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 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
126New |
$2.69K - $2.86K
|
126
$2.71K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54New |
$1.15K - $1.23K
|
54
$1.16K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
26+ 0.01% |
$555 - $591
|
263K
$5.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$516
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$516
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.82% |
$363 - $386
|
2.09K
$45K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17New |
$363 - $386
|
17
$366
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.09% |
$256 - $273
|
13.9K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 0.58% |
$171 - $182
|
1.38K
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.96% |
$128 - $136
|
633
$13.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.93% |
$107 - $114
|
545
$11.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.01% |
$85.4 - $90.9
|
27.1K
$583K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
2+ 0.0% |
$42.7 - $45.5
|
98.7K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$21.4 - $22.7
|
1
$21.5
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 17.91% |
$256 - $273
|
55
$1.18K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 39.05% |
$875 - $932
|
64
$1.38K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-61- 4.25% |
$1.3K - $1.39K
|
1.37K
$29.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-216- 7.85% |
$4.61K - $4.91K
|
2.54K
$54.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-229- 4.58% |
$4.89K - $5.21K
|
4.77K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-285- 0.62% |
$6.08K - $6.48K
|
45.8K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-299- 0.45% |
$6.38K - $6.8K
|
65.9K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-337- 1.13% |
$7.19K - $7.66K
|
29.5K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-380- 2.0% |
$8.11K - $8.64K
|
18.6K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-418- 25.53% |
$8.92K - $9.5K
|
1.22K
$26.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-474- 16.53% |
$10.1K - $10.8K
|
2.39K
$51.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-508- 4.45% |
$10.8K - $11.5K
|
10.9K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-511- 20.78% |
$10.9K - $11.6K
|
1.95K
$41.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-550- 2.36% |
$11.7K - $12.5K
|
22.7K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-741- 3.13% |
$15.8K - $16.8K
|
22.9K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-807- 5.68% |
$17.2K - $18.3K
|
13.4K
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-920- 1.84% |
$19.6K - $20.9K
|
49K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-958- 1.79% |
$20.5K - $21.8K
|
52.6K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.18K- 4.45% |
$25.3K - $26.9K
|
25.4K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19K- 70.18% |
$25.5K - $27.1K
|
507
$10.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.28K- 3.84% |
$27.3K - $29K
|
32K
$688K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.53K- 1.1% |
$32.7K - $34.8K
|
137K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.59K- 7.07% |
$34K - $36.2K
|
20.9K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.71K- 3.85% |
$36.6K - $39K
|
42.8K
$921K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-1.84K- 1.33% |
$39.4K - $41.9K
|
137K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.96K- 5.17% |
$41.8K - $44.5K
|
36K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.06K- 7.07% |
$44K - $46.8K
|
27.1K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.2K- 2.48% |
$47K - $50.1K
|
86.7K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.25K- 2.88% |
$47.9K - $51K
|
75.7K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 15.47% |
$59.8K - $63.6K
|
15.3K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.7K- 8.76% |
$79K - $84.1K
|
38.6K
$829K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.93K- 4.74% |
$83.8K - $89.2K
|
78.9K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.13K- 14.49% |
$88.2K - $93.9K
|
24.4K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.49K- 47.54% |
$95.9K - $102K
|
4.95K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.63K- 1.1% |
$98.9K - $105K
|
418K
$8.98M
|