Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.75KNew |
$37.1K - $41.2K
|
1.75K
$38.2K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.71K+ 0.83% |
$36.3K - $40.3K
|
208K
$4.54M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.64K+ 2.29% |
$34.7K - $38.5K
|
73K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.59K+ 1.92% |
$33.8K - $37.5K
|
84.5K
$1.85M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.42KNew |
$30.2K - $33.5K
|
1.42K
$31.1K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.33KNew |
$28.1K - $31.3K
|
1.33K
$29K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.84% |
$27.4K - $30.5K
|
17.8K
$388K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.14KNew |
$24.2K - $26.8K
|
1.14K
$24.9K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.13KNew |
$23.9K - $26.6K
|
1.13K
$24.6K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
869New |
$18.4K - $20.5K
|
869
$19K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
783+ 2.83% |
$16.6K - $18.4K
|
28.4K
$620K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
755New |
$16K - $17.8K
|
755
$16.5K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
441+ 2.27% |
$9.35K - $10.4K
|
19.9K
$434K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
418+ 232.22% |
$8.86K - $9.84K
|
598
$13.1K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
365+ 2.26% |
$7.74K - $8.6K
|
16.5K
$361K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
276+ 270.59% |
$5.85K - $6.5K
|
378
$8.25K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62New |
$1.31K - $1.46K
|
62
$1.35K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
56+ 0.25% |
$1.19K - $1.32K
|
22.3K
$487K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$63.6 - $70.7
|
357
$7.79K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$42.4 - $47.1
|
322
$7.03K
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
2+ 0.01% |
$42.4 - $47.1
|
22.2K
$485K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 1.15% |
$360 - $400
|
1.46K
$31.8K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-18- 0.04% |
$382 - $424
|
42.2K
$921K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-66- 0.31% |
$1.4K - $1.55K
|
21.1K
$460K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-100- 0.96% |
$2.12K - $2.36K
|
10.3K
$224K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-113- 43.8% |
$2.4K - $2.66K
|
145
$3.17K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-194- 1.66% |
$4.11K - $4.57K
|
11.5K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-230- 0.1% |
$4.88K - $5.42K
|
237K
$5.17M
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-277- 1.23% |
$5.87K - $6.52K
|
22.2K
$485K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-282- 0.89% |
$5.98K - $6.64K
|
31.3K
$683K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-305- 0.78% |
$6.47K - $7.18K
|
39K
$850K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-485- 1.58% |
$10.3K - $11.4K
|
30.2K
$659K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-600- 7.29% |
$12.7K - $14.1K
|
7.63K
$166K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-633Closed |
$13.4K - $14.9K
|
0
$0
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.01K- 40.87% |
$21.5K - $23.8K
|
1.46K
$32K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.14K- 0.39% |
$24.3K - $26.9K
|
293K
$6.4M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.19K- 3.35% |
$25.3K - $28.1K
|
34.4K
$751K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.33K- 7.67% |
$28.1K - $31.2K
|
16K
$349K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.45K- 46.27% |
$30.8K - $34.2K
|
1.69K
$36.8K
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.9K- 3.08% |
$40.3K - $44.8K
|
59.8K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.1K- 9.51% |
$44.6K - $49.5K
|
20K
$437K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 1.56% |
$49.9K - $55.4K
|
149K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.52K- 2.79% |
$53.5K - $59.4K
|
87.9K
$1.92M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.71K- 10.28% |
$57.4K - $63.8K
|
23.6K
$516K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.99K- 93.97% |
$63.5K - $70.5K
|
192
$4.19K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.2K- 3.52% |
$67.7K - $75.2K
|
87.6K
$1.91M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.25K- 0.56% |
$68.9K - $76.6K
|
577K
$12.6M
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.04K- 12.68% |
$85.6K - $95.1K
|
27.8K
$607K
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.07K- 23.14% |
$86.2K - $95.8K
|
13.5K
$295K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.61K- 1.57% |
$97.8K - $109K
|
290K
$6.33M
|