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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
11.3KNew |
$237K - $246K
|
11.3K
$242K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.8K+ 5.54% |
$225K - $234K
|
205K
$4.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$225K - $233K
|
10.7K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10.6K+ 5.65% |
$222K - $230K
|
198K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.4K+ 3.38% |
$219K - $227K
|
319K
$6.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.4KNew |
$218K - $227K
|
10.4K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4K+ 75.72% |
$218K - $226K
|
24.1K
$518K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10.4K+ 5.46% |
$217K - $226K
|
200K
$4.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.36K+ 28.63% |
$196K - $204K
|
42K
$903K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.17K+ 12.45% |
$192K - $199K
|
82.8K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.03K+ 7.22% |
$147K - $153K
|
104K
$2.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.72K+ 663.08% |
$141K - $146K
|
7.73K
$166K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.86K+ 5.81% |
$123K - $128K
|
107K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.71K+ 7.75% |
$120K - $124K
|
79.3K
$1.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.9K+ 11.02% |
$103K - $107K
|
49.3K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.7K+ 19.46% |
$98.6K - $102K
|
28.9K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.9K+ 1.39% |
$81.8K - $84.9K
|
285K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.87K+ 8.67% |
$81.1K - $84.1K
|
48.4K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.8K+ 1568.6% |
$79.6K - $82.6K
|
4.04K
$86.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.75K+ 1.23% |
$78.6K - $81.6K
|
309K
$6.63M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.45K+ 17245.0% |
$72.3K - $75.1K
|
3.47K
$74.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.21K+ 1.32% |
$67.3K - $69.8K
|
246K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.78K+ 1.98% |
$37.3K - $38.7K
|
91.8K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.64KNew |
$34.3K - $35.6K
|
1.64K
$35.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.61K+ 2.76% |
$33.8K - $35.1K
|
60K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$33.1K - $34.4K
|
1.58K
$33.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 10.63% |
$31.2K - $32.4K
|
15.5K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43KNew |
$30.1K - $31.2K
|
1.43K
$30.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.14K+ 3.41% |
$23.9K - $24.8K
|
34.6K
$744K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.1K+ 10.17% |
$23.1K - $23.9K
|
11.9K
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
912+ 1.55% |
$19.1K - $19.8K
|
59.9K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
825+ 40.4% |
$17.3K - $18K
|
2.87K
$61.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
698+ 3.09% |
$14.6K - $15.2K
|
23.3K
$500K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
541+ 0.65% |
$11.3K - $11.8K
|
84.3K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
500New |
$10.5K - $10.9K
|
500
$10.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
495+ 1.34% |
$10.4K - $10.8K
|
37.4K
$804K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
322+ 3.08% |
$6.75K - $7.01K
|
10.8K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
290+ 4.63% |
$6.08K - $6.31K
|
6.56K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
213+ 125.29% |
$4.47K - $4.63K
|
383
$8.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
198New |
$4.15K - $4.31K
|
198
$4.25K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107New |
$2.24K - $2.33K
|
107
$2.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
93New |
$1.95K - $2.02K
|
93
$2K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
68+ 0.6% |
$1.43K - $1.48K
|
11.4K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
62+ 3.82% |
$1.3K - $1.35K
|
1.69K
$36.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
49+ 0.48% |
$1.03K - $1.07K
|
10.3K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32+ 2.46% |
$671 - $696
|
1.33K
$28.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.38% |
$398 - $413
|
5K
$107K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.83% |
$356 - $370
|
2.07K
$44.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.8% |
$105 - $109
|
627
$13.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.75% |
$83.9 - $87
|
540
$11.6K
|