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 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
271KNew |
$5.88M - $6.08M
|
271K
$5.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
420+ 4.53% |
$9.11K - $9.42K
|
9.7K
$211K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.55K- 42.16% |
$120K - $124K
|
7.61K
$166K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.4KNew |
$1.62M - $1.7M
|
75.4K
$1.64M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-411- 1.87% |
$8.82K - $9.3K
|
21.6K
$471K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242New |
$5.2K - $5.47K
|
242
$5.28K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 26.32% |
$1.18K - $1.24K
|
154
$3.36K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-52.7K- 99.98% |
$1.13M - $1.19M
|
13
$283
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.16K- 19.27% |
$132K - $139K
|
25.8K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.54K+ 17.34% |
$76K - $80.1K
|
24K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100New |
$2.15K - $2.26K
|
100
$2.18K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.15K- 9.87% |
$24.6K - $25.9K
|
10.5K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
20.8KNew |
$447K - $471K
|
20.8K
$454K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.7K- 60.76% |
$58K - $61.1K
|
1.74K
$38K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
23.2K+ 28.7% |
$499K - $525K
|
104K
$2.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
825New |
$17.7K - $18.7K
|
825
$18K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.47K+ 33.05% |
$95.9K - $101K
|
18K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.79KNew |
$60K - $63.2K
|
2.79K
$60.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
10.3KNew |
$222K - $234K
|
10.3K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.46K- 77.22% |
$52.8K - $55.6K
|
725
$15.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.5KNew |
$440K - $464K
|
20.5K
$447K
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$83 - $89.4
|
4
$87.2
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65.5KClosed |
$1.36M - $1.46M
|
0
$0
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-755Closed |
$15.7K - $16.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.37KNew |
$28.4K - $30.6K
|
1.37K
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 29.02% |
$223K - $240K
|
47.8K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
57+ 0.13% |
$1.18K - $1.27K
|
45.6K
$993K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
174New |
$3.61K - $3.89K
|
174
$3.79K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
158New |
$3.28K - $3.53K
|
158
$3.44K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20KNew |
$416K - $448K
|
20K
$437K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$33.3K - $35.8K
|
1.6K
$35K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-166- 1.48% |
$3.45K - $3.71K
|
11K
$240K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
141KNew |
$2.92M - $3.14M
|
141K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$232K - $249K
|
11.2K
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.82% |
$20.8 - $22.4
|
56
$1.22K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
14K+ 23.82% |
$291K - $313K
|
72.9K
$1.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.39K - $1.5K
|
67
$1.46K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-633Closed |
$13.4K - $14.9K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52.1KNew |
$1.1M - $1.23M
|
52.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.19K- 3.35% |
$25.3K - $28.1K
|
34.4K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-80.9K- 63.1% |
$1.71M - $1.9M
|
47.3K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383KNew |
$8.12M - $9.03M
|
383K
$8.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6K- 32.18% |
$267K - $297K
|
26.6K
$579K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.13KNew |
$23.9K - $26.6K
|
1.13K
$24.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$63.6 - $70.7
|
357
$7.78K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.84% |
$27.4K - $30.5K
|
17.8K
$388K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$42.4 - $47.1
|
322
$7.02K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-100- 0.96% |
$2.12K - $2.36K
|
10.3K
$224K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576KNew |
$12.7M - $13.7M
|
576K
$12.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 345.71% |
$24.8K - $26.9K
|
1.45K
$31.7K
|
|