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 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 67.06% |
$25.8K - $26.2K
|
500
$10.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182Closed |
$4.61K - $4.68K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$289K - $294K
|
11.4K
$247K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$811 - $823
|
32
$692
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.18KClosed |
$55.2K - $56K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.8KClosed |
$198K - $201K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-75.5KClosed |
$1.91M - $1.94M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
55.5KNew |
$1.41M - $1.43M
|
55.5K
$1.2M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-25.1KClosed |
$644K - $651K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.2KClosed |
$391K - $396K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-198Closed |
$5.08K - $5.14K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-450Closed |
$11.6K - $11.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-121KClosed |
$3.1M - $3.14M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29KClosed |
$745K - $754K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-400Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146KClosed |
$3.76M - $3.8M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.9KClosed |
$359K - $367K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-33Closed |
$855 - $874
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-33Closed |
$855 - $874
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.74KClosed |
$45.1K - $46.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-112KClosed |
$2.96M - $2.99M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.7KClosed |
$361K - $364K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15Closed |
$396 - $399
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-35.3KClosed |
$931K - $939K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-60.4KClosed |
$1.59M - $1.61M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-45.7KClosed |
$1.21M - $1.22M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5Closed |
$133 - $134
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-42Closed |
$1.12K - $1.13K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.6KClosed |
$336K - $338K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 28, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.42KNew |
$250K - $254K
|
9.42K
$203K
|
|
|
Aug 14, 2020
Q2 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.08KClosed |
$241K - $245K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-208Closed |
$5.52K - $5.61K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6.25KClosed |
$166K - $168K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-60.1KClosed |
$1.59M - $1.62M
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$531 - $539
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-519Closed |
$12.1K - $13.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-150KClosed |
$3.5M - $4.01M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-237KClosed |
$5.53M - $6.34M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-104KClosed |
$2.43M - $2.79M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-31.8KClosed |
$740K - $849K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367New |
$9.57K - $9.66K
|
367
$7.93K
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-454Closed |
$11.9K - $11.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.29KClosed |
$190K - $192K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
46New |
$1.2K - $1.21K
|
46
$994
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-61Closed |
$1.59K - $1.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-521Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
41.4KNew |
N/A
|
41.4K
$895K
|
|