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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 39.05% |
$875 - $932
|
64
$1.38K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 17.91% |
$256 - $273
|
55
$1.19K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-636K- 59.18% |
$13.3M - $13.8M
|
439K
$9.47M
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-30.8K- 52.84% |
$646K - $670K
|
27.5K
$593K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.2K- 5.24% |
$256K - $266K
|
221K
$4.77M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.12K- 28.48% |
$86.4K - $89.7K
|
10.3K
$223K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.4K- 8.74% |
$29.4K - $30.6K
|
14.7K
$316K
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.07K- 3.4% |
$22.4K - $23.2K
|
30.4K
$655K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.2K- 59.32% |
$496K - $511K
|
15.9K
$343K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.39K- 28.15% |
$115K - $119K
|
13.8K
$297K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.09K- 18.15% |
$44.8K - $46.1K
|
9.44K
$204K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-888Closed |
$19K - $19.6K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-878- 4.71% |
$18.8K - $19.4K
|
17.8K
$384K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-814- 1.71% |
$17.4K - $17.9K
|
46.8K
$1.01M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-573- 23.17% |
$12.3K - $12.6K
|
1.9K
$41K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 26.53% |
$2.14K - $2.2K
|
277
$5.98K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 18.68% |
$364 - $375
|
74
$1.6K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.01K- 4.95% |
$161K - $178K
|
154K
$3.32M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.49K- 9.19% |
$90.3K - $99.6K
|
44.4K
$958K
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 17.12% |
$47.9K - $52.8K
|
11.5K
$249K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.75K- 60.86% |
$35.2K - $38.8K
|
1.13K
$24.3K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-678- 62.32% |
$13.6K - $15K
|
410
$8.85K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-231- 2.3% |
$4.65K - $5.12K
|
9.8K
$211K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-331KClosed |
$6.86M - $7.27M
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.1K- 16.95% |
$273K - $289K
|
64.4K
$1.39M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.22K- 13.19% |
$66.7K - $70.6K
|
21.2K
$457K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.05K- 92.29% |
$42.4K - $44.9K
|
171
$3.69K
|
|
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
$164K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.62K- 18.64% |
$56.8K - $58.7K
|
11.4K
$247K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 83.91% |
$49.8K - $51.6K
|
441
$9.52K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-977- 44.61% |
$21.2K - $21.9K
|
1.21K
$26.2K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500- 67.66% |
$10.8K - $11.2K
|
239
$5.16K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 4.31% |
$390 - $404
|
400
$8.63K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-52.7K- 99.98% |
$1.13M - $1.19M
|
13
$281
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.16K- 19.27% |
$132K - $139K
|
25.8K
$557K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.7K- 60.76% |
$58K - $61.1K
|
1.74K
$37.6K
|
|
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
$226K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-411- 1.87% |
$8.82K - $9.3K
|
21.6K
$466K
|
|
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
|
|
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
$573K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.19K- 3.35% |
$25.3K - $28.1K
|
34.4K
$743K
|
|
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
$222K
|
|
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
$447K
|
|
Feb 13, 2025
Q2 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.4KClosed |
$471K - $510K
|
0
$0
|