Purchases and Sales Made in Q3 2021 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 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
Oct 22, 2021 Q3 2021
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
3.67K
+ 1.44%
$94.2K - $95.2K
259K $5.7M
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.48K
+ 16.17%
$89.4K - $90.4K
25K $551K
Nov 12, 2021 Q3 2021
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
3.02K
+ 26.64%
$77.5K - $78.3K
14.4K $316K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
2.48K
+ 3.76%
$63.7K - $64.4K
68.5K $1.51M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
1.88K
+ 9.52%
$48.4K - $48.9K
21.7K $477K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
1.52K
New
$39K - $39.4K
1.52K $33.4K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.41K
+ 2427.59%
$36.1K - $36.5K
1.47K $32.3K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.3K
+ 29.6%
$33.4K - $33.7K
5.69K $125K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.13K
+ 4.73%
$29K - $29.3K
25K $550K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.11K
+ 28.49%
$28.6K - $28.9K
5.02K $111K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
845
New
$21.7K - $21.9K
845 $18.6K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
822
+ 83.62%
$21.1K - $21.3K
1.81K $39.7K
Nov 12, 2021 Q3 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
800
+ 20.75%
$20.5K - $20.8K
4.66K $103K
Oct 20, 2021 Q3 2021
Donald L. Hagan, LLC

BUY
 -
758
+ 6.24%
$19.5K - $19.7K
12.9K $284K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
740
New
$19K - $19.2K
740 $16.3K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
716
New
$18.4K - $18.6K
716 $15.8K
Nov 16, 2021 Q3 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
642
+ 4.39%
$16.5K - $16.7K
15.3K $336K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
629
+ 2.1%
$16.1K - $16.3K
30.5K $672K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
609
+ 1964.52%
$15.6K - $15.8K
640 $14.1K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
315
New
$8.09K - $8.17K
315 $6.94K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
309
+ 2.77%
$7.93K - $8.02K
11.4K $252K
Oct 25, 2021 Q3 2021
Wbh Advisory Inc

BUY
 -
239
+ 1.0%
$6.14K - $6.2K
24.1K $531K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
218
New
$5.6K - $5.66K
218 $4.8K
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
214
+ 18.31%
$5.49K - $5.55K
1.38K $30.5K
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
212
+ 0.56%
$5.44K - $5.5K
38.1K $839K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
113
+ 0.4%
$2.9K - $2.93K
28.5K $628K
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

BUY
 -
59
+ 0.62%
$1.51K - $1.53K
9.63K $212K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
7
+ 0.58%
$180 - $182
1.21K $26.7K
Oct 19, 2021 Q3 2021
Professional Financial Advisors, LLC

BUY
 -
3
+ 0.87%
$77 - $77.9
348 $7.66K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
0
New
$0 - $0
0 $0
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-44
Closed
$1.13K - $1.14K
0 $0
Nov 15, 2021 Q3 2021
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-62
- 0.14%
$1.59K - $1.61K
45.6K $1.01M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

SELL
 -
-148
Closed
$3.8K - $3.84K
0 $0
Nov 02, 2021 Q3 2021
Financial Management Professionals, Inc.

SELL
 -
-198
Closed
$5.08K - $5.14K
0 $0
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-300
- 28.6%
$7.7K - $7.79K
749 $16.5K
Nov 09, 2021 Q3 2021
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-363
- 0.19%
$9.32K - $9.42K
191K $4.2M
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-450
Closed
$11.6K - $11.7K
0 $0
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-516
- 74.89%
$13.2K - $13.4K
173 $3.81K
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-665
- 0.6%
$17.1K - $17.3K
110K $2.43M
Oct 08, 2021 Q3 2021
Centennial Wealth Advisory LLC

SELL
 -
-973
- 1.31%
$25K - $25.2K
73.4K $1.62M
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

SELL
 -
-1.03K
- 11.61%
$26.3K - $26.6K
7.8K $172K
Nov 12, 2021 Q3 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.07K
- 84.46%
$27.3K - $27.6K
196 $4.32K
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-1.55K
- 5.31%
$39.7K - $40.2K
27.6K $607K
Nov 12, 2021 Q3 2021
Vectors Research Management, LLC

New York, NY
SELL
 -
-1.56K
- 6.05%
$40K - $40.4K
24.2K $533K
Oct 14, 2021 Q3 2021
Hnp Capital LLC

SELL
 -
-1.56K
- 6.05%
$40K - $40.4K
24.2K $533K
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-3.17K
- 16.05%
$81.5K - $82.3K
16.6K $365K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-3.77K
- 2.22%
$96.8K - $97.8K
166K $3.66M
Nov 12, 2021 Q3 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-4.26K
- 10.29%
$109K - $111K
37.2K $818K
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

SELL
 -
-6.82K
- 26.94%
$175K - $177K
18.5K $407K

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