Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Mor (SPMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.86MNew |
$40.1M - $41.3M
|
1.86M
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.84M+ 45.94% |
$39.7M - $40.9M
|
5.86M
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.64M+ 26.57% |
$35.3M - $36.3M
|
7.8M
$172M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.24M+ 24.78% |
$26.7M - $27.5M
|
6.24M
$137M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
866K+ 5.61% |
$18.7M - $19.2M
|
16.3M
$359M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
808KNew |
$17.4M - $17.9M
|
808K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
677K+ 0.37% |
$14.6M - $15M
|
184M
$4.06B
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
602KNew |
$13M - $13.4M
|
602K
$13.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
566K+ 13.6% |
$12.2M - $12.6M
|
4.73M
$104M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
544K+ 439.48% |
$11.7M - $12.1M
|
668K
$14.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
413K+ 22.67% |
$8.9M - $9.17M
|
2.24M
$49.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
348K+ 20.36% |
$7.5M - $7.73M
|
2.06M
$45.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
241K+ 14.9% |
$5.2M - $5.36M
|
1.86M
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 4.3% |
$2.46M - $2.53M
|
2.77M
$61M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
108K+ 5.44% |
$2.32M - $2.39M
|
2.09M
$46M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
92.1K+ 286.12% |
$1.98M - $2.04M
|
124K
$2.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80.1KNew |
$1.73M - $1.78M
|
80.1K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
74.1K+ 9.41% |
$1.6M - $1.65M
|
861K
$19M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
70.5KNew |
$1.52M - $1.56M
|
70.5K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.4KNew |
$1.09M - $1.12M
|
50.4K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
48.5K+ 3.2% |
$1.05M - $1.08M
|
1.56M
$34.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
44.1K+ 10.79% |
$949K - $978K
|
453K
$9.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
42.1K+ 5.38% |
$908K - $935K
|
826K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
37.1K+ 27.19% |
$800K - $825K
|
174K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.3K+ 12.85% |
$761K - $784K
|
310K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.3K+ 34.28% |
$739K - $761K
|
134K
$2.96M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34.1KNew |
$735K - $757K
|
34.1K
$751K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
33.9K+ 93.27% |
$730K - $752K
|
70.1K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.9K+ 2.67% |
$687K - $708K
|
1.23M
$27.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30.1K+ 21.82% |
$649K - $668K
|
168K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
22.5K+ 2.86% |
$484K - $499K
|
809K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.9K+ 4.68% |
$450K - $463K
|
467K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
20.6K+ 10.89% |
$445K - $458K
|
210K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20.6KNew |
$444K - $457K
|
20.6K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 10.22% |
$429K - $442K
|
215K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
19.2K+ 581.82% |
$414K - $426K
|
22.5K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.5KNew |
$398K - $410K
|
18.5K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.3K+ 5.17% |
$394K - $406K
|
372K
$8.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
17.8K+ 18.46% |
$384K - $396K
|
114K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.8K+ 8.13% |
$383K - $395K
|
237K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
16.6K+ 40.18% |
$358K - $369K
|
58K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
16.1K+ 3.04% |
$346K - $357K
|
545K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 22.93% |
$338K - $348K
|
84K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.3K+ 4.31% |
$331K - $341K
|
371K
$8.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 4.92% |
$329K - $339K
|
325K
$7.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 4.05% |
$327K - $337K
|
390K
$8.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 1.05% |
$324K - $334K
|
1.45M
$31.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
15K+ 7.59% |
$324K - $333K
|
213K
$4.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.8K+ 3.34% |
$297K - $306K
|
427K
$9.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 12.35% |
$291K - $300K
|
123K
$2.71M
|