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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.1K- 16.95% |
$273K - $289K
|
64.4K
$1.38M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.22K- 13.19% |
$66.7K - $70.6K
|
21.2K
$455K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.05K- 92.29% |
$42.4K - $44.9K
|
171
$3.67K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-23- 19.01% |
$477 - $505
|
98
$2.11K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.55K- 42.16% |
$120K - $124K
|
7.61K
$163K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.62K- 18.64% |
$56.8K - $58.7K
|
11.4K
$245K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 83.91% |
$49.8K - $51.6K
|
441
$9.47K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-977- 44.61% |
$21.2K - $21.9K
|
1.21K
$26.1K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500- 67.66% |
$10.8K - $11.2K
|
239
$5.13K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 4.31% |
$390 - $404
|
400
$8.59K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-52.7K- 99.98% |
$1.13M - $1.19M
|
13
$279
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.16K- 19.27% |
$132K - $139K
|
25.8K
$554K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.7K- 60.76% |
$58K - $61.1K
|
1.74K
$37.5K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.46K- 77.22% |
$52.8K - $55.6K
|
725
$15.6K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.15K- 9.87% |
$24.6K - $25.9K
|
10.5K
$225K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-411- 1.87% |
$8.82K - $9.3K
|
21.6K
$464K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 26.32% |
$1.18K - $1.24K
|
154
$3.31K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65.5KClosed |
$1.36M - $1.46M
|
0
$0
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-755Closed |
$15.7K - $16.9K
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-166- 1.48% |
$3.45K - $3.71K
|
11K
$237K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-80.9K- 63.1% |
$1.71M - $1.9M
|
47.3K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6K- 32.18% |
$267K - $297K
|
26.6K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.19K- 3.35% |
$25.3K - $28.1K
|
34.4K
$739K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-633Closed |
$13.4K - $14.9K
|
0
$0
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-100- 0.96% |
$2.12K - $2.36K
|
10.3K
$221K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-45.6KClosed |
$1M - $1.09M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.2KClosed |
$665K - $720K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-24.6K- 54.28% |
$541K - $586K
|
20.7K
$445K
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-17.4KClosed |
$383K - $415K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-14.3KClosed |
$316K - $342K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7KClosed |
$302K - $327K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-10.8KClosed |
$237K - $257K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.9KClosed |
$196K - $212K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.8KClosed |
$194K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.7K- 4.2% |
$191K - $207K
|
199K
$4.26M
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-8.65KClosed |
$190K - $206K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.35KClosed |
$184K - $199K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-3.42K- 12.2% |
$75.2K - $81.5K
|
24.6K
$528K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.48KClosed |
$54.7K - $59.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.24KClosed |
$49.3K - $53.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.77KClosed |
$38.9K - $42.1K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-894Closed |
$19.7K - $21.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791Closed |
$17.4K - $18.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-749Closed |
$16.5K - $17.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-550Closed |
$12.1K - $13.1K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 9.6% |
$2.09K - $2.26K
|
895
$19.2K
|
|
Q1 2022 | |||||||
Apr 18, 2022
Q1 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-504KClosed |
$12M - $12.8M
|
0
$0
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-69.9KClosed |
$1.66M - $1.77M
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20KClosed |
$474K - $505K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-10.1KClosed |
$239K - $254K
|
0
$0
|