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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.28K- 3.84% |
$27.3K - $29K
|
32K
$697K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-508- 4.45% |
$10.8K - $11.5K
|
10.9K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 3863.75% |
$66K - $70.3K
|
3.17K
$69.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
93.2K+ 864.05% |
$1.99M - $2.12M
|
104K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.9K+ 8.38% |
$553K - $588K
|
335K
$7.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
70.3KNew |
$1.5M - $1.6M
|
70.3K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
14.6K+ 24.33% |
$311K - $331K
|
74.5K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
9.36KNew |
$200K - $213K
|
9.36K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21.5K+ 94.17% |
$460K - $490K
|
44.4K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 1.57% |
$252K - $268K
|
739K
$16.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 10.26% |
$107K - $114K
|
53.8K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 15.47% |
$59.8K - $63.6K
|
15.3K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
193K+ 495.76% |
$4.11M - $4.38M
|
231K
$5.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.01% |
$85.4 - $90.9
|
27.1K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7K+ 3.34% |
$149K - $159K
|
217K
$4.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.13KNew |
$24.1K - $25.7K
|
1.13K
$24.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.8KNew |
$443K - $472K
|
20.8K
$453K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
55.2K+ 4.33% |
$1.18M - $1.25M
|
1.33M
$29M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
333New |
$7.11K - $7.57K
|
333
$7.26K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 114.66% |
$379K - $403K
|
33.2K
$724K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.72K- 22.42% |
$186K - $198K
|
30.2K
$658K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
31.3K+ 1.82% |
$668K - $711K
|
1.75M
$38.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-229- 4.58% |
$4.89K - $5.21K
|
4.77K
$104K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
28.9K+ 3.68% |
$618K - $657K
|
816K
$17.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.9K- 6.28% |
$169K - $180K
|
118K
$2.57M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
2+ 0.0% |
$42.7 - $45.5
|
98.7K
$2.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
126New |
$2.69K - $2.86K
|
126
$2.75K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$225K - $233K
|
10.7K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.8K+ 1568.6% |
$79.6K - $82.6K
|
4.04K
$88K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.11K- 33.22% |
$107K - $111K
|
10.3K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-39.3K- 76.16% |
$824K - $855K
|
12.3K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.03K+ 7.22% |
$147K - $153K
|
104K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-160- 0.8% |
$3.36K - $3.48K
|
19.9K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-636K- 59.18% |
$13.3M - $13.8M
|
439K
$9.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.78K+ 1.98% |
$37.3K - $38.7K
|
91.8K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
213+ 125.29% |
$4.47K - $4.63K
|
383
$8.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.07K- 3.4% |
$22.4K - $23.2K
|
30.4K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
500New |
$10.5K - $10.9K
|
500
$10.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.2K- 5.24% |
$256K - $266K
|
221K
$4.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
961K+ 102.86% |
$20.2M - $20.9M
|
1.9M
$41.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
62+ 3.82% |
$1.3K - $1.35K
|
1.69K
$36.7K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.2KNew |
$528K - $548K
|
25.2K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107New |
$2.24K - $2.33K
|
107
$2.33K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$33.1K - $34.4K
|
1.58K
$34.4K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.12K- 28.48% |
$86.4K - $89.7K
|
10.3K
$226K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
11.3KNew |
$237K - $246K
|
11.3K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
93New |
$1.95K - $2.02K
|
93
$2.03K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.4K- 8.74% |
$29.4K - $30.6K
|
14.7K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4K+ 75.72% |
$218K - $226K
|
24.1K
$526K
|
|