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 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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.48K+ 6.81% |
$31.4K - $32.7K
|
23.2K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.9K- 11.27% |
$741K - $773K
|
275K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.05K+ 18.79% |
$64.8K - $67.5K
|
19.3K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 21.08% |
$321K - $335K
|
56.6K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 2.07% |
$643K - $671K
|
1.43M
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 0.83% |
$379K - $396K
|
2.17M
$47.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.6K+ 10.79% |
$331K - $346K
|
160K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.7K+ 23.28% |
$398K - $415K
|
99.2K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09KNew |
$23K - $24K
|
1.09K
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-406K- 9.18% |
$8.61M - $8.98M
|
4.01M
$88.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-65K- 12.72% |
$1.38M - $1.44M
|
446K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.1KNew |
$745K - $776K
|
35.1K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.4K+ 760.03% |
$220K - $230K
|
11.7K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 29.23% |
$731K - $763K
|
152K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
103K+ 67.93% |
$2.18M - $2.28M
|
254K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.3K- 6.39% |
$70.1K - $73.1K
|
48.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.1% |
$212 - $221
|
10.5K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-10.5K- 20.15% |
$224K - $233K
|
41.7K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.3KNew |
$70.1K - $73.1K
|
3.3K
$72.4K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$432K - $451K
|
20.4K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 57.97% |
$22.1K - $23K
|
754
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.96K- 10.05% |
$127K - $132K
|
53.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 27.67% |
$41.1K - $42.9K
|
5.07K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
227K+ 9.36% |
$4.82M - $5.03M
|
2.65M
$58.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$42.5 - $44.3
|
22.3K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-5.43K- 1.49% |
$115K - $120K
|
359K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 1.04% |
$42.6K - $44.4K
|
195K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.4K- 10.71% |
$391K - $408K
|
154K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
30.3KNew |
$643K - $671K
|
30.3K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
118KNew |
$2.51M - $2.62M
|
118K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22.3K- 15.88% |
$473K - $493K
|
118K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-49- 0.48% |
$1.04K - $1.08K
|
10.1K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
7.73K+ 77.55% |
$164K - $171K
|
17.7K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$484K - $505K
|
22.8K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35.2K- 21.03% |
$747K - $779K
|
132K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.8KNew |
$102K - $106K
|
4.8K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$295K - $308K
|
13.9K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.69K+ 28.11% |
$57.2K - $59.6K
|
12.3K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.6K+ 15.59% |
$395K - $412K
|
138K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24KNew |
$26.4K - $27.5K
|
1.24K
$27.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.3K+ 11.6% |
$91.4K - $95.3K
|
41.4K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.2K- 52.17% |
$1.04M - $1.09M
|
45.1K
$989K
|
|