Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Mor (SPMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34.1KNew |
$735K - $757K
|
34.1K
$751K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.51K - $1.55K
|
70
$1.54K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-77.3K- 30.4% |
$1.67M - $1.72M
|
177K
$3.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 4.05% |
$327K - $337K
|
390K
$8.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 1.05% |
$324K - $334K
|
1.45M
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$227K - $233K
|
10.5K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.87% |
$323 - $333
|
1.74K
$38.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.17K+ 2.74% |
$89.9K - $92.6K
|
156K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 4.3% |
$2.46M - $2.53M
|
2.77M
$61M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.3K+ 5.17% |
$394K - $406K
|
372K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.64M+ 26.57% |
$35.3M - $36.3M
|
7.8M
$172M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.15K+ 4.28% |
$46.4K - $47.8K
|
52.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.9K+ 2.67% |
$687K - $708K
|
1.23M
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-6.08K- 51.72% |
$131K - $135K
|
5.67K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32K+ 18.9% |
$50K - $51.5K
|
14.6K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.01K+ 185.07% |
$43.3K - $44.6K
|
3.09K
$68.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-12.6K- 10.74% |
$271K - $279K
|
105K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 2.33% |
$80.4K - $82.9K
|
164K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.45K+ 38.65% |
$161K - $165K
|
26.7K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.84M+ 45.94% |
$39.7M - $40.9M
|
5.86M
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-54.9K- 4.49% |
$1.18M - $1.22M
|
1.17M
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-810- 3.9% |
$17.5K - $18K
|
20K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-100K- 4.61% |
$2.16M - $2.22M
|
2.07M
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.25K+ 6.78% |
$48.5K - $50K
|
35.5K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08K+ 14.95% |
$44.8K - $46.1K
|
16K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.49K- 3.97% |
$32K - $33K
|
36K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 10.22% |
$429K - $442K
|
215K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.4KNew |
$1.09M - $1.12M
|
50.4K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
109+ 0.92% |
$2.35K - $2.42K
|
11.9K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.7K+ 9.21% |
$274K - $282K
|
151K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.9K- 23.9% |
$127K - $131K
|
18.8K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.61K+ 7.43% |
$121K - $124K
|
81.1K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.25K+ 15.46% |
$178K - $183K
|
61.6K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20.6KNew |
$444K - $457K
|
20.6K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
19.2K+ 581.82% |
$414K - $426K
|
22.5K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.9K+ 4.68% |
$450K - $463K
|
467K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.9K- 33.38% |
$234K - $241K
|
21.7K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.67K- 2.95% |
$35.9K - $37K
|
54.9K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.24M+ 24.78% |
$26.7M - $27.5M
|
6.24M
$137M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-256- 17.49% |
$5.52K - $5.68K
|
1.21K
$26.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-47K- 44.6% |
$1.01M - $1.04M
|
58.4K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
602KNew |
$13M - $13.4M
|
602K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 9.27% |
$264K - $272K
|
144K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
11.5K+ 8.82% |
$248K - $256K
|
142K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.37K- 4.14% |
$137K - $141K
|
147K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.91K+ 127.34% |
$62.6K - $64.5K
|
5.19K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.9K- 1.44% |
$40.8K - $42.1K
|
130K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-337K- 93.93% |
$7.27M - $7.49M
|
21.8K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-96- 0.95% |
$2.07K - $2.13K
|
9.98K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-227- 1.02% |
$4.89K - $5.04K
|
22.1K
$487K
|