Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
9.84K+ 17.47% |
$213K - $221K
|
66.1K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.78K+ 1.67% |
$212K - $219K
|
596K
$12.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.7K+ 40.86% |
$210K - $218K
|
33.4K
$725K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.69KNew |
$210K - $217K
|
9.69K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.21KNew |
$200K - $206K
|
9.21K
$199K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.21K+ 32.18% |
$178K - $184K
|
33.7K
$730K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
7.58K+ 7.51% |
$164K - $170K
|
109K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.44K+ 1.57% |
$161K - $167K
|
482K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.41K+ 9.87% |
$161K - $166K
|
82.4K
$1.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.18K+ 0.86% |
$134K - $139K
|
729K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.88K+ 6.74% |
$127K - $132K
|
93K
$2.02M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.19K+ 45.65% |
$112K - $116K
|
16.6K
$359K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.85K+ 36.51% |
$105K - $109K
|
18.1K
$393K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.79K+ 19.19% |
$104K - $107K
|
29.7K
$645K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.72K+ 1.83% |
$102K - $106K
|
262K
$5.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
4.46K+ 44.2% |
$96.7K - $100K
|
14.6K
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.32K+ 8.97% |
$71.9K - $74.4K
|
40.3K
$874K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.2KNew |
$69.4K - $71.8K
|
3.2K
$69.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.14K+ 9.03% |
$68K - $70.4K
|
37.9K
$821K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.01K+ 1.28% |
$65.3K - $67.6K
|
239K
$5.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.93K+ 3.93% |
$63.5K - $65.7K
|
77.6K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.28K+ 22.15% |
$49.4K - $51.1K
|
12.6K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.26K+ 7.63% |
$49K - $50.6K
|
31.8K
$690K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.22KNew |
$48.1K - $49.7K
|
2.22K
$48K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2KNew |
$43.3K - $44.8K
|
2K
$43.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.85KNew |
$40.1K - $41.5K
|
1.85K
$40.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.53K+ 22.05% |
$33.1K - $34.2K
|
8.45K
$183K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.46K+ 12.75% |
$31.7K - $32.8K
|
12.9K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15KNew |
$24.9K - $25.8K
|
1.15K
$24.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 6.89% |
$24.1K - $25K
|
17.3K
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 8.97% |
$23.8K - $24.6K
|
13.3K
$289K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
888New |
$19.3K - $19.9K
|
888
$19.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
812+ 5.75% |
$17.6K - $18.2K
|
14.9K
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
761+ 6.49% |
$16.5K - $17.1K
|
12.5K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
630+ 5.28% |
$13.7K - $14.1K
|
12.6K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
622New |
$13.5K - $14K
|
622
$13.5K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
565+ 0.44% |
$12.2K - $12.7K
|
130K
$2.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
517+ 3.79% |
$11.2K - $11.6K
|
14.2K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
420+ 4.53% |
$9.11K - $9.42K
|
9.7K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
269+ 43.25% |
$5.83K - $6.03K
|
891
$19.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
265+ 3.41% |
$5.75K - $5.94K
|
8.04K
$174K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
265+ 0.18% |
$5.75K - $5.94K
|
148K
$3.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
241+ 1.32% |
$5.22K - $5.41K
|
18.5K
$400K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
222+ 0.35% |
$4.81K - $4.98K
|
63.2K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
202+ 1.14% |
$4.38K - $4.53K
|
17.9K
$388K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
72+ 0.62% |
$1.56K - $1.61K
|
11.6K
$252K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52New |
$1.13K - $1.17K
|
52
$1.13K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 9.0% |
$976 - $1.01K
|
545
$11.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28New |
$607 - $628
|
28
$607
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$477 - $493
|
22
$477
|