Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3.65K- 53.81% |
$80.4K - $87.1K
|
3.14K
$67.4K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.07K- 4.31% |
$89.6K - $97K
|
90.5K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.27K- 20.8% |
$94K - $102K
|
16.3K
$349K
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.83K- 13.41% |
$106K - $115K
|
31.1K
$669K
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-4.89K- 7.34% |
$108K - $117K
|
61.7K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.96K- 29.74% |
$109K - $118K
|
11.7K
$252K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.25K- 4.65% |
$138K - $149K
|
128K
$2.75M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.95K- 2.26% |
$153K - $166K
|
300K
$6.44M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.29K- 3.38% |
$182K - $198K
|
237K
$5.1M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.35KClosed |
$184K - $199K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.64KClosed |
$190K - $206K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-8.65KClosed |
$190K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.7K- 4.2% |
$191K - $207K
|
199K
$4.26M
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.8KClosed |
$194K - $210K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.88K- 21.8% |
$195K - $212K
|
31.8K
$684K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.9KClosed |
$196K - $212K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9.82K- 93.94% |
$216K - $234K
|
633
$13.6K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-10.8KClosed |
$237K - $257K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11.5K- 14.32% |
$253K - $274K
|
68.9K
$1.48M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-12.3KClosed |
$271K - $293K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 43.51% |
$273K - $296K
|
16.1K
$346K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13.4K- 98.67% |
$294K - $319K
|
180
$3.87K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-13.6K- 39.09% |
$299K - $324K
|
21.2K
$455K
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13.7KClosed |
$301K - $326K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7KClosed |
$302K - $327K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-13.9K- 4.51% |
$306K - $332K
|
295K
$6.33M
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-14.1K- 31.3% |
$311K - $336K
|
31K
$665K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-14.3KClosed |
$316K - $342K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-14.8KClosed |
$326K - $353K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-17.4KClosed |
$383K - $415K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.7K- 45.79% |
$389K - $421K
|
20.9K
$450K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-17.9K- 16.48% |
$394K - $427K
|
90.8K
$1.95M
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-24.6K- 54.28% |
$541K - $586K
|
20.7K
$445K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-24.8K- 68.89% |
$545K - $590K
|
11.2K
$240K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-26.1K- 34.83% |
$575K - $622K
|
48.9K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-26.8KClosed |
$589K - $638K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-27.1K- 40.94% |
$597K - $647K
|
39.1K
$841K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.2KClosed |
$665K - $720K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-30.7K- 9.45% |
$676K - $732K
|
294K
$6.32M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.8K- 46.82% |
$700K - $758K
|
36.1K
$776K
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-45.6KClosed |
$1M - $1.09M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-45.7K- 1.11% |
$1.01M - $1.09M
|
4.08M
$87.5M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-48.1K- 75.03% |
$1.06M - $1.15M
|
16K
$344K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-56.1K- 43.99% |
$1.23M - $1.34M
|
71.4K
$1.53M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-58.6KClosed |
$1.29M - $1.4M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-63.2K- 26.11% |
$1.39M - $1.51M
|
179K
$3.84M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-75.6K- 20.11% |
$1.66M - $1.8M
|
300K
$6.45M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-89.1K- 41.5% |
$1.96M - $2.12M
|
126K
$2.7M
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-112K- 52.6% |
$2.45M - $2.66M
|
100K
$2.16M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-139K- 8.49% |
$3.06M - $3.31M
|
1.5M
$32.1M
|