Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
968K+ 566.77% |
$21.3M - $23.1M
|
1.14M
$24.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
968K+ 566.77% |
$21.3M - $23.1M
|
1.14M
$24.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
737K+ 187.51% |
$16.2M - $17.6M
|
1.13M
$24.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
697KNew |
$15.3M - $16.6M
|
697K
$15.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
673K+ 14.24% |
$14.8M - $16M
|
5.4M
$117M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576KNew |
$12.7M - $13.7M
|
576K
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576KNew |
$12.7M - $13.7M
|
576K
$12.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
273K+ 88.72% |
$6.01M - $6.51M
|
580K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
259K+ 24.41% |
$5.7M - $6.17M
|
1.32M
$28.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
250K+ 96.94% |
$5.49M - $5.95M
|
507K
$11M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
237K+ 152.33% |
$5.21M - $5.64M
|
392K
$8.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
140K+ 823.55% |
$3.09M - $3.35M
|
158K
$3.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
136KNew |
$2.99M - $3.24M
|
136K
$2.95M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
94.7KNew |
$2.08M - $2.26M
|
94.7K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
87.8KNew |
$1.93M - $2.09M
|
87.8K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.2K+ 21.63% |
$1.59M - $1.72M
|
406K
$8.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
61.5KNew |
$1.35M - $1.47M
|
61.5K
$1.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
51.8K+ 57.49% |
$1.14M - $1.24M
|
142K
$3.08M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45.7K+ 9.05% |
$1.01M - $1.09M
|
550K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.8K+ 337.86% |
$766K - $830K
|
45.1K
$980K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28.3K+ 201.72% |
$623K - $675K
|
42.4K
$920K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28.2KNew |
$621K - $673K
|
28.2K
$613K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
19.6K+ 10.49% |
$431K - $466K
|
206K
$4.48M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.5KNew |
$428K - $464K
|
19.5K
$423K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
17.3KNew |
$381K - $412K
|
17.3K
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
17.1K+ 3.55% |
$375K - $407K
|
498K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.2KNew |
$356K - $386K
|
16.2K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.2K+ 2.04% |
$334K - $362K
|
759K
$16.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
15K+ 55.14% |
$330K - $358K
|
42.2K
$917K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14K+ 63.31% |
$307K - $333K
|
36K
$782K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$295K - $320K
|
13.4K
$291K
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.5K+ 3.92% |
$276K - $299K
|
332K
$7.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
10.5K+ 1.78% |
$232K - $251K
|
601K
$13.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10KNew |
$221K - $239K
|
10K
$218K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
7.62K+ 27.2% |
$168K - $182K
|
35.6K
$774K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.11K+ 6.29% |
$157K - $170K
|
120K
$2.61M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.65KNew |
$146K - $158K
|
6.65K
$144K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.62K+ 38.59% |
$146K - $158K
|
23.8K
$516K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.35K+ 6.37% |
$95.7K - $104K
|
72.6K
$1.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.79KNew |
$83.3K - $90.3K
|
3.79K
$82.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.64K+ 6.13% |
$80.1K - $86.8K
|
63K
$1.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.49KNew |
$76.7K - $83.1K
|
3.49K
$75.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.99K+ 8.37% |
$65.8K - $71.3K
|
38.7K
$840K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 0.63% |
$47.5K - $51.4K
|
343K
$7.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.07K+ 5.57% |
$45.6K - $49.4K
|
39.3K
$853K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.74KNew |
$38.4K - $41.6K
|
1.74K
$37.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.72K+ 11.65% |
$37.9K - $41K
|
16.5K
$358K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.63K+ 4.87% |
$35.8K - $38.8K
|
35.1K
$761K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.61K+ 6.19% |
$35.5K - $38.4K
|
27.6K
$600K
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.45K+ 6.96% |
$31.9K - $34.5K
|
22.3K
$483K
|