Purchases and Sales Made in Q3 2024 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 2024. 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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4K+ 29.5% |
$265K - $282K
|
54.5K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.6K+ 3.06% |
$247K - $263K
|
390K
$8.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10.6K+ 5.34% |
$226K - $240K
|
208K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$225K - $240K
|
10.5K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$222K - $237K
|
10.4K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.3KNew |
$221K - $235K
|
10.3K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.79K+ 19.83% |
$209K - $222K
|
59.1K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
9.36KNew |
$200K - $213K
|
9.36K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.29K+ 8.74% |
$198K - $211K
|
116K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.23KNew |
$197K - $210K
|
9.23K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.05KNew |
$193K - $206K
|
9.05K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.99K+ 2.28% |
$192K - $204K
|
404K
$8.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.37K+ 0.57% |
$179K - $190K
|
1.49M
$32M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.39K+ 12.19% |
$158K - $168K
|
68K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7K+ 3.34% |
$149K - $159K
|
217K
$4.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.03K+ 7.61% |
$129K - $137K
|
85.3K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.84K+ 3.78% |
$125K - $133K
|
160K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.07K+ 29.19% |
$108K - $115K
|
22.4K
$483K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 10.26% |
$107K - $114K
|
53.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.97K+ 8.57% |
$106K - $113K
|
63K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.87K+ 35.47% |
$104K - $111K
|
18.6K
$400K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
4.78K+ 21.73% |
$102K - $109K
|
26.8K
$576K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.77K+ 12.73% |
$102K - $108K
|
42.2K
$908K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.42K+ 0.3% |
$94.4K - $101K
|
1.46M
$31.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.3K+ 5.76% |
$91.7K - $97.6K
|
78.8K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.98K+ 1099.72% |
$85K - $90.5K
|
4.34K
$93.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.77K+ 1.88% |
$80.4K - $85.6K
|
204K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.63K+ 27.78% |
$77.6K - $82.6K
|
16.7K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 3863.75% |
$66K - $70.3K
|
3.17K
$68.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.03KNew |
$64.8K - $68.9K
|
3.03K
$65.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.76K+ 14.31% |
$59K - $62.8K
|
22.1K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$47.5K - $50.6K
|
2.23K
$47.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 859.09% |
$36.3K - $38.7K
|
1.9K
$40.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.34KNew |
$28.7K - $30.5K
|
1.34K
$28.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.13KNew |
$24.1K - $25.7K
|
1.13K
$24.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1K+ 8.39% |
$21.4K - $22.7K
|
12.9K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
996+ 2.51% |
$21.3K - $22.6K
|
40.7K
$875K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
994New |
$21.2K - $22.6K
|
994
$21.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
882+ 52.16% |
$18.8K - $20K
|
2.57K
$55.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
854+ 1.9% |
$18.2K - $19.4K
|
45.8K
$985K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
801+ 0.39% |
$17.1K - $18.2K
|
206K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
731+ 1.93% |
$15.6K - $16.6K
|
38.6K
$830K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
667+ 1.93% |
$14.2K - $15.2K
|
35.3K
$759K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
629+ 6988.89% |
$13.4K - $14.3K
|
638
$13.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 216.0% |
$10.4K - $11K
|
711
$15.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
457+ 3.17% |
$9.76K - $10.4K
|
14.9K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
390+ 3.3% |
$8.33K - $8.86K
|
12.2K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
333New |
$7.11K - $7.57K
|
333
$7.16K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
221+ 16.6% |
$4.72K - $5.02K
|
1.55K
$33.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
178+ 0.62% |
$3.8K - $4.05K
|
29K
$625K
|