Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21.6K+ 960.33% |
$463K - $476K
|
23.9K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.4KNew |
$459K - $472K
|
21.4K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21.1K+ 34.18% |
$453K - $466K
|
83K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20.5K+ 23.27% |
$439K - $452K
|
109K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
17.4K+ 17.25% |
$372K - $383K
|
118K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16.1KNew |
$344K - $354K
|
16.1K
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
13.7KNew |
$294K - $302K
|
13.7K
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.2K+ 29.19% |
$283K - $291K
|
58.4K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
13.1K+ 68.12% |
$281K - $290K
|
32.4K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4KNew |
$267K - $274K
|
12.4K
$269K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 18.76% |
$260K - $267K
|
76.8K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12K+ 9.18% |
$258K - $265K
|
143K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.5KNew |
$246K - $253K
|
11.5K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
10.3KNew |
$220K - $227K
|
10.3K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.86K+ 1043.7% |
$211K - $217K
|
10.8K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.51K+ 14.83% |
$204K - $210K
|
73.6K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.59K+ 70.69% |
$184K - $189K
|
20.7K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.21K+ 3.56% |
$176K - $181K
|
239K
$5.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.94K+ 4.0% |
$170K - $175K
|
206K
$4.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.91K+ 4.34% |
$169K - $174K
|
190K
$4.11M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.86K+ 26.4% |
$147K - $151K
|
32.8K
$710K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.24KNew |
$134K - $138K
|
6.24K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
5.74K+ 2.16% |
$123K - $127K
|
272K
$5.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 12.43% |
$122K - $126K
|
51.7K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55KNew |
$119K - $122K
|
5.55K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.88K+ 19.09% |
$105K - $108K
|
30.4K
$659K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.36K+ 39.59% |
$93.3K - $96.1K
|
15.4K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.88K+ 25.72% |
$83K - $85.4K
|
18.9K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.77K+ 1.14% |
$80.8K - $83.2K
|
336K
$7.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.49K+ 12.51% |
$74.8K - $77K
|
31.4K
$680K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3KNew |
$64.2K - $66.1K
|
3K
$64.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3K+ 15.71% |
$64.1K - $66K
|
22.1K
$477K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.78K+ 5.84% |
$59.4K - $61.2K
|
50.3K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.76K+ 8.13% |
$59K - $60.8K
|
36.7K
$794K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.75KNew |
$58.9K - $60.7K
|
2.75K
$59.5K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.68K+ 12.32% |
$57.3K - $59K
|
24.4K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.57K+ 5.84% |
$55K - $56.6K
|
46.5K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.32K+ 7.95% |
$49.6K - $51K
|
31.5K
$681K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.86K+ 17.66% |
$39.8K - $40.9K
|
12.4K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.62KNew |
$34.7K - $35.8K
|
1.62K
$35.1K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.55K+ 6.26% |
$33.2K - $34.1K
|
26.3K
$569K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.4K+ 14.81% |
$29.9K - $30.7K
|
10.8K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.23KNew |
$26.4K - $27.2K
|
1.23K
$26.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.11K+ 28.51% |
$23.7K - $24.4K
|
4.98K
$108K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
897New |
$19.2K - $19.8K
|
897
$19.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
612+ 10.82% |
$13.1K - $13.5K
|
6.27K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
611+ 4.84% |
$13.1K - $13.5K
|
13.2K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
589+ 0.45% |
$12.6K - $13K
|
132K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
499New |
$10.7K - $11K
|
499
$10.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
492+ 0.97% |
$10.5K - $10.8K
|
51K
$1.1M
|