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 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$432K - $451K
|
20.4K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 32.8% |
$112K - $116K
|
21.3K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.45K+ 10.39% |
$94.5K - $98.5K
|
47.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 2624.46% |
$77.4K - $80.8K
|
3.79K
$85K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.78K+ 35.9% |
$37.8K - $39.4K
|
6.73K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24KNew |
$26.4K - $27.5K
|
1.24K
$27.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
243New |
$5.16K - $5.38K
|
243
$5.45K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
241New |
$5.12K - $5.34K
|
241
$5.41K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$4.63K - $4.83K
|
218
$4.89K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$170 - $177
|
8
$180
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$63.7 - $66.4
|
3
$67.3
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.2KNew |
$904K - $952K
|
42.2K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9KNew |
$427K - $450K
|
19.9K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$247K - $260K
|
11.5K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$232K - $244K
|
10.8K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.24KNew |
$155K - $163K
|
7.24K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 5.1% |
$26.7K - $28.1K
|
25.6K
$575K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.1KNew |
$23.6K - $24.8K
|
1.1K
$24.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
789+ 626.19% |
$16.9K - $17.8K
|
915
$20.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
364+ 3.34% |
$7.8K - $8.21K
|
11.3K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
356New |
$7.63K - $8.03K
|
356
$7.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$7.46K - $7.85K
|
348
$7.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
341New |
$7.31K - $7.69K
|
341
$7.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
297New |
$6.36K - $6.7K
|
297
$6.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
132+ 10.83% |
$2.83K - $2.98K
|
1.35K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44New |
$943 - $992
|
44
$987
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
35New |
$750 - $789
|
35
$785
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21New |
$450 - $474
|
21
$471
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.26% |
$171 - $180
|
641
$14.4K
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
70.3KNew |
$1.5M - $1.6M
|
70.3K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 150.96% |
$385K - $410K
|
30K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$225K - $240K
|
10.5K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
9.36KNew |
$200K - $213K
|
9.36K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.05KNew |
$193K - $206K
|
9.05K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.97K+ 8.57% |
$106K - $113K
|
63K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.77K+ 1.88% |
$80.4K - $85.6K
|
204K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 3863.75% |
$66K - $70.3K
|
3.17K
$71.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$47.5K - $50.6K
|
2.23K
$50K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.34KNew |
$28.7K - $30.5K
|
1.34K
$30.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.13KNew |
$24.1K - $25.7K
|
1.13K
$25.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
994New |
$21.2K - $22.6K
|
994
$22.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
457+ 3.17% |
$9.76K - $10.4K
|
14.9K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54New |
$1.15K - $1.23K
|
54
$1.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$539
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$539
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17New |
$363 - $386
|
17
$381
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$21.4 - $22.7
|
1
$22.4
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
961K+ 102.86% |
$20.2M - $20.9M
|
1.9M
$42.5M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.2KNew |
$528K - $548K
|
25.2K
$565K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
11.3KNew |
$237K - $246K
|
11.3K
$253K
|
|