Purchases and Sales Made in Q1 2025 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 2025. 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 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1.62MNew |
$34.4M - $35.9M
|
1.62M
$35.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08MNew |
$22.9M - $23.9M
|
1.08M
$23.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
523KNew |
$11.1M - $11.6M
|
523K
$11.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
235K+ 5.98% |
$4.98M - $5.2M
|
4.16M
$90.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
143KNew |
$3.04M - $3.17M
|
143K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 4379.34% |
$2.27M - $2.37M
|
109K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.5KNew |
$1.18M - $1.23M
|
55.5K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
47.3K+ 33.23% |
$1M - $1.05M
|
190K
$4.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
40.2K+ 5.38% |
$853K - $890K
|
787K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20.1K+ 3.77% |
$427K - $446K
|
553K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
17.9K+ 15.09% |
$380K - $396K
|
137K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.5K+ 7.94% |
$328K - $343K
|
210K
$4.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.6KNew |
$309K - $323K
|
14.6K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.95K+ 4.26% |
$190K - $198K
|
219K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.62K+ 4.92% |
$119K - $124K
|
120K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 2.03% |
$42.2K - $44K
|
100K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
738+ 5.11% |
$15.7K - $16.3K
|
15.2K
$331K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
470+ 0.33% |
$9.98K - $10.4K
|
143K
$3.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
318+ 1.65% |
$6.75K - $7.04K
|
19.6K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
241New |
$5.12K - $5.34K
|
241
$5.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 1.95% |
$3.93K - $4.1K
|
9.67K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-772- 1.79% |
$16.4K - $17.1K
|
42.5K
$925K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.43K- 6.24% |
$30.3K - $31.6K
|
21.5K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.62K- 3.95% |
$34.5K - $36K
|
39.4K
$859K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.01K- 2.03% |
$42.6K - $44.4K
|
96.6K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.01K- 1.66% |
$42.6K - $44.4K
|
118K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.27K- 0.83% |
$112K - $117K
|
632K
$13.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8K- 21.88% |
$357K - $373K
|
60.1K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22.4K- 27.17% |
$476K - $496K
|
60.1K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-144K- 7.31% |
$3.05M - $3.18M
|
1.82M
$39.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-308K- 53.32% |
$6.54M - $6.82M
|
270K
$5.87M
|