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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
365+ 0.92% |
$7.81K - $8.04K
|
40K
$866K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
363+ 3.53% |
$7.77K - $8K
|
10.6K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
303+ 1.53% |
$6.49K - $6.68K
|
20.1K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
242New |
$5.18K - $5.33K
|
242
$5.23K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
218+ 0.08% |
$4.67K - $4.8K
|
282K
$6.09M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
170New |
$3.64K - $3.75K
|
170
$3.68K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
167+ 287.93% |
$3.58K - $3.68K
|
225
$4.87K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
110+ 1.06% |
$2.36K - $2.42K
|
10.4K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
106+ 0.2% |
$2.27K - $2.34K
|
52.7K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105New |
$2.25K - $2.31K
|
105
$2.27K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104New |
$2.23K - $2.29K
|
104
$2.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
97+ 1.06% |
$2.08K - $2.14K
|
9.24K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
84New |
$1.8K - $1.85K
|
84
$1.82K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80New |
$1.71K - $1.76K
|
80
$1.73K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70+ 777.78% |
$1.5K - $1.54K
|
79
$1.71K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
67+ 0.48% |
$1.43K - $1.48K
|
14K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67New |
$1.43K - $1.48K
|
67
$1.45K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66New |
$1.41K - $1.45K
|
66
$1.43K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
62+ 3.11% |
$1.33K - $1.37K
|
2.06K
$44.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57+ 0.02% |
$1.22K - $1.26K
|
379K
$8.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51New |
$1.09K - $1.12K
|
51
$1.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$428 - $441
|
20
$433
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
8+ 0.01% |
$171 - $176
|
64.5K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.56% |
$64.2 - $66.1
|
536
$11.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1- -0.0% |
$21.4 - $22
|
40K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-17- 0.08% |
$364 - $375
|
22.6K
$488K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 18.68% |
$364 - $375
|
74
$1.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-28- 0.25% |
$599 - $617
|
11.3K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 26.53% |
$2.14K - $2.2K
|
277
$5.99K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-119- 10.51% |
$2.55K - $2.62K
|
1.01K
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 48.33% |
$2.78K - $2.87K
|
139
$3.01K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 0.26% |
$3.53K - $3.64K
|
62.7K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-193- 12.94% |
$4.13K - $4.25K
|
1.3K
$28.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-290- 0.3% |
$6.21K - $6.39K
|
96K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-573- 23.17% |
$12.3K - $12.6K
|
1.9K
$41.1K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-694- 4.84% |
$14.9K - $15.3K
|
13.7K
$295K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-814- 1.71% |
$17.4K - $17.9K
|
46.8K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-862- 58.09% |
$18.5K - $19K
|
622
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-878- 4.71% |
$18.8K - $19.4K
|
17.8K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-931- 1.03% |
$19.9K - $20.5K
|
89.4K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 42.35% |
$32.1K - $33.1K
|
2.04K
$44.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.58K- 78.29% |
$33.9K - $34.9K
|
439
$9.5K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.09K- 3.74% |
$44.8K - $46.1K
|
53.9K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.09K- 18.15% |
$44.8K - $46.1K
|
9.44K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.84K- 0.31% |
$60.8K - $62.6K
|
914K
$19.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.94K- 8.05% |
$62.9K - $64.8K
|
33.6K
$726K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.47K- 6.34% |
$74.3K - $76.5K
|
51.3K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.38K- 13.99% |
$93.8K - $96.6K
|
26.9K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.8K- 5.89% |
$103K - $106K
|
76.8K
$1.66M
|