Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.06M+ 5.36% |
$167M - $177M
|
158M
$3.43B
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.21M+ 17.59% |
$25M - $26.5M
|
8.06M
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.06M+ 6194.76% |
$22M - $23.3M
|
1.08M
$23.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
468KNew |
$9.7M - $10.3M
|
468K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
298KNew |
$6.18M - $6.54M
|
298K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
294KNew |
$6.1M - $6.46M
|
294K
$6.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
232KNew |
$4.81M - $5.1M
|
232K
$5.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
230K+ 6.47% |
$4.77M - $5.06M
|
3.79M
$82.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202K+ 79.61% |
$4.2M - $4.45M
|
457K
$9.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
185KNew |
$3.84M - $4.07M
|
185K
$4.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
159K+ 14.57% |
$3.3M - $3.49M
|
1.25M
$27.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
152K+ 103.24% |
$3.16M - $3.34M
|
300K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
139K+ 34.45% |
$2.89M - $3.06M
|
543K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
139K+ 5.86% |
$2.88M - $3.05M
|
2.51M
$54.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 14.75% |
$2.53M - $2.68M
|
949K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
121KNew |
$2.5M - $2.65M
|
121K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
112K+ 46.29% |
$2.32M - $2.46M
|
354K
$7.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
103K+ 35.4% |
$2.13M - $2.25M
|
392K
$8.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
84.6K+ 707.39% |
$1.75M - $1.86M
|
96.5K
$2.09M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
83.4K+ 459.46% |
$1.73M - $1.83M
|
101K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82K+ 5.86% |
$1.7M - $1.8M
|
1.48M
$32.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.4K+ 5.81% |
$1.48M - $1.57M
|
1.3M
$28.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.2K+ 17.26% |
$855K - $906K
|
280K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 145.36% |
$852K - $903K
|
69.4K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
40.4K+ 275.77% |
$837K - $887K
|
55K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
38.5KNew |
$797K - $844K
|
38.5K
$834K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
36.3K+ 60.43% |
$753K - $798K
|
96.4K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
27.5K+ 4.54% |
$569K - $603K
|
633K
$13.7M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
24.3K+ 33.63% |
$504K - $534K
|
96.5K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
23.4K+ 502.1% |
$486K - $515K
|
28.1K
$610K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
22.1K+ 33.39% |
$458K - $486K
|
88.3K
$1.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20.3K+ 14.73% |
$422K - $447K
|
158K
$3.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
19.8K+ 2.96% |
$411K - $436K
|
691K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
19.3K+ 13.53% |
$400K - $424K
|
162K
$3.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.8K+ 49.55% |
$389K - $412K
|
56.7K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
18.6K+ 82.84% |
$386K - $409K
|
41.1K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.5K+ 6.67% |
$384K - $406K
|
296K
$6.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
15.5K+ 1574.85% |
$322K - $341K
|
16.5K
$358K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$320K - $339K
|
15.4K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 163.09% |
$311K - $330K
|
24.2K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 1.51% |
$272K - $288K
|
883K
$19.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13KNew |
$270K - $286K
|
13K
$283K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13K+ 1.18% |
$269K - $285K
|
1.12M
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.5KNew |
$259K - $275K
|
12.5K
$271K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
12.2K+ 4.66% |
$254K - $269K
|
275K
$5.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 2.06% |
$250K - $265K
|
599K
$13M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2KNew |
$211K - $224K
|
10.2K
$221K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10KNew |
$208K - $220K
|
10K
$218K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.73K+ 23.52% |
$181K - $192K
|
45.8K
$994K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.32K+ 24.68% |
$172K - $183K
|
42K
$912K
|