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 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-901- 7.18% |
$18.7K - $19.8K
|
11.7K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 69.54% |
$20.7K - $22K
|
438
$9.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.74K- 13.89% |
$36K - $38.1K
|
10.8K
$233K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.05K- 92.29% |
$42.4K - $44.9K
|
171
$3.71K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 6.32% |
$45.9K - $48.6K
|
32.9K
$713K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.25K- 3.81% |
$46.7K - $49.5K
|
56.9K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.28K- 18.13% |
$47.2K - $50K
|
10.3K
$223K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.45K- 11.04% |
$50.8K - $53.8K
|
19.8K
$428K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.05K- 17.98% |
$63.2K - $67K
|
13.9K
$302K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.05K- 17.98% |
$63.2K - $67K
|
13.9K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.22K- 13.19% |
$66.7K - $70.6K
|
21.2K
$459K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.35K- 0.99% |
$69.4K - $73.5K
|
336K
$7.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.56K- 21.33% |
$73.7K - $78.1K
|
13.1K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 20.19% |
$74.9K - $79.4K
|
14.3K
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.71K- 20.08% |
$76.8K - $81.4K
|
14.8K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.83K- 5.65% |
$79.4K - $84.1K
|
63.9K
$1.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.21K- 12.58% |
$87.2K - $92.4K
|
29.2K
$634K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.72K- 20.49% |
$97.9K - $104K
|
18.3K
$398K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5.02K- 55.68% |
$104K - $110K
|
4K
$86.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.13K- 0.7% |
$106K - $113K
|
724K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.15K- 16.28% |
$127K - $135K
|
31.6K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.86K- 17.02% |
$142K - $151K
|
33.5K
$726K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-8.51K- 3.0% |
$176K - $187K
|
275K
$5.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-8.57K- 4.61% |
$178K - $188K
|
177K
$3.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-8.85K- 7.24% |
$184K - $194K
|
113K
$2.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.53K- 18.12% |
$198K - $209K
|
43.1K
$934K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.58K- 5.12% |
$199K - $210K
|
177K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-11.9K- 12.83% |
$247K - $262K
|
81.1K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.1K- 16.95% |
$273K - $289K
|
64.4K
$1.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13.3K- 10.27% |
$277K - $293K
|
117K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-14.3K- 22.68% |
$297K - $315K
|
48.9K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15K- 1.77% |
$312K - $330K
|
832K
$18.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-15.1K- 5.03% |
$314K - $333K
|
286K
$6.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.9K- 27.95% |
$330K - $350K
|
41.1K
$891K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-20KClosed |
$415K - $439K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-25.3K- 19.28% |
$525K - $556K
|
106K
$2.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-28.2K- 45.52% |
$585K - $619K
|
33.8K
$732K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-28.6K- 35.16% |
$593K - $629K
|
52.8K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-31.9K- 1.36% |
$661K - $700K
|
2.32M
$50.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-34.3K- 67.56% |
$711K - $753K
|
16.5K
$357K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-51.3K- 34.69% |
$1.06M - $1.13M
|
96.5K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66.3K- 76.81% |
$1.37M - $1.46M
|
20K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 63.17% |
$2.18M - $2.31M
|
61.4K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-116K- 92.32% |
$2.41M - $2.56M
|
9.69K
$210K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130K- 50.83% |
$2.7M - $2.86M
|
126K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-197K- 23.71% |
$4.07M - $4.32M
|
632K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-237K- 39.4% |
$4.92M - $5.21M
|
365K
$7.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-298K- 83.47% |
$6.18M - $6.54M
|
59K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-331KClosed |
$6.86M - $7.27M
|
0
$0
|