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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.6K+ 10.79% |
$331K - $346K
|
160K
$3.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.5K+ 7.94% |
$328K - $343K
|
210K
$4.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.6K+ 12.0% |
$311K - $324K
|
137K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.6KNew |
$309K - $323K
|
14.6K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$295K - $308K
|
13.9K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
12.6K+ 53.25% |
$268K - $279K
|
36.3K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 22.17% |
$263K - $274K
|
68.3K
$1.49M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
11.8KNew |
$250K - $261K
|
11.8K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.4K+ 760.03% |
$220K - $230K
|
11.7K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.46K+ 2.75% |
$201K - $209K
|
354K
$7.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.95K+ 4.26% |
$190K - $198K
|
219K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
8.17K+ 3.01% |
$173K - $181K
|
280K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
7.73K+ 77.55% |
$164K - $171K
|
17.7K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.62K+ 2.19% |
$162K - $169K
|
356K
$7.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.7K+ 100.96% |
$142K - $148K
|
13.3K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.62K+ 4.92% |
$119K - $124K
|
120K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 32.8% |
$112K - $116K
|
21.3K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.8KNew |
$102K - $106K
|
4.8K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.45K+ 10.39% |
$94.5K - $98.5K
|
47.3K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.37K+ 26.65% |
$92.9K - $96.8K
|
20.8K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.3K+ 11.6% |
$91.4K - $95.3K
|
41.4K
$901K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.24K+ 15.16% |
$90K - $93.8K
|
32.2K
$701K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
4.09K+ 1.95% |
$86.7K - $90.4K
|
214K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.01K+ 1.23% |
$85.2K - $88.9K
|
330K
$7.18M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 9.3% |
$80.1K - $83.5K
|
44.3K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 2624.46% |
$77.4K - $80.8K
|
3.79K
$82.4K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.65K+ 5.08% |
$77.4K - $80.7K
|
75.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.05K+ 18.79% |
$64.8K - $67.5K
|
19.3K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.69K+ 28.11% |
$57.2K - $59.6K
|
12.3K
$267K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.67K+ 267200.0% |
$56.7K - $59.2K
|
2.67K
$58.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.55K+ 1.99% |
$54K - $56.3K
|
131K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.35K+ 7.72% |
$49.9K - $52K
|
32.8K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.31K+ 0.64% |
$49.1K - $51.2K
|
364K
$7.92M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 15113.33% |
$48.1K - $50.2K
|
2.28K
$49.7K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 1.04% |
$42.6K - $44.4K
|
195K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 2.03% |
$42.2K - $44K
|
100K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.78K+ 35.9% |
$37.8K - $39.4K
|
6.73K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.6K+ 1.17% |
$34K - $35.4K
|
138K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.48K+ 6.81% |
$31.4K - $32.7K
|
23.2K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 2.76% |
$26.9K - $28.1K
|
47.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24KNew |
$26.4K - $27.5K
|
1.24K
$27.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09KNew |
$23K - $24K
|
1.09K
$23.6K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
792New |
$16.8K - $17.5K
|
792
$17.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
738+ 5.11% |
$15.7K - $16.3K
|
15.2K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
650+ 1.31% |
$13.8K - $14.4K
|
50.2K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
470+ 0.33% |
$9.98K - $10.4K
|
143K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
400+ 1.08% |
$8.49K - $8.86K
|
37.4K
$815K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
380+ 2.02% |
$8.07K - $8.41K
|
19.2K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
353+ 19.67% |
$7.49K - $7.82K
|
2.15K
$46.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
318+ 1.65% |
$6.75K - $7.04K
|
19.6K
$426K
|