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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12New |
$260 - $269
|
12
$260
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 0.27% |
$130 - $135
|
2.22K
$48.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.79% |
$21.7 - $22.4
|
57
$1.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 4.31% |
$390 - $404
|
400
$8.67K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-87- 0.27% |
$1.89K - $1.95K
|
31.6K
$684K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-141- 0.24% |
$3.06K - $3.16K
|
59.2K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-211- 0.82% |
$4.57K - $4.73K
|
25.6K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-242- 0.79% |
$5.25K - $5.43K
|
30.3K
$657K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-300- 40.11% |
$6.5K - $6.73K
|
448
$9.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500- 67.66% |
$10.8K - $11.2K
|
239
$5.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-601- 3.29% |
$13K - $13.5K
|
17.7K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-671- 40.49% |
$14.5K - $15.1K
|
986
$21.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-721- 1.22% |
$15.6K - $16.2K
|
58.5K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-870- 3.67% |
$18.9K - $19.5K
|
22.9K
$496K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-977- 44.61% |
$21.2K - $21.9K
|
1.21K
$26.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.05K- 2.2% |
$22.9K - $23.6K
|
46.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.17K- 44.86% |
$25.4K - $26.2K
|
1.44K
$31.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21K- 6.62% |
$26.3K - $27.2K
|
17.1K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.25K- 19.28% |
$27.2K - $28.1K
|
5.25K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.42K- 1.15% |
$30.8K - $31.9K
|
122K
$2.65M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.27K- 2.71% |
$49.2K - $50.9K
|
81.4K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 83.91% |
$49.8K - $51.6K
|
441
$9.56K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.32K- 3.3% |
$50.2K - $51.9K
|
67.8K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.45K- 2.73% |
$53.1K - $54.9K
|
87K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.62K- 18.64% |
$56.8K - $58.7K
|
11.4K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.9K- 10.62% |
$62.9K - $65.1K
|
24.4K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3K- 7.36% |
$65K - $67.2K
|
37.7K
$818K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.63K- 19.85% |
$78.6K - $81.3K
|
14.6K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.66K- 19.42% |
$79.4K - $82.2K
|
15.2K
$329K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.96K- 7.01% |
$85.9K - $88.9K
|
52.6K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.28K- 1.46% |
$92.9K - $96.1K
|
290K
$6.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.65K- 21.53% |
$101K - $104K
|
17K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.31K- 99.83% |
$115K - $119K
|
9
$195
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.55K- 42.16% |
$120K - $124K
|
7.61K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.44K- 7.59% |
$140K - $144K
|
78.4K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.55K- 3.4% |
$142K - $147K
|
186K
$4.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.57K- 22.18% |
$143K - $147K
|
23.1K
$500K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.79K- 28.95% |
$147K - $152K
|
16.7K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.71K- 3.42% |
$189K - $195K
|
246K
$5.32M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.99K- 20.4% |
$195K - $202K
|
35.1K
$760K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-10.9K- 14.94% |
$236K - $244K
|
62K
$1.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-11.3K- 3.82% |
$244K - $252K
|
283K
$6.14M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.8K- 0.54% |
$278K - $287K
|
2.35M
$51M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.4K- 7.62% |
$334K - $346K
|
187K
$4.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-16.1K- 39.74% |
$349K - $361K
|
24.4K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 1.5% |
$405K - $419K
|
1.23M
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-18.8K- 3.03% |
$408K - $422K
|
603K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22.8K- 6.43% |
$493K - $510K
|
331K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22.9K- 2.56% |
$496K - $513K
|
870K
$18.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30.8K- 58.1% |
$668K - $691K
|
22.2K
$481K
|