Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.43M+ 3.25% |
$114M - $118M
|
173M
$3.71B
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25M+ 68.47% |
$26.2M - $27.2M
|
3.08M
$66.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 10.59% |
$21.2M - $22M
|
10.6M
$227M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
961K+ 102.86% |
$20.2M - $20.9M
|
1.9M
$40.7M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
529K+ 16.99% |
$11.1M - $11.5M
|
3.64M
$78.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
324KNew |
$6.79M - $7.04M
|
324K
$6.95M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
320K+ 12.4% |
$6.71M - $6.96M
|
2.9M
$62.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
314K+ 22.45% |
$6.58M - $6.83M
|
1.71M
$36.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
212KNew |
$4.44M - $4.61M
|
212K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
206K+ 11.37% |
$4.31M - $4.47M
|
2.01M
$43.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
199K+ 13.11% |
$4.18M - $4.34M
|
1.72M
$36.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
198K+ 98.81% |
$4.16M - $4.32M
|
399K
$8.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
187K+ 12.31% |
$3.93M - $4.08M
|
1.71M
$36.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
184K+ 169.82% |
$3.87M - $4.01M
|
293K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
145K+ 1261.55% |
$3.04M - $3.16M
|
157K
$3.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
124K+ 13.61% |
$2.61M - $2.71M
|
1.04M
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
121K+ 78.99% |
$2.53M - $2.63M
|
274K
$5.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
94.9KNew |
$1.99M - $2.06M
|
94.9K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
93.8KNew |
$1.97M - $2.04M
|
93.8K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
77.9KNew |
$1.63M - $1.7M
|
77.9K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.6K+ 3.32% |
$1.38M - $1.43M
|
2.04M
$43.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
49.3K+ 55.18% |
$1.03M - $1.07M
|
139K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.8K+ 30.87% |
$961K - $997K
|
194K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.3KNew |
$886K - $919K
|
42.3K
$908K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.1K+ 21.9% |
$841K - $872K
|
223K
$4.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
39.5KNew |
$828K - $859K
|
39.5K
$848K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.2K+ 182.89% |
$822K - $853K
|
60.6K
$1.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
38K+ 2.73% |
$796K - $826K
|
1.43M
$30.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
38K+ 2.73% |
$796K - $826K
|
1.43M
$30.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
37.4K+ 5.83% |
$784K - $814K
|
679K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
33K+ 23.05% |
$692K - $718K
|
176K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 2.01% |
$599K - $622K
|
1.45M
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9K+ 2065.18% |
$565K - $586K
|
28.2K
$606K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
25.8K+ 3.56% |
$541K - $562K
|
751K
$16.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
25.6K+ 7.13% |
$537K - $557K
|
385K
$8.26M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.2KNew |
$528K - $548K
|
25.2K
$541K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23K+ 6.48% |
$483K - $501K
|
379K
$8.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
22.9KNew |
$480K - $498K
|
22.9K
$491K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.6KNew |
$474K - $492K
|
22.6K
$486K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22KNew |
$461K - $478K
|
22K
$472K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
19.7K+ 17.14% |
$414K - $429K
|
135K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19KNew |
$399K - $414K
|
19K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18.6K+ 4.08% |
$390K - $405K
|
475K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.8K+ 13.07% |
$374K - $388K
|
154K
$3.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
17.6K+ 9.16% |
$369K - $383K
|
210K
$4.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.2KNew |
$298K - $309K
|
14.2K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$288K - $299K
|
13.7K
$295K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
13K+ 15.12% |
$272K - $282K
|
98.7K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 33.03% |
$254K - $264K
|
48.8K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.5K+ 43.87% |
$242K - $251K
|
37.9K
$813K
|