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 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.83K- 12.24% |
$103K - $110K
|
34.7K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.8K- 10.52% |
$145K - $155K
|
57.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.54K- 0.37% |
$161K - $171K
|
2M
$43.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.9K- 6.28% |
$169K - $180K
|
118K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.18K- 5.23% |
$175K - $186K
|
148K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-8.68K- 5.46% |
$185K - $197K
|
150K
$3.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.72K- 22.42% |
$186K - $198K
|
30.2K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.32K- 19.24% |
$199K - $212K
|
39.1K
$840K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.33K- 14.99% |
$199K - $212K
|
52.9K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.4KClosed |
$222K - $236K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 48.45% |
$234K - $249K
|
11.7K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 1.57% |
$252K - $268K
|
739K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 8.95% |
$260K - $277K
|
124K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13.2K- 37.16% |
$282K - $300K
|
22.3K
$480K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13.8K- 2.1% |
$296K - $315K
|
647K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 19.31% |
$386K - $411K
|
75.7K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.4K- 10.0% |
$414K - $441K
|
175K
$3.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 27.01% |
$530K - $564K
|
67K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26.8K- 4.19% |
$572K - $609K
|
613K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-27.1K- 29.48% |
$579K - $617K
|
64.9K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.2K- 8.47% |
$1.05M - $1.12M
|
532K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-75.7K- 48.43% |
$1.62M - $1.72M
|
80.6K
$1.73M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-82.4K- 38.87% |
$1.76M - $1.87M
|
130K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-84.5K- 47.97% |
$1.8M - $1.92M
|
91.7K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-129K- 4.45% |
$2.76M - $2.94M
|
2.77M
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-229K- 59.43% |
$4.88M - $5.2M
|
156K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-306K- 9.95% |
$6.54M - $6.96M
|
2.77M
$59.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-314K- 18.34% |
$6.7M - $7.13M
|
1.4M
$30M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-314K- 18.34% |
$6.7M - $7.13M
|
1.4M
$30M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-370K- 82.83% |
$7.89M - $8.4M
|
76.6K
$1.65M
|