Purchases and Sales Made in Q3 2025 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 2025. 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, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
428K+ 19.13% |
$9.31M - $9.65M
|
2.66M
$60.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
169K+ 8.23% |
$3.69M - $3.82M
|
2.23M
$50.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
59KNew |
$1.28M - $1.33M
|
59K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
45KNew |
$979K - $1.01M
|
45K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
42.3K+ 36.94% |
$920K - $954K
|
157K
$3.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.1K+ 32.32% |
$698K - $724K
|
131K
$2.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
22.6K+ 2.79% |
$491K - $509K
|
832K
$18.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6K+ 25.09% |
$295K - $306K
|
67.6K
$1.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$263K - $272K
|
12.1K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.8K+ 8.27% |
$126K - $131K
|
75.9K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.93K+ 4.08% |
$107K - $111K
|
126K
$2.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.86K+ 25.68% |
$40.5K - $42K
|
9.11K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 145.78% |
$38.3K - $39.7K
|
2.97K
$67K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 4.55% |
$30.1K - $31.2K
|
31.8K
$717K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.03K+ 6.67% |
$22.3K - $23.1K
|
16.4K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
581+ 0.69% |
$12.6K - $13.1K
|
84.6K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
538+ 1.67% |
$11.7K - $12.1K
|
32.7K
$738K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
505+ 1.19% |
$11K - $11.4K
|
43.1K
$973K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
479New |
$10.4K - $10.8K
|
479
$10.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
328+ 0.6% |
$7.14K - $7.4K
|
54.6K
$1.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
306+ 82.48% |
$6.66K - $6.91K
|
677
$15.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
267+ 2.53% |
$5.81K - $6.03K
|
10.8K
$245K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
261New |
$5.68K - $5.89K
|
261
$5.89K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
254+ 0.31% |
$5.53K - $5.73K
|
81.9K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$43.5 - $45.1
|
3
$67.7
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-449- 2.3% |
$9.77K - $10.1K
|
19.1K
$430K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-741- 7.52% |
$16.1K - $16.7K
|
9.11K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-768- 37.91% |
$16.7K - $17.3K
|
1.26K
$28.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-841- 5.73% |
$18.3K - $19K
|
13.8K
$312K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.54K- 1.32% |
$33.5K - $34.8K
|
116K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.55K- 1.15% |
$33.7K - $34.9K
|
133K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.4K- 14.55% |
$52.3K - $54.2K
|
14.1K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.79K- 14.73% |
$82.5K - $85.6K
|
21.9K
$495K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 3.21% |
$86.1K - $89.2K
|
119K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.09K- 0.79% |
$111K - $115K
|
640K
$14.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.43K- 43.64% |
$183K - $190K
|
10.9K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.6K- 42.57% |
$384K - $398K
|
23.8K
$537K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-18.4K- 97.86% |
$401K - $416K
|
404
$9.12K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.5K- 62.47% |
$795K - $824K
|
21.9K
$495K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-66.7K- 59.24% |
$1.45M - $1.51M
|
45.9K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-204K- 83.56% |
$4.45M - $4.61M
|
40.2K
$907K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-456K- 7.32% |
$9.93M - $10.3M
|
5.78M
$130M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-505K- 10.69% |
$11M - $11.4M
|
4.22M
$95.3M
|