Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.7M+ 4.17% |
$144M - $148M
|
167M
$3.61B
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.51M+ 482.87% |
$32.4M - $33.4M
|
1.83M
$39.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.42MNew |
$30.5M - $31.4M
|
1.42M
$30.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
900K+ 2645.25% |
$19.3M - $19.8M
|
934K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
756K+ 8.59% |
$16.2M - $16.7M
|
9.56M
$206M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
628K+ 13.24% |
$13.4M - $13.8M
|
5.37M
$116M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
568K+ 111.82% |
$12.2M - $12.5M
|
1.08M
$23.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
565K+ 2892.57% |
$12.1M - $12.5M
|
585K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
394K+ 2413.57% |
$8.44M - $8.68M
|
410K
$8.84M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
360KNew |
$7.7M - $7.92M
|
360K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
303K+ 18.1% |
$6.48M - $6.67M
|
1.97M
$42.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
295K+ 2896.84% |
$6.31M - $6.5M
|
305K
$6.57M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
274KNew |
$5.87M - $6.04M
|
274K
$5.91M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
261K+ 11.25% |
$5.59M - $5.75M
|
2.58M
$55.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
184K+ 2326.14% |
$3.94M - $4.06M
|
192K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
169K+ 13.98% |
$3.63M - $3.73M
|
1.38M
$29.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
155K+ 9.35% |
$3.31M - $3.41M
|
1.81M
$38.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
150K+ 5674.91% |
$3.21M - $3.31M
|
153K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 10.39% |
$3.07M - $3.16M
|
1.52M
$32.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
133K+ 9.57% |
$2.84M - $2.93M
|
1.52M
$32.8M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
126K+ 9.03% |
$2.7M - $2.78M
|
1.52M
$32.8M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
115KNew |
$2.46M - $2.53M
|
115K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
98.4K+ 196.82% |
$2.11M - $2.17M
|
148K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
97.3KNew |
$2.08M - $2.14M
|
97.3K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.1K+ 101.34% |
$1.97M - $2.03M
|
183K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83.2K+ 22.32% |
$1.78M - $1.83M
|
456K
$9.82M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
81.6K+ 5.74% |
$1.75M - $1.8M
|
1.5M
$32.4M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
80.7K+ 101.63% |
$1.73M - $1.78M
|
160K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
77.2K+ 15.68% |
$1.65M - $1.7M
|
570K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$1.5M - $1.55M
|
70.1K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
69.6KNew |
$1.49M - $1.53M
|
69.6K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
66.6K+ 55.22% |
$1.43M - $1.47M
|
187K
$4.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
59KNew |
$1.26M - $1.3M
|
59K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
58.8K+ 7.91% |
$1.26M - $1.3M
|
802K
$17.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
58.5K+ 10.05% |
$1.25M - $1.29M
|
641K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54.6K+ 37.41% |
$1.17M - $1.2M
|
201K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
53.4KNew |
$1.14M - $1.18M
|
53.4K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
50K+ 7.41% |
$1.07M - $1.1M
|
725K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
46.3K+ 31.31% |
$991K - $1.02M
|
194K
$4.18M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45.1KNew |
$965K - $993K
|
45.1K
$971K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.4K+ 18.78% |
$823K - $847K
|
243K
$5.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
33.5KNew |
$717K - $738K
|
33.5K
$722K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
32.6K+ 31.4% |
$698K - $719K
|
136K
$2.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
31.6K+ 9.77% |
$677K - $697K
|
356K
$7.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
31K+ 44.37% |
$665K - $684K
|
101K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
27K+ 7.46% |
$578K - $595K
|
389K
$8.38M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25.1K+ 8.84% |
$537K - $552K
|
309K
$6.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
24.2K+ 26.6% |
$518K - $533K
|
115K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.2KNew |
$517K - $532K
|
24.2K
$521K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8K+ 46.02% |
$510K - $525K
|
75.5K
$1.63M
|