Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.1M+ 8.44% |
$230M - $234M
|
117M
$2.54B
|
|
|
Feb 09, 2022
Q4 2021
|
Capitol Family Office, Inc.
|
BUY
|
- |
504KNew |
$12.8M - $13M
|
504K
$10.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
463KNew |
$11.7M - $11.9M
|
463K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
454K+ 44.18% |
$11.5M - $11.7M
|
1.48M
$32.2M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
403KNew |
$10.2M - $10.4M
|
403K
$8.75M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
383KNew |
$9.69M - $9.84M
|
383K
$8.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310K+ 6.88% |
$7.86M - $7.98M
|
4.82M
$105M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
210K+ 32810.16% |
$5.32M - $5.4M
|
211K
$4.57M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
208K+ 14.56% |
$5.26M - $5.35M
|
1.64M
$35.5M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
198KNew |
$5.02M - $5.1M
|
198K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
164K+ 16.54% |
$4.16M - $4.22M
|
1.16M
$25.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
156KNew |
$3.94M - $4M
|
156K
$3.37M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
120K+ 15.16% |
$3.04M - $3.09M
|
913K
$19.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
103K+ 37.99% |
$2.6M - $2.64M
|
373K
$8.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
93.7K+ 22.16% |
$2.37M - $2.41M
|
516K
$11.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
82.7KNew |
$2.1M - $2.13M
|
82.7K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
75.1KNew |
$1.9M - $1.93M
|
75.1K
$1.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
72.6K+ 12.05% |
$1.84M - $1.87M
|
675K
$14.6M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
69.9KNew |
$1.77M - $1.8M
|
69.9K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
58.9KNew |
$1.49M - $1.51M
|
58.9K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$1.49M - $1.51M
|
58.9K
$1.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
58.2K+ 450.54% |
$1.47M - $1.5M
|
71.1K
$1.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
57.6KNew |
$1.46M - $1.48M
|
57.6K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.3KNew |
$1.45M - $1.47M
|
57.3K
$1.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
55.5KNew |
$1.41M - $1.43M
|
55.5K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
53.5K+ 3.44% |
$1.35M - $1.38M
|
1.61M
$34.9M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
39.1KNew |
$991K - $1.01M
|
39.1K
$848K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
37.4K+ 410.73% |
$947K - $962K
|
46.5K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
35.8K+ 13.84% |
$908K - $922K
|
295K
$6.4M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
30.3KNew |
$767K - $779K
|
30.3K
$657K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28.5KNew |
$723K - $734K
|
28.5K
$619K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
28.3KNew |
$717K - $728K
|
28.3K
$614K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
24.9KNew |
$630K - $640K
|
24.9K
$540K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
24.4K+ 18.1% |
$619K - $629K
|
159K
$3.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
19.2KNew |
$486K - $494K
|
19.2K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
19K+ 4.6% |
$480K - $487K
|
431K
$9.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.4K+ 14.97% |
$415K - $422K
|
126K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.3K+ 4.88% |
$387K - $393K
|
329K
$7.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.3K+ 51.95% |
$363K - $369K
|
41.9K
$909K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13K+ 5.77% |
$330K - $335K
|
239K
$5.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$289K - $294K
|
11.4K
$248K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$289K - $294K
|
11.4K
$248K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 3.74% |
$287K - $292K
|
314K
$6.82M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.31KNew |
$236K - $239K
|
9.31K
$202K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.88KNew |
$225K - $228K
|
8.88K
$192K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.5KNew |
$215K - $219K
|
8.5K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.76K+ 1.53% |
$197K - $200K
|
514K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.04K+ 28.16% |
$178K - $181K
|
32K
$695K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.31K+ 0.13% |
$135K - $137K
|
3.99M
$86.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4.62K+ 1.45% |
$117K - $119K
|
324K
$7.03M
|