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
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.96K- 10.05% |
$127K - $132K
|
53.4K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.11K- 5.76% |
$130K - $135K
|
100K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.13K- 19.89% |
$130K - $136K
|
24.7K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.38K- 5.16% |
$135K - $141K
|
117K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-7.21K- 2.88% |
$153K - $160K
|
243K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.83K- 10.23% |
$188K - $196K
|
77.5K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.43K- 0.78% |
$200K - $209K
|
1.2M
$26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 2.16% |
$222K - $231K
|
473K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-10.5K- 20.15% |
$224K - $233K
|
41.7K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.8K- 11.82% |
$229K - $239K
|
80.5K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 18.69% |
$234K - $244K
|
48K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.8K- 53.36% |
$250K - $260K
|
10.3K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-13.3K- 11.27% |
$281K - $294K
|
104K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.1K- 6.96% |
$320K - $334K
|
202K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 21.08% |
$321K - $335K
|
56.6K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8K- 21.88% |
$357K - $373K
|
60.1K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-17.9K- 29.54% |
$381K - $397K
|
42.8K
$931K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 2.9% |
$381K - $397K
|
601K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.4K- 10.71% |
$391K - $408K
|
154K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.7K- 32.59% |
$397K - $415K
|
38.7K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-20.8K- 38.53% |
$442K - $461K
|
33.2K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22.3K- 15.88% |
$473K - $493K
|
118K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22.4K- 27.17% |
$476K - $496K
|
60.1K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22.7K- 49.86% |
$481K - $502K
|
22.8K
$496K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.8K- 50.0% |
$506K - $528K
|
23.8K
$519K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.5K- 23.43% |
$584K - $609K
|
89.9K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 2.07% |
$643K - $671K
|
1.43M
$31.2M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-30.6K- 18.83% |
$650K - $678K
|
132K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.4K- 37.56% |
$709K - $739K
|
55.5K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-34.7K- 12.86% |
$736K - $767K
|
235K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.9K- 11.27% |
$741K - $773K
|
275K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35.2K- 21.03% |
$747K - $779K
|
132K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-37.1K- 20.0% |
$787K - $821K
|
148K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-38K- 16.11% |
$807K - $841K
|
198K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46.7K- 10.26% |
$991K - $1.03M
|
408K
$8.89M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.2K- 52.17% |
$1.04M - $1.09M
|
45.1K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-65K- 12.72% |
$1.38M - $1.44M
|
446K
$9.71M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-67.6K- 5.23% |
$1.43M - $1.5M
|
1.22M
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74.7K- 16.62% |
$1.59M - $1.65M
|
375K
$8.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-144K- 7.31% |
$3.05M - $3.18M
|
1.82M
$39.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-148K- 61.9% |
$3.14M - $3.27M
|
90.9K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-152K- 10.86% |
$3.23M - $3.36M
|
1.25M
$27.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-308K- 53.32% |
$6.54M - $6.82M
|
270K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-403K- 76.51% |
$8.56M - $8.93M
|
124K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-406K- 9.18% |
$8.61M - $8.98M
|
4.01M
$87.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.11M- 97.25% |
$23.5M - $24.6M
|
31.4K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.38M- 95.46% |
$93M - $96.9M
|
208K
$4.53M
|