Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO MOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.38K+ 7.24% |
$151K - $161K
|
94.5K
$2.08M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.32K+ 21.39% |
$126K - $135K
|
30.2K
$665K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.02K+ 1.53% |
$119K - $127K
|
334K
$7.35M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.93KNew |
$117K - $125K
|
4.93K
$109K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 14.48% |
$90K - $96K
|
30K
$661K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.35K+ 29.37% |
$79.5K - $84.8K
|
14.8K
$325K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.19K+ 1.34% |
$75.7K - $80.7K
|
242K
$5.33M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.02K+ 9.43% |
$71.7K - $76.4K
|
35.1K
$772K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.16K+ 55.25% |
$51.2K - $54.6K
|
6.06K
$134K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.12K+ 95.66% |
$50.2K - $53.5K
|
4.33K
$95.3K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64K+ 23.23% |
$39K - $41.6K
|
8.72K
$192K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.58KNew |
$37.6K - $40K
|
1.58K
$34.9K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.57KNew |
$37.3K - $39.7K
|
1.57K
$34.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.47K+ 0.48% |
$34.9K - $37.2K
|
309K
$6.79M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38K+ 6.51% |
$32.7K - $34.8K
|
22.5K
$496K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.33KNew |
$31.5K - $33.6K
|
1.33K
$29.2K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 1.47% |
$28.6K - $30.5K
|
82.9K
$1.83M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
894New |
$21.2K - $22.6K
|
894
$19.7K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
858+ 5.43% |
$20.4K - $21.7K
|
16.7K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
791New |
$18.8K - $20K
|
791
$17.4K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
711+ 7.64% |
$16.9K - $18K
|
10K
$221K
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
550New |
$13.1K - $13.9K
|
550
$12.1K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
483New |
$11.5K - $12.2K
|
483
$10.6K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
472New |
$11.2K - $11.9K
|
472
$10.4K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
460+ 0.78% |
$10.9K - $11.6K
|
59.4K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
303+ 3.56% |
$7.19K - $7.67K
|
8.8K
$194K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
268+ 462.07% |
$6.36K - $6.78K
|
326
$7.18K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
185+ 14.91% |
$4.39K - $4.68K
|
1.43K
$31.4K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
175+ 1.29% |
$4.15K - $4.43K
|
13.7K
$302K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
124+ 0.01% |
$2.94K - $3.14K
|
1.64M
$36M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
97+ 5.81% |
$2.3K - $2.45K
|
1.77K
$38.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
44+ 13.88% |
$1.04K - $1.11K
|
361
$7.95K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
24+ 0.69% |
$570 - $607
|
3.48K
$76.7K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 1.47% |
$427 - $455
|
1.24K
$27.3K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$47.5 - $50.6
|
352
$7.75K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.85% |
$23.7 - $25.3
|
55
$1.21K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1Closed |
$23.7 - $25.3
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-33- 73.33% |
$783 - $835
|
12
$264
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-44- 24.04% |
$1.04K - $1.11K
|
139
$3.06K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-115Closed |
$2.73K - $2.91K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-222- 4.82% |
$5.27K - $5.62K
|
4.39K
$96.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-255Closed |
$6.05K - $6.45K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-266- 9.73% |
$6.31K - $6.73K
|
2.47K
$54.4K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-281- 1.62% |
$6.67K - $7.11K
|
17.1K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-313- 1.11% |
$7.43K - $7.92K
|
28K
$617K
|
|
|
Feb 13, 2025
Q1 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-372- 1.71% |
$8.83K - $9.41K
|
21.4K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-508- 2.17% |
$12.1K - $12.9K
|
23K
$505K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-516Closed |
$12.2K - $13.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-526- 3.71% |
$12.5K - $13.3K
|
13.7K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-639- 5.84% |
$15.2K - $16.2K
|
10.3K
$227K
|