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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.38M- 95.46% |
$93M - $96.9M
|
208K
$4.49M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.11M- 97.25% |
$23.5M - $24.6M
|
31.4K
$678K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-406K- 9.18% |
$8.61M - $8.98M
|
4.01M
$86.6M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-403K- 76.51% |
$8.56M - $8.93M
|
124K
$2.67M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-308K- 53.32% |
$6.54M - $6.82M
|
270K
$5.82M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-152K- 10.86% |
$3.23M - $3.36M
|
1.25M
$26.9M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-148K- 61.9% |
$3.14M - $3.27M
|
90.9K
$1.96M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-144K- 7.31% |
$3.05M - $3.18M
|
1.82M
$39.3M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74.7K- 16.62% |
$1.59M - $1.65M
|
375K
$8.09M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-67.6K- 5.23% |
$1.43M - $1.5M
|
1.22M
$26.4M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-65K- 12.72% |
$1.38M - $1.44M
|
446K
$9.63M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.2K- 52.17% |
$1.04M - $1.09M
|
45.1K
$973K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-46.7K- 10.26% |
$991K - $1.03M
|
408K
$8.81M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-38K- 16.11% |
$807K - $841K
|
198K
$4.27M
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-37.1K- 20.0% |
$787K - $821K
|
148K
$3.2M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35.2K- 21.03% |
$747K - $779K
|
132K
$2.85M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.9K- 11.27% |
$741K - $773K
|
275K
$5.93M
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-34.7K- 12.86% |
$736K - $767K
|
235K
$5.07M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-33.4K- 37.56% |
$709K - $739K
|
55.5K
$1.2M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-30.6K- 18.83% |
$650K - $678K
|
132K
$2.85M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.3K- 2.07% |
$643K - $671K
|
1.43M
$30.9M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.5K- 23.43% |
$584K - $609K
|
89.9K
$1.94M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.8K- 50.0% |
$506K - $528K
|
23.8K
$515K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22.7K- 49.86% |
$481K - $502K
|
22.8K
$492K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22.4K- 27.17% |
$476K - $496K
|
60.1K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22.3K- 15.88% |
$473K - $493K
|
118K
$2.55M
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-20.8K- 38.53% |
$442K - $461K
|
33.2K
$717K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.7K- 32.59% |
$397K - $415K
|
38.7K
$836K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.4K- 10.71% |
$391K - $408K
|
154K
$3.32M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 2.9% |
$381K - $397K
|
601K
$13M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-17.9K- 29.54% |
$381K - $397K
|
42.8K
$923K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8K- 21.88% |
$357K - $373K
|
60.1K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 21.08% |
$321K - $335K
|
56.6K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.1K- 6.96% |
$320K - $334K
|
202K
$4.35M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-13.3K- 11.27% |
$281K - $294K
|
104K
$2.25M
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-11.8K- 53.36% |
$250K - $260K
|
10.3K
$222K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 18.69% |
$234K - $244K
|
48K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.8K- 11.82% |
$229K - $239K
|
80.5K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-10.5K- 20.15% |
$224K - $233K
|
41.7K
$901K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 2.16% |
$222K - $231K
|
473K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.43K- 0.78% |
$200K - $209K
|
1.2M
$25.8M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.83K- 10.23% |
$188K - $196K
|
77.5K
$1.67M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-7.21K- 2.88% |
$153K - $160K
|
243K
$5.24M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.38K- 5.16% |
$135K - $141K
|
117K
$2.53M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.13K- 19.89% |
$130K - $136K
|
24.7K
$533K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.11K- 5.76% |
$130K - $135K
|
100K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.96K- 10.05% |
$127K - $132K
|
53.4K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-5.43K- 1.49% |
$115K - $120K
|
359K
$7.75M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.27K- 0.83% |
$112K - $117K
|
632K
$13.6M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 23.41% |
$109K - $114K
|
16.8K
$363K
|