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
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
267+ 2.3% |
$5.67K - $5.91K
|
11.9K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
241New |
$5.12K - $5.34K
|
241
$5.25K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$4.63K - $4.83K
|
218
$4.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 1.95% |
$3.93K - $4.1K
|
9.67K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150New |
$3.18K - $3.32K
|
150
$3.27K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.1% |
$212 - $221
|
10.5K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$170 - $177
|
8
$174
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 0.37% |
$106 - $111
|
1.35K
$29.4K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$63.7 - $66.4
|
3
$65.3
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$42.5 - $44.3
|
22.3K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$21.2 - $22.1
|
3
$65.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 1.38% |
$149 - $155
|
500
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-26- 43.33% |
$552 - $576
|
34
$740
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-47- 6.6% |
$998 - $1.04K
|
665
$14.5K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-49- 0.48% |
$1.04K - $1.08K
|
10.1K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-101- 0.37% |
$2.14K - $2.24K
|
27K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-259- 5.83% |
$5.5K - $5.73K
|
4.19K
$91.1K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-277- 17.79% |
$5.88K - $6.13K
|
1.28K
$27.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-317- 0.1% |
$6.73K - $7.02K
|
320K
$6.98M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-398- 18.79% |
$8.45K - $8.81K
|
1.72K
$37.4K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-530- 14.64% |
$11.3K - $11.7K
|
3.09K
$67.2K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-561- 3.14% |
$11.9K - $12.4K
|
17.3K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-772- 1.79% |
$16.4K - $17.1K
|
42.5K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-828- 1.64% |
$17.6K - $18.3K
|
49.7K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-954- 3.27% |
$20.3K - $21.1K
|
28.2K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-982- 53.96% |
$20.8K - $21.7K
|
838
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 57.97% |
$22.1K - $23K
|
754
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 23.7% |
$25.6K - $26.7K
|
3.88K
$84.4K
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.63K- 5.28% |
$34.6K - $36.1K
|
29.2K
$637K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.84K- 1.71% |
$39K - $40.6K
|
105K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.89K- 56.34% |
$40.1K - $41.8K
|
1.46K
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 27.67% |
$41.1K - $42.9K
|
5.07K
$110K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2K- 24.16% |
$42.4K - $44.3K
|
6.28K
$137K
|
|
|
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
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.02K- 99.26% |
$42.9K - $44.8K
|
15
$327
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.16K- 80.63% |
$45.9K - $47.9K
|
520
$11.3K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.98K- 21.64% |
$63.3K - $66K
|
10.8K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3.12K- 23.76% |
$66.2K - $69K
|
10K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-3.25K- 66.33% |
$69K - $72K
|
1.65K
$35.9K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.3K- 6.39% |
$70.1K - $73.1K
|
48.4K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.42K- 8.65% |
$72.6K - $75.7K
|
36.1K
$786K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.64K- 18.5% |
$98.5K - $103K
|
20.4K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.88K- 22.91% |
$104K - $108K
|
16.4K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 23.41% |
$109K - $114K
|
16.8K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.27K- 0.83% |
$112K - $117K
|
632K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-5.43K- 1.49% |
$115K - $120K
|
359K
$7.82M
|