Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 88.61% |
$1.47K - $1.52K
|
9
$198
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-77- 17.54% |
$1.61K - $1.68K
|
362
$7.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-160- 0.8% |
$3.36K - $3.48K
|
19.9K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 1.23% |
$3.42K - $3.55K
|
13.1K
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-297- 0.55% |
$6.23K - $6.46K
|
53.6K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-328- 0.82% |
$6.88K - $7.14K
|
39.7K
$874K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-354- 0.7% |
$7.42K - $7.7K
|
49.9K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-412- 3.33% |
$8.64K - $8.97K
|
12K
$263K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-456Closed |
$9.56K - $9.92K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 0.8% |
$10.5K - $10.9K
|
62.2K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-701- 0.5% |
$14.7K - $15.3K
|
139K
$3.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-826- 6.53% |
$17.3K - $18K
|
11.8K
$260K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-969- 1.28% |
$20.3K - $21.1K
|
74.6K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.07K- 3.4% |
$22.4K - $23.2K
|
30.4K
$668K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.16K- 0.72% |
$24.3K - $25.2K
|
159K
$3.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.3K- 43.28% |
$27.2K - $28.2K
|
1.7K
$37.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.4K- 8.74% |
$29.4K - $30.6K
|
14.7K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.62K- 3.48% |
$33.9K - $35.2K
|
44.9K
$989K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.87K- 7.65% |
$39.1K - $40.6K
|
22.5K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.95K- 9.36% |
$61.8K - $64.1K
|
28.5K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.72K- 2.32% |
$78K - $80.9K
|
156K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.91K- 0.67% |
$82K - $85K
|
581K
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.96K- 17.96% |
$83.1K - $86.2K
|
18.1K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.12K- 28.48% |
$86.4K - $89.7K
|
10.3K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.21K- 30.85% |
$88.4K - $91.7K
|
9.44K
$208K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.4K- 1.13% |
$92.3K - $95.7K
|
385K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.87K- 4.38% |
$102K - $106K
|
106K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.05K- 26.66% |
$106K - $110K
|
13.9K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.11K- 33.22% |
$107K - $111K
|
10.3K
$226K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.2K- 10.12% |
$109K - $113K
|
46.1K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.64K- 18.52% |
$118K - $123K
|
24.8K
$546K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.81K- 4.41% |
$122K - $126K
|
126K
$2.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.25K- 2.61% |
$131K - $136K
|
233K
$5.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.31K- 19.16% |
$132K - $137K
|
26.6K
$586K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.45K- 19.22% |
$135K - $140K
|
27.1K
$597K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 38.21% |
$140K - $145K
|
10.8K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.1K- 7.4% |
$149K - $155K
|
88.9K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7.22K- 84.05% |
$151K - $157K
|
1.37K
$30.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.27K- 23.49% |
$152K - $158K
|
23.7K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.62K- 28.28% |
$160K - $166K
|
19.3K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-8.2K- 15.55% |
$172K - $178K
|
44.5K
$980K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.34K- 13.19% |
$175K - $182K
|
54.9K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-8.44K- 3.11% |
$177K - $184K
|
263K
$5.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.12K- 84.35% |
$191K - $198K
|
1.69K
$37.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9K- 27.21% |
$228K - $237K
|
29.1K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.1K- 17.26% |
$254K - $263K
|
58K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 15.8% |
$254K - $264K
|
64.7K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.2K- 5.24% |
$256K - $266K
|
221K
$4.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.5K- 19.4% |
$283K - $294K
|
56.1K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 9.58% |
$303K - $314K
|
136K
$3M
|