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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
157New |
$3.38K - $3.49K
|
157
$3.52K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
141+ 0.74% |
$3.04K - $3.13K
|
19.3K
$433K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
136+ 0.32% |
$2.93K - $3.02K
|
42.6K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
133New |
$2.87K - $2.95K
|
133
$2.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
109+ 0.92% |
$2.35K - $2.42K
|
11.9K
$267K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.51K - $1.55K
|
70
$1.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.22% |
$733 - $755
|
15.2K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.19% |
$603 - $622
|
15K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
24+ 0.07% |
$517 - $533
|
36.1K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.87% |
$323 - $333
|
1.74K
$38.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 333.33% |
$216 - $222
|
13
$291
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 1.41% |
$21.6 - $22.2
|
72
$1.61K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$21.6 - $22.2
|
4.8K
$108K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.15% |
$21.6 - $22.2
|
666
$14.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-48- 0.25% |
$1.03K - $1.07K
|
19.5K
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 0.7% |
$1.57K - $1.62K
|
10.4K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-96- 0.95% |
$2.07K - $2.13K
|
9.98K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-202- 4.83% |
$4.35K - $4.48K
|
3.98K
$89.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-224- 17.5% |
$4.83K - $4.97K
|
1.06K
$23.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-227- 1.02% |
$4.89K - $5.04K
|
22.1K
$495K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-256- 4.08% |
$5.52K - $5.68K
|
6.02K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-256- 17.49% |
$5.52K - $5.68K
|
1.21K
$27.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-279- 1.65% |
$6.01K - $6.19K
|
16.7K
$373K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-318- 1.18% |
$6.85K - $7.06K
|
26.7K
$598K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-384- 0.8% |
$8.28K - $8.52K
|
47.6K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-432- 4.2% |
$9.31K - $9.59K
|
9.85K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-448- 0.75% |
$9.65K - $9.95K
|
59.6K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-455- 54.3% |
$9.81K - $10.1K
|
383
$8.58K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-478- 2.0% |
$10.3K - $10.6K
|
23.4K
$524K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-566- 1.03% |
$12.2K - $12.6K
|
54.3K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-782- 98.74% |
$16.9K - $17.4K
|
10
$224
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-810- 3.9% |
$17.5K - $18K
|
20K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-977- 36.55% |
$21.1K - $21.7K
|
1.7K
$38K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-984- 2.54% |
$21.2K - $21.8K
|
37.7K
$846K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 6.41% |
$22.7K - $23.4K
|
15.4K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 0.27% |
$27.5K - $28.3K
|
472K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.3K- 10.94% |
$28K - $28.8K
|
10.6K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.32K- 6.45% |
$28.4K - $29.3K
|
19.1K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.38K- 6.84% |
$29.8K - $30.7K
|
18.8K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.49K- 3.97% |
$32K - $33K
|
36K
$806K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.66K- 77.47% |
$35.9K - $36.9K
|
484
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.67K- 2.95% |
$35.9K - $37K
|
54.9K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.8K- 3.73% |
$38.9K - $40K
|
46.6K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 47.73% |
$39.9K - $41.1K
|
2.03K
$45.4K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.9K- 1.44% |
$40.8K - $42.1K
|
130K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.14K- 19.85% |
$46.2K - $47.6K
|
8.66K
$194K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.37K- 5.68% |
$51.1K - $52.6K
|
39.4K
$882K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.47K- 8.77% |
$53.3K - $54.9K
|
25.7K
$577K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.77K- 2.31% |
$59.7K - $61.5K
|
117K
$2.62M
|