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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15KNew |
$301K - $332K
|
15K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 17.12% |
$47.9K - $52.8K
|
11.5K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.01K- 4.95% |
$161K - $178K
|
154K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23KNew |
$65K - $71.7K
|
3.23K
$70.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.07KNew |
$21.6K - $23.8K
|
1.07K
$23.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
888New |
$17.9K - $19.7K
|
888
$19.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-231- 2.3% |
$4.65K - $5.12K
|
9.8K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
270New |
$5.43K - $5.99K
|
270
$5.89K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22.9KNew |
$460K - $508K
|
22.9K
$499K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 2795.16% |
$34.9K - $38.4K
|
1.8K
$39.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-678- 62.32% |
$13.6K - $15K
|
410
$8.94K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20K+ 17.61% |
$402K - $443K
|
133K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.98KNew |
$59.8K - $66K
|
2.98K
$64.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.09KNew |
$42K - $46.3K
|
2.09K
$45.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2KNew |
$366K - $403K
|
18.2K
$397K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
85KNew |
$1.71M - $1.88M
|
85K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.8K+ 6.13% |
$339K - $374K
|
292K
$6.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.49K- 9.19% |
$90.3K - $99.6K
|
44.4K
$968K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$225K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.09KNew |
$64K - $67.8K
|
3.09K
$67.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-331KClosed |
$6.86M - $7.27M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
117New |
$2.43K - $2.57K
|
117
$2.55K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13KNew |
$270K - $286K
|
13K
$284K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
608+ 4.29% |
$12.6K - $13.4K
|
14.8K
$322K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152New |
$3.15K - $3.34K
|
152
$3.31K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.73KNew |
$35.8K - $37.9K
|
1.73K
$37.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.1K- 16.95% |
$273K - $289K
|
64.4K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.22K- 13.19% |
$66.7K - $70.6K
|
21.2K
$462K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.05K- 92.29% |
$42.4K - $44.9K
|
171
$3.73K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$320K - $339K
|
15.4K
$336K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
468KNew |
$9.7M - $10.3M
|
468K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-23- 19.01% |
$477 - $505
|
98
$2.14K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500- 67.66% |
$10.8K - $11.2K
|
239
$5.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68.6KNew |
$1.49M - $1.54M
|
68.6K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115KNew |
$2.5M - $2.58M
|
115K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.44K+ 1.57% |
$161K - $167K
|
482K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.1KNew |
$370K - $383K
|
17.1K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28New |
$607 - $628
|
28
$610
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.78K+ 1.67% |
$212K - $219K
|
596K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$477 - $493
|
22
$480
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.62K- 18.64% |
$56.8K - $58.7K
|
11.4K
$249K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52New |
$1.13K - $1.17K
|
52
$1.13K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 83.91% |
$49.8K - $51.6K
|
441
$9.61K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 8.97% |
$23.8K - $24.6K
|
13.3K
$290K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
4.46K+ 44.2% |
$96.7K - $100K
|
14.6K
$317K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-977- 44.61% |
$21.2K - $21.9K
|
1.21K
$26.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
31.6KNew |
$686K - $710K
|
31.6K
$690K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.6KNew |
$686K - $710K
|
31.6K
$690K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 4.31% |
$390 - $404
|
400
$8.72K
|
|