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 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-837Closed |
$19.9K - $21.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.36K- 13.96% |
$32.2K - $34.3K
|
8.35K
$180K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.54K- 3.74% |
$36.6K - $39K
|
39.7K
$854K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.59K- 9.95% |
$37.6K - $40.1K
|
14.3K
$309K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 94.24% |
$39.6K - $42.2K
|
102
$2.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.78KClosed |
$42.3K - $45.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2KClosed |
$47.5K - $50.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.06K- 6.45% |
$48.8K - $52K
|
29.9K
$642K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.13K- 97.03% |
$50.4K - $53.8K
|
65
$1.4K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.16K- 5.66% |
$51.2K - $54.5K
|
35.9K
$773K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.71KClosed |
$64.2K - $68.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.72K- 9.46% |
$64.5K - $68.8K
|
26K
$560K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-3.04K- 9.79% |
$72.1K - $76.9K
|
28K
$603K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.17K- 2.61% |
$99K - $106K
|
155K
$3.34M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-4.4K- 22.93% |
$104K - $111K
|
14.8K
$319K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.59K- 95.59% |
$133K - $141K
|
258
$5.55K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-5.69K- 14.54% |
$135K - $144K
|
33.4K
$719K
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.44K- 0.4% |
$153K - $163K
|
1.6M
$34.5M
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.31K- 16.95% |
$197K - $210K
|
40.7K
$876K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-8.37K- 6.89% |
$199K - $212K
|
113K
$2.43M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.88KClosed |
$211K - $225K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.61KClosed |
$228K - $243K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-10.1KClosed |
$239K - $254K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3KClosed |
$245K - $261K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.2K- 9.35% |
$266K - $284K
|
109K
$2.34M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-17.3K- 5.32% |
$409K - $437K
|
307K
$6.6M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19.7K- 42.4% |
$468K - $499K
|
26.8K
$576K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20KClosed |
$474K - $505K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-20.3K- 8.92% |
$482K - $514K
|
207K
$4.46M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20.4K- 35.38% |
$483K - $515K
|
37.2K
$800K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21.8K- 22.52% |
$517K - $551K
|
75K
$1.61M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-23.5KClosed |
$557K - $594K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.5K- 38.82% |
$581K - $620K
|
38.6K
$831K
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-26K- 36.59% |
$617K - $658K
|
45.1K
$970K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.2K- 29.34% |
$669K - $713K
|
67.9K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.8K- 16.1% |
$778K - $829K
|
171K
$3.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-37.5K- 12.72% |
$890K - $949K
|
257K
$5.54M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42.2K- 14.99% |
$1M - $1.07M
|
239K
$5.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42.7K- 62.26% |
$1.01M - $1.08M
|
25.9K
$557K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-52.8K- 53.81% |
$1.25M - $1.34M
|
45.3K
$975K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-63.4K- 16.56% |
$1.5M - $1.6M
|
319K
$6.87M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-65.4K- 42.04% |
$1.55M - $1.65M
|
90.2K
$1.94M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-67.4K- 53.47% |
$1.6M - $1.7M
|
58.6K
$1.26M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-69.9KClosed |
$1.66M - $1.77M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-72.3K- 19.36% |
$1.72M - $1.83M
|
301K
$6.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-75.1KClosed |
$1.78M - $1.9M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-84.3K- 12.49% |
$2M - $2.13M
|
591K
$12.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-93.2K- 1.93% |
$2.21M - $2.36M
|
4.73M
$102M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-95.7K- 8.28% |
$2.27M - $2.42M
|
1.06M
$22.8M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-99.8KClosed |
$2.37M - $2.53M
|
0
$0
|