Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.65K+ 3.11% |
$159K - $168K
|
253K
$5.56M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.63K+ 33.38% |
$158K - $168K
|
30.5K
$669K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.51K+ 2.3% |
$156K - $165K
|
335K
$7.34M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.69K+ 581.9% |
$139K - $147K
|
7.84K
$172K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.62K+ 331.45% |
$137K - $145K
|
8.62K
$189K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
6.13K+ 5.64% |
$127K - $135K
|
115K
$2.52M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.83K+ 15.71% |
$121K - $128K
|
42.9K
$942K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.71K+ 2.59% |
$97.6K - $103K
|
187K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.9K+ 22.6% |
$80.9K - $85.7K
|
21.2K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.83K+ 4.88% |
$79.3K - $84K
|
82.2K
$1.8M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.51KNew |
$72.8K - $77.2K
|
3.51K
$77.1K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.38K+ 7.2% |
$70.1K - $74.2K
|
50.3K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.09KNew |
$64K - $67.8K
|
3.09K
$67.7K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.93K+ 8.05% |
$60.6K - $64.2K
|
39.3K
$861K
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.6K+ 3.03% |
$53.8K - $57K
|
88.1K
$1.93M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.55K+ 9.98% |
$52.9K - $56.1K
|
28.1K
$617K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.43K+ 28.78% |
$50.4K - $53.4K
|
10.9K
$239K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.05K+ 2.33% |
$42.6K - $45.1K
|
90.4K
$1.98M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2K+ 6.33% |
$41.4K - $43.9K
|
33.6K
$736K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.85K+ 3.16% |
$38.3K - $40.6K
|
60.4K
$1.32M
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.79K+ 10.78% |
$37K - $39.2K
|
18.3K
$402K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.73KNew |
$35.8K - $37.9K
|
1.73K
$37.8K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.68K+ 10.73% |
$34.8K - $36.9K
|
17.3K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.65K+ 1.9% |
$34.3K - $36.3K
|
88.7K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.37K+ 15244.44% |
$28.4K - $30.1K
|
1.38K
$30.3K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.19K+ 2.32% |
$24.7K - $26.2K
|
52.6K
$1.15M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
980+ 18.67% |
$20.3K - $21.5K
|
6.23K
$137K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
959+ 3.93% |
$19.9K - $21.1K
|
25.4K
$557K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
764+ 4.32% |
$15.8K - $16.8K
|
18.4K
$404K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
733New |
$15.2K - $16.1K
|
733
$16.1K
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
608+ 4.29% |
$12.6K - $13.4K
|
14.8K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
581+ 0.7% |
$12K - $12.8K
|
83K
$1.82M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
526New |
$10.9K - $11.6K
|
526
$11.5K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
372New |
$7.71K - $8.17K
|
372
$8.16K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
349+ 0.53% |
$7.23K - $7.66K
|
66.5K
$1.46M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
274New |
$5.68K - $6.02K
|
274
$6.01K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
215New |
$4.46K - $4.72K
|
215
$4.71K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152New |
$3.15K - $3.34K
|
152
$3.33K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
117New |
$2.43K - $2.57K
|
117
$2.57K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71+ 3.2% |
$1.47K - $1.56K
|
2.29K
$50.2K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$20.7 - $22
|
546
$12K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-23- 19.01% |
$477 - $505
|
98
$2.15K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 0.86% |
$1.18K - $1.25K
|
6.54K
$143K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-60- 9.65% |
$1.24K - $1.32K
|
562
$12.3K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-99- 0.33% |
$2.05K - $2.17K
|
30.2K
$663K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-166- 0.52% |
$3.44K - $3.65K
|
31.7K
$695K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-184- 0.62% |
$3.81K - $4.04K
|
29.6K
$648K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-483- 3.18% |
$10K - $10.6K
|
14.7K
$323K
|