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 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-866- 0.18% |
$18.6K - $19.6K
|
474K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.03K- 1.13% |
$22K - $23.2K
|
89.5K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.15K- 9.87% |
$24.6K - $25.9K
|
10.5K
$230K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.32K- 4.0% |
$28.3K - $29.8K
|
31.6K
$696K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.52K- 40.15% |
$32.6K - $34.4K
|
2.27K
$49.9K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.59K- 5.82% |
$34.2K - $36K
|
25.8K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.81K- 0.14% |
$38.8K - $40.9K
|
1.25M
$27.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.95K- 5.99% |
$41.8K - $44.1K
|
30.6K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.09K- 10.22% |
$44.8K - $47.2K
|
18.3K
$404K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.12K- 0.72% |
$45.6K - $48K
|
294K
$6.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.13K- 1.62% |
$45.8K - $48.2K
|
129K
$2.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.21K- 19.11% |
$47.4K - $49.9K
|
9.34K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.31K- 1.18% |
$49.5K - $52.2K
|
192K
$4.23M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.43K- 3.94% |
$52.2K - $55K
|
59.3K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.46K- 77.22% |
$52.8K - $55.6K
|
725
$16K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.7K- 60.76% |
$58K - $61.1K
|
1.74K
$38.4K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.87K- 11.94% |
$83.1K - $87.5K
|
28.5K
$628K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.89K- 17.24% |
$105K - $111K
|
23.5K
$516K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.91K- 29.17% |
$105K - $111K
|
11.9K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.49K- 29.42% |
$118K - $124K
|
13.2K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.16K- 19.27% |
$132K - $139K
|
25.8K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.73K- 2.77% |
$145K - $152K
|
236K
$5.19M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.08K- 14.81% |
$152K - $160K
|
40.7K
$896K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.21K- 10.49% |
$176K - $186K
|
70.1K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.81K- 57.52% |
$189K - $199K
|
6.5K
$143K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-9.25K- 9.95% |
$199K - $209K
|
83.7K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.77K- 51.28% |
$210K - $221K
|
9.28K
$204K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-11.4K- 27.8% |
$245K - $258K
|
29.6K
$651K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-12.1K- 39.84% |
$260K - $274K
|
18.3K
$402K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-12.3K- 4.55% |
$264K - $278K
|
258K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.4K- 3.38% |
$266K - $280K
|
354K
$7.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-28.7K- 28.25% |
$616K - $649K
|
72.8K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-30.3K- 59.53% |
$651K - $686K
|
20.6K
$453K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-34.8K- 46.26% |
$748K - $788K
|
40.5K
$891K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-46.9K- 80.49% |
$1.01M - $1.06M
|
11.4K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-52.7K- 99.98% |
$1.13M - $1.19M
|
13
$286
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.1K- 46.29% |
$1.57M - $1.65M
|
84.8K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-89.6K- 4.62% |
$1.92M - $2.03M
|
1.85M
$40.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-93.9K- 38.89% |
$2.02M - $2.12M
|
148K
$3.25M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-97.6K- 77.38% |
$2.1M - $2.21M
|
28.5K
$628K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-102K- 97.87% |
$2.18M - $2.3M
|
2.21K
$48.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-132K- 5.3% |
$2.84M - $2.99M
|
2.36M
$52M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-158K- 15.05% |
$3.4M - $3.58M
|
893K
$19.6M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-230K- 27.03% |
$4.94M - $5.21M
|
621K
$13.7M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-280K- 96.04% |
$6.02M - $6.34M
|
11.6K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-357K- 20.68% |
$7.67M - $8.08M
|
1.37M
$30.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-400K- 96.12% |
$8.59M - $9.05M
|
16.2K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-741K- 74.45% |
$15.9M - $16.8M
|
254K
$5.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.87M- 89.23% |
$105M - $110M
|
588K
$12.9M
|