Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.11M+ 2.0% |
$54.3M - $54.9M
|
108M
$2.37B
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.45M+ 47.43% |
$37.2M - $37.6M
|
4.51M
$99.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
527K+ 15.27% |
$13.5M - $13.7M
|
3.98M
$87.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
354K+ 5.04% |
$9.09M - $9.19M
|
7.38M
$163M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
352K+ 134.01% |
$9.05M - $9.14M
|
615K
$13.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
274K+ 21.39% |
$7.03M - $7.1M
|
1.55M
$34.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
263KNew |
$6.76M - $6.83M
|
263K
$5.8M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
233K+ 19.55% |
$5.99M - $6.06M
|
1.43M
$31.4M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
196K+ 408.3% |
$5.04M - $5.09M
|
244K
$5.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
194K+ 23.23% |
$4.97M - $5.03M
|
1.03M
$22.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
194KNew |
$4.97M - $5.03M
|
194K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
177K+ 53.66% |
$4.54M - $4.59M
|
507K
$11.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
139K+ 21.25% |
$3.57M - $3.6M
|
793K
$17.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
115K+ 207.45% |
$2.94M - $2.98M
|
170K
$3.74M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
110KNew |
$2.81M - $2.84M
|
110K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
106KNew |
$2.72M - $2.75M
|
106K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.7KNew |
$2.53M - $2.56M
|
98.7K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
89K+ 2.79% |
$2.28M - $2.31M
|
3.28M
$72.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
76.7K+ 213.6% |
$1.97M - $1.99M
|
113K
$2.48M
|
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
66.3K+ 66.01% |
$1.7M - $1.72M
|
167K
$3.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
59.3K+ 44.83% |
$1.52M - $1.54M
|
192K
$4.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
49.6K+ 13.3% |
$1.27M - $1.29M
|
423K
$9.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48K+ 5.04% |
$1.23M - $1.24M
|
1M
$22M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.5K+ 14.13% |
$1.06M - $1.08M
|
335K
$7.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
39.1K+ 107.33% |
$1M - $1.01M
|
75.5K
$1.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
38.7K+ 45.95% |
$995K - $1.01M
|
123K
$2.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.7KNew |
$890K - $900K
|
34.7K
$764K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
30.5K+ 4.76% |
$782K - $791K
|
671K
$14.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
26K+ 6.74% |
$668K - $675K
|
412K
$9.07M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
21.3K+ 10.4% |
$546K - $552K
|
226K
$4.97M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
20.9K+ 7.41% |
$537K - $543K
|
303K
$6.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.6KNew |
$502K - $507K
|
19.6K
$431K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.4K+ 25.54% |
$497K - $502K
|
95.1K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
18.4K+ 1.9% |
$474K - $479K
|
992K
$21.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
17.4KNew |
$447K - $452K
|
17.4K
$383K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.2K+ 10.52% |
$391K - $396K
|
160K
$3.53M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.1KNew |
$387K - $391K
|
15.1K
$332K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$332K - $336K
|
12.9K
$285K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
12.6K+ 10.25% |
$322K - $326K
|
135K
$2.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.3KNew |
$315K - $319K
|
12.3K
$270K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
10.6K+ 8.61% |
$272K - $275K
|
134K
$2.94M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.86KNew |
$227K - $230K
|
8.86K
$195K
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
8.82KNew |
$226K - $229K
|
8.82K
$194K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.68K+ 3.31% |
$223K - $225K
|
271K
$5.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
8.35KNew |
$214K - $217K
|
8.35K
$184K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.29K+ 7.97% |
$187K - $189K
|
98.7K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.48KNew |
$166K - $168K
|
6.48K
$143K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.12K+ 58.82% |
$131K - $133K
|
13.8K
$304K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.18K+ 16.59% |
$107K - $109K
|
29.4K
$647K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
3.73K+ 163.82% |
$95.7K - $96.7K
|
6K
$132K
|