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
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88K- 84.6% |
$1.89M - $1.98M
|
16K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-60.2K- 49.77% |
$1.29M - $1.36M
|
60.7K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-51.6K- 67.28% |
$1.1M - $1.16M
|
25.1K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.1K- 15.27% |
$837K - $881K
|
217K
$4.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.3K- 83.6% |
$691K - $727K
|
6.33K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-28.4K- 35.18% |
$608K - $640K
|
52.3K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-22.7K- 41.6% |
$487K - $513K
|
31.9K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 66.79% |
$219K - $230K
|
5.08K
$110K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.54K- 1.48% |
$205K - $215K
|
637K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8.55K- 38.27% |
$183K - $193K
|
13.8K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.36K- 9.8% |
$179K - $189K
|
77K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.02K- 1.8% |
$150K - $158K
|
383K
$8.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.24K- 4.88% |
$90.8K - $95.5K
|
82.5K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.85K- 11.1% |
$82.5K - $86.8K
|
30.8K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.72K- 3.15% |
$79.7K - $83.9K
|
114K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.2K- 9.62% |
$68.5K - $72.1K
|
30K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.09K- 4.12% |
$66.2K - $69.7K
|
71.8K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.7K- 1.37% |
$57.8K - $60.8K
|
195K
$4.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.53K- 9.94% |
$54.2K - $57K
|
22.9K
$496K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.18K- 4.01% |
$46.8K - $49.2K
|
52.3K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.15K- 10.25% |
$46K - $48.4K
|
18.8K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.12K- 4.13% |
$45.3K - $47.7K
|
49.1K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.08K- 81.82% |
$44.5K - $46.8K
|
461
$9.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-656- 3.3% |
$14.1K - $14.8K
|
19.2K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-631- 2.36% |
$13.5K - $14.2K
|
26.1K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-128- 7.6% |
$2.74K - $2.89K
|
1.56K
$33.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.1% |
$2.14K - $2.26K
|
98.6K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-34- 2.47% |
$729 - $767
|
1.34K
$29.1K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-314K- 18.34% |
$6.7M - $7.13M
|
1.4M
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-306K- 9.95% |
$6.54M - $6.96M
|
2.77M
$60M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-229K- 59.43% |
$4.88M - $5.2M
|
156K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-84.5K- 47.97% |
$1.8M - $1.92M
|
91.7K
$1.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-82.4K- 38.87% |
$1.76M - $1.87M
|
130K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.2K- 8.47% |
$1.05M - $1.12M
|
532K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-27.1K- 29.48% |
$579K - $617K
|
64.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26.8K- 4.19% |
$572K - $609K
|
613K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 27.01% |
$530K - $564K
|
67K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.4K- 10.0% |
$414K - $441K
|
175K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 19.31% |
$386K - $411K
|
75.7K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 8.95% |
$260K - $277K
|
124K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 1.57% |
$252K - $268K
|
739K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 48.45% |
$234K - $249K
|
11.7K
$253K
|
|
|
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
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.32K- 19.24% |
$199K - $212K
|
39.1K
$847K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.72K- 22.42% |
$186K - $198K
|
30.2K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-8.68K- 5.46% |
$185K - $197K
|
150K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.18K- 5.23% |
$175K - $186K
|
148K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.54K- 0.37% |
$161K - $171K
|
2M
$43.4M
|
|