Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)

SPMB Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q2 2023. 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
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
8.94M
New
$194M - $201M
8.94M $193M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
7.12M
+ 4.98%
$154M - $160M
150M $3.24B
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.56M
+ 29.35%
$33.7M - $34.9M
6.85M $148M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
523K
+ 28.28%
$11.3M - $11.7M
2.37M $51.1M
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
470K
New
$10.2M - $10.5M
470K $10.1M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
452K
+ 120.45%
$9.8M - $10.1M
827K $17.8M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
357K
New
$7.74M - $8M
357K $7.69M
Jul 20, 2023 Q2 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
271K
New
$5.88M - $6.08M
271K $5.84M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
256K
New
$5.56M - $5.75M
256K $5.53M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
255K
+ 44.47%
$5.53M - $5.72M
829K $17.9M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
218K
+ 13.68%
$4.73M - $4.89M
1.81M $39.1M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
163K
+ 23.83%
$3.54M - $3.66M
847K $18.3M
Aug 10, 2023 Q2 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
129K
+ 10.85%
$2.8M - $2.9M
1.32M $28.5M
Jul 13, 2023 Q2 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
125K
+ 22.98%
$2.72M - $2.81M
671K $14.5M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
121K
+ 266.59%
$2.63M - $2.72M
167K $3.59M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
116K
+ 1246.87%
$2.52M - $2.61M
126K $2.71M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
115K
New
$2.5M - $2.58M
115K $2.48M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
113K
+ 11.43%
$2.45M - $2.54M
1.1M $23.8M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
106K
+ 3.07%
$2.3M - $2.38M
3.56M $76.8M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
100K
+ 44.07%
$2.17M - $2.24M
327K $7.05M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
96.3K
+ 274.55%
$2.09M - $2.16M
131K $2.83M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
93.7K
+ 289.25%
$2.03M - $2.1M
126K $2.72M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
88.3K
New
$1.91M - $1.98M
88.3K $1.9M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
86.3K
New
$1.87M - $1.94M
86.3K $1.86M
Jul 18, 2023 Q2 2023
Financial Life Advisors

BUY
 -
80.7K
+ 15.39%
$1.75M - $1.81M
605K $13M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
68.6K
New
$1.49M - $1.54M
68.6K $1.48M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
66.1K
+ 64832.35%
$1.43M - $1.48M
66.2K $1.43M
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
59.5K
+ 67.74%
$1.29M - $1.34M
147K $3.18M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
50.8K
New
$1.1M - $1.14M
50.8K $1.09M
Aug 07, 2023 Q2 2023
Wbi Investments, Inc.

BUY
 -
46.3K
+ 48.1%
$1M - $1.04M
143K $3.07M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
41K
+ 42.21%
$889K - $919K
138K $2.98M
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
36.1K
+ 150.39%
$783K - $810K
60.1K $1.3M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
35.5K
+ 6.44%
$769K - $796K
587K $12.6M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
35K
+ 14.43%
$758K - $785K
277K $5.98M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
31.6K
New
$686K - $710K
31.6K $682K
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
31.6K
New
$686K - $710K
31.6K $682K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
28.3K
+ 2.06%
$613K - $634K
1.4M $30.1M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
27.7K
+ 293.33%
$600K - $621K
37.1K $799K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
26.4K
+ 6.99%
$572K - $592K
404K $8.71M
Jul 06, 2023 Q2 2023
Boltwood Capital Management

BUY
 -
22.5K
New
$487K - $504K
22.5K $484K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19.9K
+ 53.78%
$432K - $447K
57K $1.23M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
17.1K
New
$370K - $383K
17.1K $368K
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
17K
New
$368K - $380K
17K $365K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
16.5K
+ 80.14%
$358K - $370K
37.1K $800K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
16.4K
+ 5.08%
$356K - $368K
340K $7.32M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
12K
New
$259K - $268K
12K $258K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
11.8K
+ 4.09%
$256K - $265K
301K $6.49M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.4K
New
$248K - $256K
11.4K $246K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
11.4K
+ 28.57%
$248K - $256K
51.4K $1.11M

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