Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-238K- 29.15% |
$5.09M - $5.36M
|
578K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.3K- 83.6% |
$691K - $727K
|
6.33K
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.54K- 1.48% |
$205K - $215K
|
637K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.36K- 9.8% |
$179K - $189K
|
77K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.85K- 11.1% |
$82.5K - $86.8K
|
30.8K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.2K- 9.62% |
$68.5K - $72.1K
|
30K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.09K- 4.12% |
$66.2K - $69.7K
|
71.8K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.7K- 1.37% |
$57.8K - $60.8K
|
195K
$4.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.53K- 9.94% |
$54.2K - $57K
|
22.9K
$492K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.18K- 4.01% |
$46.8K - $49.2K
|
52.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-656- 3.3% |
$14.1K - $14.8K
|
19.2K
$413K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.1% |
$2.14K - $2.26K
|
98.6K
$2.12M
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-370K- 82.83% |
$7.89M - $8.4M
|
76.6K
$1.65M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-314K- 18.34% |
$6.7M - $7.13M
|
1.4M
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-306K- 9.95% |
$6.54M - $6.96M
|
2.77M
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-229K- 59.43% |
$4.88M - $5.2M
|
156K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-84.5K- 47.97% |
$1.8M - $1.92M
|
91.7K
$1.97M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-82.4K- 38.87% |
$1.76M - $1.87M
|
130K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-75.7K- 48.43% |
$1.62M - $1.72M
|
80.6K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.2K- 8.47% |
$1.05M - $1.12M
|
532K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-27.1K- 29.48% |
$579K - $617K
|
64.9K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26.8K- 4.19% |
$572K - $609K
|
613K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 27.01% |
$530K - $564K
|
67K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.4K- 10.0% |
$414K - $441K
|
175K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 19.31% |
$386K - $411K
|
75.7K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13.2K- 37.16% |
$282K - $300K
|
22.3K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 8.95% |
$260K - $277K
|
124K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 1.57% |
$252K - $268K
|
739K
$15.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 48.45% |
$234K - $249K
|
11.7K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.4KClosed |
$222K - $236K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.33K- 14.99% |
$199K - $212K
|
52.9K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.32K- 19.24% |
$199K - $212K
|
39.1K
$840K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.72K- 22.42% |
$186K - $198K
|
30.2K
$648K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-8.68K- 5.46% |
$185K - $197K
|
150K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.18K- 5.23% |
$175K - $186K
|
148K
$3.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.9K- 6.28% |
$169K - $180K
|
118K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.54K- 0.37% |
$161K - $171K
|
2M
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.8K- 10.52% |
$145K - $155K
|
57.9K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.63K- 1.1% |
$98.9K - $105K
|
418K
$8.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.49K- 47.54% |
$95.9K - $102K
|
4.95K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.13K- 14.49% |
$88.2K - $93.9K
|
24.4K
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.93K- 4.74% |
$83.8K - $89.2K
|
78.9K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.7K- 8.76% |
$79K - $84.1K
|
38.6K
$828K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 15.47% |
$59.8K - $63.6K
|
15.3K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.25K- 2.88% |
$47.9K - $51K
|
75.7K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.2K- 2.48% |
$47K - $50.1K
|
86.7K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.06K- 7.07% |
$44K - $46.8K
|
27.1K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.96K- 5.17% |
$41.8K - $44.5K
|
36K
$772K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-1.84K- 1.33% |
$39.4K - $41.9K
|
137K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.71K- 3.85% |
$36.6K - $39K
|
42.8K
$919K
|
|