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 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.88K- 22.91% |
$104K - $108K
|
16.4K
$355K
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.64K- 18.5% |
$98.5K - $103K
|
20.4K
$441K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.42K- 8.65% |
$72.6K - $75.7K
|
36.1K
$779K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.3K- 6.39% |
$70.1K - $73.1K
|
48.4K
$1.04M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-3.25K- 66.33% |
$69K - $72K
|
1.65K
$35.6K
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3.12K- 23.76% |
$66.2K - $69K
|
10K
$216K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.98K- 21.64% |
$63.3K - $66K
|
10.8K
$233K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.16K- 80.63% |
$45.9K - $47.9K
|
520
$11.2K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.02K- 99.26% |
$42.9K - $44.8K
|
15
$324
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.01K- 1.66% |
$42.6K - $44.4K
|
118K
$2.56M
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-2.01K- 2.03% |
$42.6K - $44.4K
|
96.6K
$2.08M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2K- 24.16% |
$42.4K - $44.3K
|
6.28K
$135K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 27.67% |
$41.1K - $42.9K
|
5.07K
$109K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.89K- 56.34% |
$40.1K - $41.8K
|
1.46K
$31.6K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.84K- 1.71% |
$39K - $40.6K
|
105K
$2.28M
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.63K- 5.28% |
$34.6K - $36.1K
|
29.2K
$631K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.62K- 3.95% |
$34.5K - $36K
|
39.4K
$851K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.43K- 6.24% |
$30.3K - $31.6K
|
21.5K
$463K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 23.7% |
$25.6K - $26.7K
|
3.88K
$83.6K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 57.97% |
$22.1K - $23K
|
754
$16.3K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-982- 53.96% |
$20.8K - $21.7K
|
838
$18.1K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-954- 3.27% |
$20.3K - $21.1K
|
28.2K
$609K
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-828- 1.64% |
$17.6K - $18.3K
|
49.7K
$1.07M
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-772- 1.79% |
$16.4K - $17.1K
|
42.5K
$917K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-530- 14.64% |
$11.3K - $11.7K
|
3.09K
$66.7K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-398- 18.79% |
$8.45K - $8.81K
|
1.72K
$37.1K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-317- 0.1% |
$6.73K - $7.02K
|
320K
$6.91M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-277- 17.79% |
$5.88K - $6.13K
|
1.28K
$27.6K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-259- 5.83% |
$5.5K - $5.73K
|
4.19K
$90.3K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-101- 0.37% |
$2.14K - $2.24K
|
27K
$583K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-49- 0.48% |
$1.04K - $1.08K
|
10.1K
$218K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-47- 6.6% |
$998 - $1.04K
|
665
$14.4K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-26- 43.33% |
$552 - $576
|
34
$734
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 1.38% |
$149 - $155
|
500
$10.8K
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-74.4KClosed |
$1.59M - $1.68M
|
0
$0
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38.8K- 3.55% |
$833K - $876K
|
1.05M
$22.7M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.3K- 83.6% |
$691K - $727K
|
6.33K
$137K
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-22.7K- 41.6% |
$487K - $513K
|
31.9K
$689K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15.7K- 14.5% |
$336K - $353K
|
92.3K
$1.99M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.32K- 99.54% |
$92.6K - $97.5K
|
20
$432
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.08K- 81.82% |
$44.5K - $46.8K
|
461
$9.95K
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.75K- 2.35% |
$37.4K - $39.4K
|
72.7K
$1.57M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-989- 4.32% |
$21.2K - $22.3K
|
21.9K
$473K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-545Closed |
$11.7K - $12.3K
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-27.1K- 29.48% |
$579K - $617K
|
64.9K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 48.45% |
$234K - $249K
|
11.7K
$252K
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.4KClosed |
$222K - $236K
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.49K- 47.54% |
$95.9K - $102K
|
4.95K
$107K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-1.84K- 1.33% |
$39.4K - $41.9K
|
137K
$2.96M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-511- 20.78% |
$10.9K - $11.6K
|
1.95K
$42K
|