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 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-7.36K- 5.6% |
$189K - $191K
|
124K
$2.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.89KClosed |
$228K - $231K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.12KClosed |
$234K - $237K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10KClosed |
$258K - $260K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 33.17% |
$339K - $342K
|
26.6K
$582K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-14.2K- 60.93% |
$365K - $368K
|
9.1K
$199K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9KClosed |
$383K - $387K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.2KClosed |
$391K - $396K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 21.72% |
$449K - $454K
|
63.1K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-19K- 6.72% |
$487K - $492K
|
263K
$5.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21.1K- 17.59% |
$543K - $549K
|
99K
$2.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-21.5K- 28.95% |
$551K - $557K
|
52.7K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-25.1KClosed |
$644K - $651K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.1K- 73.39% |
$722K - $730K
|
10.2K
$223K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-29.5K- 8.71% |
$758K - $766K
|
309K
$6.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-34.6K- 28.41% |
$888K - $897K
|
87.2K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.9KClosed |
$1.13M - $1.14M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.9K- 13.11% |
$1.41M - $1.43M
|
364K
$7.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-69.7KClosed |
$1.79M - $1.81M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69.8K- 96.98% |
$1.79M - $1.81M
|
2.18K
$47.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-72.7KClosed |
$1.87M - $1.89M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-73.5K- 35.03% |
$1.89M - $1.91M
|
136K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-115K- 26.89% |
$2.96M - $2.99M
|
313K
$6.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-117K- 67.49% |
$2.99M - $3.03M
|
56.2K
$1.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-167K- 21.7% |
$4.29M - $4.33M
|
602K
$13.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-484KClosed |
$12.4M - $12.5M
|
0
$0
|