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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.98K- 21.64% |
$63.3K - $66K
|
10.8K
$237K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.31K+ 0.64% |
$49.1K - $51.2K
|
364K
$7.98M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-259- 5.83% |
$5.5K - $5.73K
|
4.19K
$91.8K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22.7K- 49.86% |
$481K - $502K
|
22.8K
$500K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-26- 43.33% |
$552 - $576
|
34
$746
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 1.38% |
$149 - $155
|
500
$11K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-954- 3.27% |
$20.3K - $21.1K
|
28.2K
$619K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
27.2K+ 1.61% |
$577K - $601K
|
1.71M
$37.5M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
792New |
$16.8K - $17.5K
|
792
$17.4K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$21.2 - $22.1
|
3
$65.8
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 32.8% |
$112K - $116K
|
21.3K
$467K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.62K+ 2.19% |
$162K - $169K
|
356K
$7.8M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.42K- 8.65% |
$72.6K - $75.7K
|
36.1K
$792K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.84K- 1.71% |
$39K - $40.6K
|
105K
$2.31M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.13K- 19.89% |
$130K - $136K
|
24.7K
$542K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
24.8K+ 82.66% |
$527K - $550K
|
54.9K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
353+ 19.67% |
$7.49K - $7.82K
|
2.15K
$47.1K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 22.17% |
$263K - $274K
|
68.3K
$1.5M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.78K+ 35.9% |
$37.8K - $39.4K
|
6.73K
$148K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 5.55% |
$346K - $361K
|
310K
$6.8M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-7.21K- 2.88% |
$153K - $160K
|
243K
$5.33M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-13.3K- 11.27% |
$281K - $294K
|
104K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$4.63K - $4.83K
|
218
$4.78K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.8K- 53.36% |
$250K - $260K
|
10.3K
$226K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.45K+ 10.39% |
$94.5K - $98.5K
|
47.3K
$1.04M
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
53.8K+ 109.57% |
$1.14M - $1.19M
|
103K
$2.26M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
12.6K+ 53.25% |
$268K - $279K
|
36.3K
$796K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.1K- 6.96% |
$320K - $334K
|
202K
$4.42M
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3.12K- 23.76% |
$66.2K - $69K
|
10K
$219K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.8K- 50.0% |
$506K - $528K
|
23.8K
$523K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-38K- 16.11% |
$807K - $841K
|
198K
$4.34M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2K- 24.16% |
$42.4K - $44.3K
|
6.28K
$138K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
400+ 1.08% |
$8.49K - $8.86K
|
37.4K
$822K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 23.7% |
$25.6K - $26.7K
|
3.88K
$85K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.7K+ 100.96% |
$142K - $148K
|
13.3K
$292K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
186KNew |
$3.94M - $4.11M
|
186K
$4.07M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.6K+ 12.0% |
$311K - $324K
|
137K
$3M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-3.25K- 66.33% |
$69K - $72K
|
1.65K
$36.2K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 18.69% |
$234K - $244K
|
48K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.2K+ 7.88% |
$641K - $669K
|
413K
$9.07M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
99.4KNew |
$2.11M - $2.2M
|
99.4K
$2.18M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
241New |
$5.12K - $5.34K
|
241
$5.29K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
17.9K+ 15.09% |
$380K - $396K
|
137K
$3M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
47.3K+ 33.23% |
$1M - $1.05M
|
190K
$4.16M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
143KNew |
$3.04M - $3.17M
|
143K
$3.15M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.6KNew |
$309K - $323K
|
14.6K
$320K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
523KNew |
$11.1M - $11.6M
|
523K
$11.5M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22.4K- 27.17% |
$476K - $496K
|
60.1K
$1.32M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.95K+ 4.26% |
$190K - $198K
|
219K
$4.8M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
185+ 1.95% |
$3.93K - $4.1K
|
9.67K
$212K
|