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 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
117+ 6.9% |
$2.55K - $2.64K
|
1.81K
$40.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
133K+ 11.35% |
$2.89M - $3M
|
1.3M
$29.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-113K- 60.69% |
$2.45M - $2.54M
|
73K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
799New |
$17.4K - $18K
|
799
$17.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-50.4K- 44.07% |
$1.1M - $1.14M
|
64K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19New |
$414 - $429
|
19
$426
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
407+ 0.7% |
$8.86K - $9.19K
|
58.4K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.89K+ 1.35% |
$63K - $65.3K
|
218K
$4.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
29.3K+ 119.77% |
$639K - $662K
|
53.8K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.1K- 10.78% |
$394K - $409K
|
150K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98M+ 12.17% |
$43.1M - $44.7M
|
18.3M
$410M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-364- 3.65% |
$7.92K - $8.22K
|
9.62K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.4KNew |
$334K - $347K
|
15.4K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-366- 2.02% |
$7.97K - $8.26K
|
17.7K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
509+ 143.79% |
$11.1K - $11.5K
|
863
$19.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.08K+ 2.25% |
$176K - $182K
|
367K
$8.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-166- 24.92% |
$3.61K - $3.75K
|
500
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.5K+ 3.88% |
$76.1K - $78.9K
|
93.6K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.84K- 3.67% |
$83.5K - $86.6K
|
101K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
240+ 11.06% |
$5.22K - $5.42K
|
2.41K
$54.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 47.55% |
$493K - $511K
|
25K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-719K- 9.22% |
$15.7M - $16.2M
|
7.08M
$159M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
110K+ 5.27% |
$2.4M - $2.48M
|
2.2M
$49.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.65K- 1.27% |
$57.7K - $59.9K
|
205K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-169- 0.21% |
$3.68K - $3.81K
|
80.9K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
55.3K+ 2.97% |
$1.2M - $1.25M
|
1.92M
$43M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.6K+ 3.12% |
$253K - $262K
|
384K
$8.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.85K- 1.7% |
$193K - $200K
|
511K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 1.44% |
$39.1K - $40.5K
|
126K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
164+ 5.31% |
$3.57K - $3.7K
|
3.25K
$73K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.22K- 13.68% |
$70.2K - $72.8K
|
20.3K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
515+ 4.95% |
$11.2K - $11.6K
|
10.9K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
55.3K+ 2.97% |
$1.2M - $1.25M
|
1.92M
$43M
|
|
|
Nov 12, 2025
Q3 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
64+ 48.12% |
$1.39K - $1.44K
|
197
$4.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.59K+ 8.76% |
$99.9K - $104K
|
57K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
235New |
$5.12K - $5.3K
|
235
$5.27K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.66K+ 14.73% |
$57.8K - $60K
|
20.7K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
315+ 0.34% |
$6.86K - $7.11K
|
92.9K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.07K- 32.33% |
$132K - $137K
|
12.7K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.39K- 90.34% |
$73.9K - $76.6K
|
363
$8.15K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.5K- 3.56% |
$968K - $1M
|
1.2M
$27M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
754+ 1.71% |
$16.4K - $17K
|
44.9K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.26K+ 47.66% |
$158K - $164K
|
22.5K
$504K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
120K+ 170.84% |
$2.62M - $2.72M
|
191K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53.2K+ 9.4% |
$1.16M - $1.2M
|
619K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-47.9K- 15.84% |
$1.04M - $1.08M
|
255K
$5.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.9K+ 5.64% |
$455K - $472K
|
392K
$8.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
94.2K+ 6.02% |
$2.05M - $2.13M
|
1.66M
$37.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-84.2K- 69.51% |
$1.83M - $1.9M
|
36.9K
$828K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.03K- 52.72% |
$22.4K - $23.2K
|
921
$20.7K
|
|