - $6.79K
|
13.7K
$294K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242New |
$5.2K - $5.47K
|
242
$5.21K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100New |
$2.15K - $2.26K
|
100
$2.15K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
89+ 0.33% |
$1.91K - $2.01K
|
27.3K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67+ 0.37% |
$1.44K - $1.52K
|
18.3K
$393K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62New |
$1.33K - $1.4K
|
62
$1.33K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.15% |
$386 - $407
|
12.2K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8- 0.1% |
$172 - $181
|
7.78K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-54- 0.38% |
$1.16K - $1.22K
|
14K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 26.32% |
$1.18K - $1.24K
|
154
$3.31K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-90- 0.57% |
$1.93K - $2.04K
|
15.7K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-394- 2.18% |
$8.46K - $8.91K
|
17.7K
$381K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-411- 1.87% |
$8.82K - $9.3K
|
21.6K
$465K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-411- 1.87% |
$8.82K - $9.3K
|
21.6K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-532- 19.54% |
$11.4K - $12K
|
2.19K
$47.1K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-666- 3.41% |
$14.3K - $15.1K
|
18.9K
$406K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-717- 48.94% |
$15.4K - $16.2K
|
748
$16.1K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-792- 2.09% |
$17K - $17.9K
|
37.1K
$798K
|