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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 8.95% |
$260K - $277K
|
124K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111K+ 1696.58% |
$2.38M - $2.53M
|
118K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.4M+ 1.97% |
$72.6M - $77.2M
|
176M
$3.81B
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-299- 0.45% |
$6.38K - $6.8K
|
65.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-84.5K- 47.97% |
$1.8M - $1.92M
|
91.7K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
21.4K+ 5.56% |
$456K - $486K
|
406K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-380- 2.0% |
$8.11K - $8.64K
|
18.6K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26.8K- 4.19% |
$572K - $609K
|
613K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
178+ 0.62% |
$3.8K - $4.05K
|
29K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-75.7K- 48.43% |
$1.62M - $1.72M
|
80.6K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.18K- 5.23% |
$175K - $186K
|
148K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 859.09% |
$36.3K - $38.7K
|
1.9K
$41K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.06K- 7.07% |
$44K - $46.8K
|
27.1K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75.6K+ 26.49% |
$1.61M - $1.72M
|
361K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13K+ 4.09% |
$278K - $296K
|
332K
$7.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
629+ 6988.89% |
$13.4K - $14.3K
|
638
$13.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-8.68K- 5.46% |
$185K - $197K
|
150K
$3.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
854+ 1.9% |
$18.2K - $19.4K
|
45.8K
$989K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-314K- 18.34% |
$6.7M - $7.13M
|
1.4M
$30.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 0.58% |
$171 - $182
|
1.38K
$29.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 17.91% |
$256 - $273
|
55
$1.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-61- 4.25% |
$1.3K - $1.39K
|
1.37K
$29.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.93% |
$107 - $114
|
545
$11.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.87K+ 35.47% |
$104K - $111K
|
18.6K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
107KNew |
$2.29M - $2.44M
|
107K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.52M+ 14.36% |
$32.4M - $34.5M
|
12.1M
$261M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.49K- 47.54% |
$95.9K - $102K
|
4.95K
$107K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.76K+ 14.31% |
$59K - $62.8K
|
22.1K
$477K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31.6K+ 7.91% |
$674K - $718K
|
431K
$9.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
26+ 0.01% |
$555 - $591
|
263K
$5.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.53K- 1.1% |
$32.7K - $34.8K
|
137K
$2.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17New |
$363 - $386
|
17
$367
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 7.21% |
$343K - $366K
|
239K
$5.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.4KClosed |
$222K - $236K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 27.01% |
$530K - $564K
|
67K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
650KNew |
$13.9M - $14.8M
|
650K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
221+ 16.6% |
$4.72K - $5.02K
|
1.55K
$33.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.09% |
$256 - $273
|
13.9K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 216.0% |
$10.4K - $11K
|
711
$15.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$47.5K - $50.6K
|
2.23K
$48.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.59K- 7.07% |
$34K - $36.2K
|
20.9K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45.2K+ 15.02% |
$964K - $1.03M
|
346K
$7.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.42K+ 0.3% |
$94.4K - $101K
|
1.46M
$31.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.7K- 8.76% |
$79K - $84.1K
|
38.6K
$833K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-370K- 82.83% |
$7.89M - $8.4M
|
76.6K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.33K- 14.99% |
$199K - $212K
|
52.9K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20.2K+ 11.39% |
$431K - $459K
|
197K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
20.2K+ 6.24% |
$431K - $459K
|
344K
$7.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
457+ 3.17% |
$9.76K - $10.4K
|
14.9K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54New |
$1.15K - $1.23K
|
54
$1.17K
|