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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 2624.46% |
$77.4K - $80.8K
|
3.79K
$83.1K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74.7K- 16.62% |
$1.59M - $1.65M
|
375K
$8.23M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.67K+ 267200.0% |
$56.7K - $59.2K
|
2.67K
$58.6K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.55K+ 1.99% |
$54K - $56.3K
|
131K
$2.87M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.43K- 0.78% |
$200K - $209K
|
1.2M
$26.2M
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-20.8K- 38.53% |
$442K - $461K
|
33.2K
$729K
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
63.3K+ 13.59% |
$1.34M - $1.4M
|
529K
$11.6M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.5K- 23.43% |
$584K - $609K
|
89.9K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
650+ 1.31% |
$13.8K - $14.4K
|
50.2K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.6K+ 1.17% |
$34K - $35.4K
|
138K
$3.03M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-530- 14.64% |
$11.3K - $11.7K
|
3.09K
$67.8K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
652K+ 11.83% |
$13.8M - $14.4M
|
6.16M
$135M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$63.7 - $66.4
|
3
$65.8
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-152K- 10.86% |
$3.23M - $3.36M
|
1.25M
$27.4M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
129K+ 2.34% |
$2.74M - $2.85M
|
5.64M
$124M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-67.6K- 5.23% |
$1.43M - $1.5M
|
1.22M
$26.9M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
864K+ 0.47% |
$18.3M - $19.1M
|
184M
$4.03B
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
629K+ 14.4% |
$13.4M - $13.9M
|
5M
$110M
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$170 - $177
|
8
$176
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.11M- 97.25% |
$23.5M - $24.6M
|
31.4K
$689K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.7K- 32.59% |
$397K - $415K
|
38.7K
$850K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.8K- 11.82% |
$229K - $239K
|
80.5K
$1.77M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.37K+ 26.65% |
$92.9K - $96.8K
|
20.8K
$456K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.16K- 80.63% |
$45.9K - $47.9K
|
520
$11.4K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.89K- 56.34% |
$40.1K - $41.8K
|
1.46K
$32.1K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.83K- 10.23% |
$188K - $196K
|
77.5K
$1.7M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46.7K- 10.26% |
$991K - $1.03M
|
408K
$8.96M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
40.2K+ 5.39% |
$853K - $890K
|
787K
$17.3M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-101- 0.37% |
$2.14K - $2.24K
|
27K
$593K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150New |
$3.18K - $3.32K
|
150
$3.29K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 23.41% |
$109K - $114K
|
16.8K
$369K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
8.17K+ 3.01% |
$173K - $181K
|
280K
$6.13M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-148K- 61.9% |
$3.14M - $3.27M
|
90.9K
$1.99M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.01K+ 1.23% |
$85.2K - $88.9K
|
330K
$7.24M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-47- 6.6% |
$998 - $1.04K
|
665
$14.6K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 2.9% |
$381K - $397K
|
601K
$13.2M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.46K+ 2.75% |
$201K - $209K
|
354K
$7.77M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.38M- 95.46% |
$93M - $96.9M
|
208K
$4.56M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.15M+ 16.23% |
$45.7M - $47.7M
|
15.4M
$338M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 9.3% |
$80.1K - $83.5K
|
44.3K
$973K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 2.16% |
$222K - $231K
|
473K
$10.4M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.5K+ 58.61% |
$1.09M - $1.14M
|
139K
$3.06M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
64.5K+ 4.44% |
$1.37M - $1.43M
|
1.52M
$33.3M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.65K+ 5.08% |
$77.4K - $80.7K
|
75.5K
$1.66M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.3K+ 4.74% |
$706K - $737K
|
735K
$16.1M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-398- 18.79% |
$8.45K - $8.81K
|
1.72K
$37.7K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-30.6K- 18.83% |
$650K - $678K
|
132K
$2.9M
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-34.7K- 12.86% |
$736K - $767K
|
235K
$5.15M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.24K+ 15.16% |
$90K - $93.8K
|
32.2K
$706K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-17.9K- 29.54% |
$381K - $397K
|
42.8K
$939K
|