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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.17K+ 4.29% |
$198K - $204K
|
223K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
42.1K+ 5.38% |
$908K - $935K
|
826K
$18.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.3K+ 34.28% |
$739K - $761K
|
134K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-22.9K- 58.15% |
$494K - $509K
|
16.5K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.6K- 39.06% |
$359K - $370K
|
26K
$570K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.9K+ 437.14% |
$127K - $131K
|
7.25K
$159K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-46.6K- 77.46% |
$1M - $1.03M
|
13.6K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.22% |
$733 - $755
|
15.2K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.56K+ 27.41% |
$98.2K - $101K
|
21.2K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-557K- 94.01% |
$12M - $12.4M
|
35.6K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-22.6K- 7.04% |
$486K - $501K
|
298K
$6.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
800New |
$17.2K - $17.8K
|
800
$17.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 6.41% |
$22.7K - $23.4K
|
15.4K
$337K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.88K+ 14.59% |
$148K - $153K
|
54.1K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
136+ 0.32% |
$2.93K - $3.02K
|
42.6K
$935K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.1K+ 22.23% |
$238K - $245K
|
60.8K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
371New |
$8K - $8.24K
|
371
$8.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.38K- 6.84% |
$29.8K - $30.7K
|
18.8K
$413K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13K+ 2.06% |
$280K - $289K
|
645K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.3K- 10.94% |
$28K - $28.8K
|
10.6K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
274+ 0.3% |
$5.9K - $6.08K
|
92.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.94K+ 10.05% |
$63.4K - $65.3K
|
32.2K
$706K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-18.8K- 13.31% |
$404K - $417K
|
122K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.32K- 6.45% |
$28.4K - $29.3K
|
19.1K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.6K+ 2.27% |
$271K - $279K
|
566K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
800+ 5.84% |
$17.2K - $17.8K
|
14.5K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-16.4K- 11.42% |
$352K - $363K
|
127K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
655New |
$14.1K - $14.5K
|
655
$14.4K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.52K+ 2.74% |
$141K - $145K
|
244K
$5.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 12.35% |
$291K - $300K
|
123K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
413K+ 22.67% |
$8.9M - $9.17M
|
2.24M
$49M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.8K- 32.79% |
$708K - $729K
|
67.3K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-35.7K- 24.09% |
$770K - $793K
|
113K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.5KNew |
$398K - $410K
|
18.5K
$406K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.8K- 31.67% |
$147K - $151K
|
14.7K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
808KNew |
$17.4M - $17.9M
|
808K
$17.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.1K+ 1.17% |
$23.7K - $24.4K
|
95K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.77K- 2.31% |
$59.7K - $61.5K
|
117K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80.1KNew |
$1.73M - $1.78M
|
80.1K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
17.8K+ 18.46% |
$384K - $396K
|
114K
$2.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.4K+ 2.03% |
$51.8K - $53.4K
|
121K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-279- 1.65% |
$6.01K - $6.19K
|
16.7K
$366K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
566K+ 13.6% |
$12.2M - $12.6M
|
4.73M
$104M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
71New |
$1.51K - $1.57K
|
71
$1.56K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
243New |
$5.16K - $5.38K
|
243
$5.33K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 15113.33% |
$48.1K - $50.2K
|
2.28K
$50.1K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
900K+ 83.4% |
$19.1M - $19.9M
|
1.98M
$43.4M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
11.8KNew |
$250K - $261K
|
11.8K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.38K- 5.16% |
$135K - $141K
|
117K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.9K- 11.27% |
$741K - $773K
|
275K
$6.03M
|
|