Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.7K+ 9.21% |
$274K - $282K
|
151K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
12.6K+ 5.19% |
$272K - $280K
|
256K
$5.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.6K+ 2.27% |
$271K - $279K
|
566K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 9.27% |
$264K - $272K
|
144K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
11.5K+ 8.82% |
$248K - $256K
|
142K
$3.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.1K+ 22.23% |
$238K - $245K
|
60.8K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
11K+ 34.94% |
$237K - $244K
|
42.4K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$227K - $233K
|
10.5K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
10.1KNew |
$219K - $225K
|
10.1K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.63K+ 11.96% |
$208K - $214K
|
90.2K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.37KNew |
$202K - $208K
|
9.37K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.17K+ 4.29% |
$198K - $204K
|
223K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.25K+ 15.46% |
$178K - $183K
|
61.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.45K+ 38.65% |
$161K - $165K
|
26.7K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.88K+ 14.59% |
$148K - $153K
|
54.1K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.52K+ 2.74% |
$141K - $145K
|
244K
$5.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.9K+ 437.14% |
$127K - $131K
|
7.25K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.61K+ 7.43% |
$121K - $124K
|
81.1K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.56K+ 27.41% |
$98.2K - $101K
|
21.2K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.17K+ 2.74% |
$89.9K - $92.6K
|
156K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.16K+ 5.37% |
$89.7K - $92.4K
|
81.6K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 2.33% |
$80.4K - $82.9K
|
164K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.47K+ 23.84% |
$74.8K - $77.1K
|
18K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.35K+ 176.42% |
$72.2K - $74.4K
|
5.25K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.24K+ 622.5% |
$69.8K - $71.9K
|
3.76K
$84.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.94K+ 10.05% |
$63.4K - $65.3K
|
32.2K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.91K+ 127.34% |
$62.6K - $64.5K
|
5.19K
$116K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.56K+ 11.67% |
$55.1K - $56.8K
|
24.5K
$549K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.4K+ 2.03% |
$51.8K - $53.4K
|
121K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32K+ 18.9% |
$50K - $51.5K
|
14.6K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.25K+ 6.78% |
$48.5K - $50K
|
35.5K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.15K+ 4.28% |
$46.4K - $47.8K
|
52.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08K+ 14.95% |
$44.8K - $46.1K
|
16K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.01K+ 185.07% |
$43.3K - $44.6K
|
3.09K
$69.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.84K+ 1.56% |
$39.7K - $40.9K
|
120K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.74KNew |
$37.6K - $38.7K
|
1.74K
$39.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.41K+ 3.29% |
$30.4K - $31.3K
|
44.2K
$990K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.1K+ 1.17% |
$23.7K - $24.4K
|
95K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 666.67% |
$21.6K - $22.2K
|
1.15K
$25.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
875+ 2.67% |
$18.9K - $19.4K
|
33.7K
$754K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
800New |
$17.2K - $17.8K
|
800
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
800+ 5.84% |
$17.2K - $17.8K
|
14.5K
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
655New |
$14.1K - $14.5K
|
655
$14.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
625New |
$13.5K - $13.9K
|
625
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
395+ 2.23% |
$8.51K - $8.77K
|
18.1K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
371+ 1.6% |
$8K - $8.24K
|
23.6K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
371New |
$8K - $8.24K
|
371
$8.31K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
334+ 1670.0% |
$7.2K - $7.41K
|
354
$7.93K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
274+ 0.3% |
$5.9K - $6.08K
|
92.6K
$2.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
243New |
$5.24K - $5.39K
|
243
$5.45K
|