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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 7.33% |
$250K - $259K
|
168K
$3.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 16.16% |
$237K - $246K
|
78.2K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
10.8K+ 8.31% |
$235K - $244K
|
141K
$3.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.6KNew |
$209K - $217K
|
9.6K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.22K+ 56.35% |
$179K - $186K
|
22.8K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.08K+ 2.25% |
$176K - $182K
|
367K
$8.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.26K+ 47.66% |
$158K - $164K
|
22.5K
$504K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.5K+ 27.81% |
$141K - $147K
|
29.9K
$670K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.41K+ 30.26% |
$140K - $145K
|
27.6K
$619K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
5.84K+ 2.75% |
$127K - $132K
|
219K
$4.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.8K+ 8.27% |
$126K - $131K
|
75.9K
$1.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.02K+ 13.89% |
$109K - $113K
|
41.1K
$923K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.93K+ 4.08% |
$107K - $111K
|
126K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.61KNew |
$100K - $104K
|
4.61K
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.59K+ 8.76% |
$99.9K - $104K
|
57K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.5KNew |
$98.1K - $102K
|
4.5K
$101K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.12K+ 9.73% |
$89.8K - $93.1K
|
46.5K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.83K+ 1.62% |
$83.4K - $86.5K
|
241K
$5.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.5K+ 3.88% |
$76.1K - $78.9K
|
93.6K
$2.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.37K+ 1.9% |
$73.3K - $76K
|
180K
$4.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.1KNew |
$67.6K - $70K
|
3.1K
$69.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.08K+ 9.04% |
$67.1K - $69.5K
|
37.2K
$834K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.89K+ 1.35% |
$63K - $65.3K
|
218K
$4.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.89KNew |
$62.8K - $65.2K
|
2.89K
$64.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.66K+ 14.73% |
$57.8K - $60K
|
20.7K
$464K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.23K+ 1.83% |
$48.6K - $50.4K
|
125K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.05K+ 10.26% |
$44.6K - $46.2K
|
22K
$494K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.86K+ 25.68% |
$40.5K - $42K
|
9.11K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 1.44% |
$39.1K - $40.5K
|
126K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 145.78% |
$38.3K - $39.7K
|
2.97K
$66.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.39K+ 1.16% |
$30.3K - $31.4K
|
121K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 4.55% |
$30.1K - $31.2K
|
31.8K
$713K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.12KNew |
$24.4K - $25.3K
|
1.12K
$25.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.06K+ 0.42% |
$23.2K - $24K
|
257K
$5.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.03K+ 6.67% |
$22.3K - $23.1K
|
16.4K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
969New |
$21.1K - $21.9K
|
969
$21.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
918+ 9.5% |
$20K - $20.7K
|
10.6K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
799New |
$17.4K - $18K
|
799
$17.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
757New |
$16.5K - $17.1K
|
757
$17K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
754+ 1.71% |
$16.4K - $17K
|
44.9K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
686+ 0.39% |
$14.9K - $15.5K
|
174K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
625+ 2.34% |
$13.6K - $14.1K
|
27.4K
$614K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
581+ 0.69% |
$12.6K - $13.1K
|
84.6K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
553+ 4.83% |
$12K - $12.5K
|
12K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
538+ 1.67% |
$11.7K - $12.1K
|
32.7K
$734K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
515+ 4.95% |
$11.2K - $11.6K
|
10.9K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
509+ 143.79% |
$11.1K - $11.5K
|
863
$19.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
505+ 1.19% |
$11K - $11.4K
|
43.1K
$967K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
479New |
$10.4K - $10.8K
|
479
$10.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
446+ 4.24% |
$9.71K - $10.1K
|
11K
$246K
|
|