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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-749Closed |
$16.5K - $17.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-45.6KClosed |
$1M - $1.09M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-10.8KClosed |
$237K - $257K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.2KClosed |
$665K - $720K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.77KClosed |
$38.9K - $42.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.7K- 4.2% |
$191K - $207K
|
199K
$4.33M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2New |
$44 - $47.7
|
2
$43.6
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-14.3KClosed |
$316K - $342K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7KClosed |
$302K - $327K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-24.6K- 54.28% |
$541K - $586K
|
20.7K
$452K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.9KClosed |
$196K - $212K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.8KClosed |
$194K - $210K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
61.5KNew |
$1.35M - $1.47M
|
61.5K
$1.34M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.46% |
$31.1K - $33.7K
|
27.3K
$595K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-3.42K- 12.2% |
$75.2K - $81.5K
|
24.6K
$536K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 9.6% |
$2.09K - $2.26K
|
895
$19.5K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-550Closed |
$12.1K - $13.1K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-17.4KClosed |
$383K - $415K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.49KNew |
$76.7K - $83.1K
|
3.49K
$76K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.35KClosed |
$184K - $199K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.24KClosed |
$49.3K - $53.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
400New |
$8.8K - $9.54K
|
400
$8.72K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.48KClosed |
$54.7K - $59.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791Closed |
$17.4K - $18.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-8.65KClosed |
$190K - $206K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-894Closed |
$19.7K - $21.3K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-69.9KClosed |
$1.66M - $1.77M
|
0
$0
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
22.1K+ 73.0% |
$525K - $559K
|
52.4K
$1.14M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.78KNew |
$185K - $197K
|
7.78K
$170K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20KClosed |
$474K - $505K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-33- 73.33% |
$783 - $835
|
12
$262
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.57KNew |
$37.3K - $39.7K
|
1.57K
$34.2K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.58KNew |
$37.6K - $40K
|
1.58K
$34.5K
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2KClosed |
$47.5K - $50.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-516Closed |
$12.2K - $13.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.12K+ 95.66% |
$50.2K - $53.5K
|
4.33K
$94.4K
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12KNew |
$285K - $304K
|
12K
$262K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-255Closed |
$6.05K - $6.45K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.61KClosed |
$228K - $243K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-10.1KClosed |
$239K - $254K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.13K- 97.03% |
$50.4K - $53.8K
|
65
$1.42K
|
|
Apr 18, 2022
Q1 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-504KClosed |
$12M - $12.8M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.78KClosed |
$42.3K - $45.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-44- 24.04% |
$1.04K - $1.11K
|
139
$3.03K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.6KClosed |
$420K - $427K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.3KClosed |
$311K - $316K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-113KClosed |
$2.85M - $2.9M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
454K+ 44.18% |
$11.5M - $11.7M
|
1.48M
$32.3M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.48KClosed |
$164K - $167K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-218Closed |
$5.52K - $5.61K
|
0
$0
|