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 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-14.6K- 2.23% |
$307K - $318K
|
640K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-15.1K- 46.46% |
$316K - $328K
|
17.4K
$376K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-15.1K- 59.29% |
$317K - $329K
|
10.4K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15.7K- 1.96% |
$330K - $342K
|
787K
$17M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17.5K- 33.03% |
$367K - $381K
|
35.5K
$770K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-20.2K- 37.74% |
$423K - $439K
|
33.3K
$720K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 41.52% |
$444K - $460K
|
29.8K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-21.4K- 89.7% |
$449K - $466K
|
2.46K
$53.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-23K- 19.96% |
$481K - $500K
|
92K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.8K- 1.65% |
$520K - $540K
|
1.48M
$32M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-25.6K- 39.74% |
$538K - $558K
|
38.9K
$842K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-27K- 3.93% |
$566K - $588K
|
660K
$14.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-27.5K- 5.81% |
$577K - $599K
|
446K
$9.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-29.1K- 14.1% |
$610K - $633K
|
177K
$3.84M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-30.8K- 52.84% |
$646K - $670K
|
27.5K
$595K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35K- 10.43% |
$735K - $762K
|
301K
$6.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-75.7K- 53.35% |
$1.59M - $1.65M
|
66.2K
$1.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-106K- 7.65% |
$2.21M - $2.3M
|
1.28M
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-117K- 21.69% |
$2.45M - $2.55M
|
422K
$9.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-175K- 30.68% |
$3.67M - $3.8M
|
395K
$8.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-220K- 85.31% |
$4.62M - $4.79M
|
37.9K
$821K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-235K- 85.83% |
$4.94M - $5.12M
|
38.9K
$842K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-281K- 5.24% |
$5.89M - $6.12M
|
5.09M
$110M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-319K- 77.62% |
$6.68M - $6.93M
|
91.8K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-636K- 59.18% |
$13.3M - $13.8M
|
439K
$9.51M
|