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 |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.43KNew |
$31.4K - $34K
|
1.43K
$31K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.46% |
$31.1K - $33.7K
|
27.3K
$595K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.31K+ 13.05% |
$28.8K - $31.2K
|
11.3K
$247K
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.28K+ 14.46% |
$28.1K - $30.4K
|
10.1K
$220K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.24K+ 0.75% |
$27.2K - $29.5K
|
167K
$3.63M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.19KNew |
$26.1K - $28.3K
|
1.19K
$25.9K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 345.71% |
$24.8K - $26.9K
|
1.45K
$31.6K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
819+ 2.74% |
$18K - $19.5K
|
30.7K
$668K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
400New |
$8.8K - $9.54K
|
400
$8.71K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
256+ 1.94% |
$5.63K - $6.1K
|
13.5K
$293K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
187+ 2.19% |
$4.12K - $4.46K
|
8.74K
$190K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100New |
$2.2K - $2.38K
|
100
$2.18K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55New |
$1.21K - $1.31K
|
55
$1.2K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 0.2% |
$726 - $787
|
16.2K
$352K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30+ 0.04% |
$660 - $715
|
82.9K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2New |
$44 - $47.7
|
2
$43.5
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$44 - $47.7
|
354
$7.71K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6- 0.15% |
$132 - $143
|
3.9K
$84.9K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12Closed |
$264 - $286
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 1.01% |
$550 - $596
|
2.44K
$53.2K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-41- 11.36% |
$902 - $977
|
320
$6.97K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-90- 0.86% |
$1.98K - $2.15K
|
10.4K
$226K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 9.6% |
$2.09K - $2.26K
|
895
$19.5K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-271- 1.99% |
$5.96K - $6.46K
|
13.4K
$291K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-295- 8.47% |
$6.49K - $7.03K
|
3.19K
$69.4K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-399- 2.22% |
$8.78K - $9.51K
|
17.6K
$383K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-447- 1.95% |
$9.84K - $10.7K
|
22.5K
$490K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-483Closed |
$10.6K - $11.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-490- 5.62% |
$10.8K - $11.7K
|
8.23K
$179K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-550Closed |
$12.1K - $13.1K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-726- 3.16% |
$16K - $17.3K
|
22.2K
$484K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-749Closed |
$16.5K - $17.9K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791Closed |
$17.4K - $18.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-894Closed |
$19.7K - $21.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-905- 3.93% |
$19.9K - $21.6K
|
22.1K
$481K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33KClosed |
$29.2K - $31.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.35K- 6.0% |
$29.7K - $32.2K
|
21.2K
$461K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43KClosed |
$31.4K - $34K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.69K- 7.17% |
$37.2K - $40.2K
|
21.9K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.77KClosed |
$38.9K - $42.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.91K- 43.55% |
$42K - $45.5K
|
2.48K
$53.9K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.24KClosed |
$49.3K - $53.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.25K- 5.68% |
$49.6K - $53.7K
|
37.4K
$815K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.42K- 5.91% |
$53.2K - $57.7K
|
38.5K
$838K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.48KClosed |
$54.7K - $59.2K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-3.42K- 12.2% |
$75.2K - $81.5K
|
24.6K
$536K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.46K- 70.15% |
$76.2K - $82.5K
|
1.47K
$32K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.49K- 9.95% |
$76.7K - $83.1K
|
31.6K
$687K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.51K- 1.53% |
$77.3K - $83.7K
|
225K
$4.91M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.65K- 12.17% |
$80.3K - $87K
|
26.4K
$574K
|