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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.15M+ 16.23% |
$45.7M - $47.7M
|
15.4M
$333M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1.62MNew |
$34.4M - $35.9M
|
1.62M
$35M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
900K+ 83.4% |
$19.1M - $19.9M
|
1.98M
$42.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
864K+ 0.47% |
$18.3M - $19.1M
|
184M
$3.97B
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
652K+ 11.83% |
$13.8M - $14.4M
|
6.16M
$133M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
629K+ 14.4% |
$13.4M - $13.9M
|
5M
$108M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
545K+ 1126.47% |
$11.6M - $12.1M
|
593K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
523KNew |
$11.1M - $11.6M
|
523K
$11.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
235K+ 5.98% |
$4.98M - $5.2M
|
4.16M
$89.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
227K+ 9.36% |
$4.82M - $5.03M
|
2.65M
$57.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
186KNew |
$3.94M - $4.11M
|
186K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
143KNew |
$3.04M - $3.17M
|
143K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
141KNew |
$2.99M - $3.12M
|
141K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
129K+ 2.34% |
$2.74M - $2.85M
|
5.64M
$122M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
118KNew |
$2.51M - $2.62M
|
118K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 4379.34% |
$2.27M - $2.37M
|
109K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
103K+ 67.93% |
$2.18M - $2.28M
|
254K
$5.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
99.4KNew |
$2.11M - $2.2M
|
99.4K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
64.5K+ 4.44% |
$1.37M - $1.43M
|
1.52M
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
63.3K+ 13.59% |
$1.34M - $1.4M
|
529K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.5KNew |
$1.18M - $1.23M
|
55.5K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
53.8K+ 109.57% |
$1.14M - $1.19M
|
103K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.5K+ 58.61% |
$1.09M - $1.14M
|
139K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
47.3K+ 33.23% |
$1M - $1.05M
|
190K
$4.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
40.4K+ 5.44% |
$858K - $894K
|
784K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
40.2K+ 5.39% |
$853K - $890K
|
787K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
40.2K+ 5.38% |
$853K - $890K
|
787K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.1KNew |
$745K - $776K
|
35.1K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 29.23% |
$731K - $763K
|
152K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.3K+ 4.74% |
$706K - $737K
|
735K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
30.3KNew |
$643K - $671K
|
30.3K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.2K+ 7.88% |
$641K - $669K
|
413K
$8.93M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
27.2K+ 1.61% |
$577K - $601K
|
1.71M
$37M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25K+ 11.75% |
$531K - $554K
|
238K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
24.8K+ 82.66% |
$527K - $550K
|
54.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$484K - $505K
|
22.8K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$432K - $451K
|
20.4K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
20.2KNew |
$429K - $448K
|
20.2K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20.1K+ 3.77% |
$427K - $446K
|
553K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.7K+ 23.28% |
$398K - $415K
|
99.2K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.6K+ 15.59% |
$395K - $412K
|
138K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
17.9K+ 15.09% |
$380K - $396K
|
137K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 0.83% |
$379K - $396K
|
2.17M
$46.9M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.6KNew |
$353K - $368K
|
16.6K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
16.5K+ 63.08% |
$350K - $365K
|
42.6K
$921K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 5.55% |
$346K - $361K
|
310K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.6K+ 10.79% |
$331K - $346K
|
160K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.6K+ 12.0% |
$311K - $324K
|
137K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.6KNew |
$309K - $323K
|
14.6K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$295K - $308K
|
13.9K
$300K
|