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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
49+ 0.48% |
$1.03K - $1.07K
|
10.3K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
322+ 3.08% |
$6.75K - $7.01K
|
10.8K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.61K+ 2.76% |
$33.8K - $35.1K
|
60K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.4KNew |
$218K - $227K
|
10.4K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.72K+ 663.08% |
$141K - $146K
|
7.73K
$169K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
19.7K+ 17.14% |
$414K - $429K
|
135K
$2.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23K+ 6.48% |
$483K - $501K
|
379K
$8.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
541+ 0.65% |
$11.3K - $11.8K
|
84.3K
$1.84M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.45K+ 17245.0% |
$72.3K - $75.1K
|
3.47K
$75.6K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 48.33% |
$2.78K - $2.87K
|
139
$3.03K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
18KNew |
$385K - $397K
|
18K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-878- 4.71% |
$18.8K - $19.4K
|
17.8K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.24KNew |
$134K - $138K
|
6.24K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.59K+ 70.69% |
$184K - $189K
|
20.7K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
84New |
$1.8K - $1.85K
|
84
$1.83K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
499New |
$10.7K - $11K
|
499
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4KNew |
$267K - $274K
|
12.4K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-5.47K- 10.72% |
$117K - $121K
|
45.6K
$994K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
363+ 3.53% |
$7.77K - $8K
|
10.6K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
360KNew |
$7.7M - $7.92M
|
360K
$7.84M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104New |
$2.23K - $2.29K
|
104
$2.27K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
17.4K+ 17.25% |
$372K - $383K
|
118K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45.1KNew |
$965K - $993K
|
45.1K
$983K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-573- 23.17% |
$12.3K - $12.6K
|
1.9K
$41.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21.1K+ 34.18% |
$453K - $466K
|
83K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
97+ 1.06% |
$2.08K - $2.14K
|
9.24K
$201K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.23KNew |
$26.4K - $27.2K
|
1.23K
$26.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55KNew |
$119K - $122K
|
5.55K
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51New |
$1.09K - $1.12K
|
51
$1.11K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-814- 1.71% |
$17.4K - $17.9K
|
46.8K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 26.53% |
$2.14K - $2.2K
|
277
$6.04K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 18.68% |
$364 - $375
|
74
$1.61K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.09K- 18.15% |
$44.8K - $46.1K
|
9.44K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-314K- 95.24% |
$6.72M - $6.92M
|
15.7K
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.2K- 59.32% |
$496K - $511K
|
15.9K
$346K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.74K- 43.84% |
$209K - $215K
|
12.5K
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
897New |
$19.2K - $19.8K
|
897
$19.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.39K- 28.15% |
$115K - $119K
|
13.8K
$300K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66New |
$1.41K - $1.45K
|
66
$1.44K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-564K- 20.36% |
$11.3M - $12.5M
|
2.21M
$48.1M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.75K- 60.86% |
$35.2K - $38.8K
|
1.13K
$24.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-8.59K- 7.37% |
$173K - $190K
|
108K
$2.35M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$254K - $280K
|
12.6K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.14KNew |
$184K - $203K
|
9.14K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.46% |
$80.4 - $88.7
|
278
$6.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$209K - $231K
|
10.4K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6KNew |
$234K - $258K
|
11.6K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.47K- 98.32% |
$170K - $188K
|
145
$3.16K
|
|