Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
808KNew |
$17.4M - $17.9M
|
808K
$17.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
566K+ 13.6% |
$12.2M - $12.6M
|
4.73M
$104M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
413K+ 22.67% |
$8.9M - $9.17M
|
2.24M
$49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
348K+ 20.36% |
$7.5M - $7.73M
|
2.06M
$45.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80.1KNew |
$1.73M - $1.78M
|
80.1K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
70.5KNew |
$1.52M - $1.56M
|
70.5K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
42.1K+ 5.38% |
$908K - $935K
|
826K
$18.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.3K+ 34.28% |
$739K - $761K
|
134K
$2.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.5KNew |
$398K - $410K
|
18.5K
$406K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
17.8K+ 18.46% |
$384K - $396K
|
114K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 12.35% |
$291K - $300K
|
123K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13K+ 2.06% |
$280K - $289K
|
645K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.6K+ 2.27% |
$271K - $279K
|
566K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.1K+ 22.23% |
$238K - $245K
|
60.8K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.17K+ 4.29% |
$198K - $204K
|
223K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.88K+ 14.59% |
$148K - $153K
|
54.1K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.52K+ 2.74% |
$141K - $145K
|
244K
$5.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.9K+ 437.14% |
$127K - $131K
|
7.25K
$159K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.56K+ 27.41% |
$98.2K - $101K
|
21.2K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.35K+ 176.42% |
$72.2K - $74.4K
|
5.25K
$115K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.94K+ 10.05% |
$63.4K - $65.3K
|
32.2K
$706K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.4K+ 2.03% |
$51.8K - $53.4K
|
121K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.1K+ 1.17% |
$23.7K - $24.4K
|
95K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
875+ 2.67% |
$18.9K - $19.4K
|
33.7K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
800+ 5.84% |
$17.2K - $17.8K
|
14.5K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
800New |
$17.2K - $17.8K
|
800
$17.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
655New |
$14.1K - $14.5K
|
655
$14.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
371New |
$8K - $8.24K
|
371
$8.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
274+ 0.3% |
$5.9K - $6.08K
|
92.6K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
141+ 0.74% |
$3.04K - $3.13K
|
19.3K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
136+ 0.32% |
$2.93K - $3.02K
|
42.6K
$935K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.22% |
$733 - $755
|
15.2K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-224- 17.5% |
$4.83K - $4.97K
|
1.06K
$23.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-279- 1.65% |
$6.01K - $6.19K
|
16.7K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-455- 54.3% |
$9.81K - $10.1K
|
383
$8.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 6.41% |
$22.7K - $23.4K
|
15.4K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.3K- 10.94% |
$28K - $28.8K
|
10.6K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.32K- 6.45% |
$28.4K - $29.3K
|
19.1K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.38K- 6.84% |
$29.8K - $30.7K
|
18.8K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.14K- 19.85% |
$46.2K - $47.6K
|
8.66K
$190K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.47K- 8.77% |
$53.3K - $54.9K
|
25.7K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.77K- 2.31% |
$59.7K - $61.5K
|
117K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.07K- 1.31% |
$66.2K - $68.2K
|
232K
$5.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.03K- 7.26% |
$86.8K - $89.4K
|
51.5K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.8K- 31.67% |
$147K - $151K
|
14.7K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-16.4K- 11.42% |
$352K - $363K
|
127K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.6K- 39.06% |
$359K - $370K
|
26K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-18.8K- 13.31% |
$404K - $417K
|
122K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-22.6K- 7.04% |
$486K - $501K
|
298K
$6.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-22.9K- 58.15% |
$494K - $509K
|
16.5K
$362K
|