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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.07K- 1.31% |
$66.2K - $68.2K
|
232K
$5.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-3.85K- 3.25% |
$82.9K - $85.4K
|
114K
$2.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.03K- 7.26% |
$86.8K - $89.4K
|
51.5K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.49K- 1.23% |
$96.8K - $99.7K
|
359K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.9K- 23.9% |
$127K - $131K
|
18.8K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-6.08K- 51.72% |
$131K - $135K
|
5.67K
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.37K- 4.14% |
$137K - $141K
|
147K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-6.38K- 4.67% |
$137K - $142K
|
130K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.8K- 31.67% |
$147K - $151K
|
14.7K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-8.4K- 3.0% |
$181K - $186K
|
271K
$6.08M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-10.3KClosed |
$223K - $229K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.9K- 33.38% |
$234K - $241K
|
21.7K
$485K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-11.2K- 83.72% |
$240K - $248K
|
2.17K
$48.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 26.36% |
$252K - $259K
|
32.7K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-12.6K- 10.74% |
$271K - $279K
|
105K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.6K- 41.67% |
$315K - $324K
|
20.5K
$458K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-16.4K- 11.42% |
$352K - $363K
|
127K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.6K- 39.06% |
$359K - $370K
|
26K
$582K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 13.15% |
$395K - $407K
|
121K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-18.8K- 13.31% |
$404K - $417K
|
122K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-22.6K- 7.04% |
$486K - $501K
|
298K
$6.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.7K- 40.79% |
$488K - $503K
|
32.9K
$737K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-22.9K- 58.15% |
$494K - $509K
|
16.5K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.5K- 27.25% |
$528K - $544K
|
65.4K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-27K- 4.49% |
$581K - $599K
|
574K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-27.2K- 8.25% |
$586K - $604K
|
303K
$6.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-28.3K- 14.05% |
$611K - $629K
|
173K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30.7K- 50.2% |
$661K - $680K
|
30.4K
$681K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-30.9K- 30.08% |
$667K - $687K
|
71.9K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.8K- 32.79% |
$708K - $729K
|
67.3K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-35.7K- 24.09% |
$770K - $793K
|
113K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-46.6K- 77.46% |
$1M - $1.03M
|
13.6K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-47K- 44.6% |
$1.01M - $1.04M
|
58.4K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-49.4K- 54.39% |
$1.07M - $1.1M
|
41.5K
$929K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-54.9K- 4.49% |
$1.18M - $1.22M
|
1.17M
$26.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-77.3K- 30.4% |
$1.67M - $1.72M
|
177K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-100K- 4.61% |
$2.16M - $2.22M
|
2.07M
$46.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-113K- 82.26% |
$2.43M - $2.5M
|
24.3K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-216K- 29.33% |
$4.65M - $4.79M
|
520K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-337K- 93.93% |
$7.27M - $7.49M
|
21.8K
$488K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-443K- 66.23% |
$9.54M - $9.83M
|
226K
$5.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-557K- 94.01% |
$12M - $12.4M
|
35.6K
$797K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.48M- 97.14% |
$118M - $122M
|
161K
$3.61M
|