Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.67M+ 3.66% |
$97M - $104M
|
132M
$2.82B
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.5MNew |
$51.8M - $55.8M
|
2.5M
$53.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.29M+ 296.05% |
$26.8M - $28.9M
|
1.73M
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
996KNew |
$20.7M - $22.3M
|
996K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
852KNew |
$17.7M - $19M
|
852K
$18.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
782K+ 46411.75% |
$16.2M - $17.5M
|
784K
$16.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
439K+ 13.06% |
$9.11M - $9.81M
|
3.8M
$80.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
416K+ 88130.3% |
$8.64M - $9.3M
|
416K
$8.86M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
386K+ 24.85% |
$8.01M - $8.62M
|
1.94M
$41.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
330K+ 30.78% |
$6.85M - $7.37M
|
1.4M
$29.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
141KNew |
$2.92M - $3.14M
|
141K
$2.99M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
134K+ 24.37% |
$2.78M - $3M
|
684K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
104KNew |
$2.15M - $2.32M
|
104K
$2.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
87.7K+ 35.54% |
$1.82M - $1.96M
|
334K
$7.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
85.5K+ 9.05% |
$1.78M - $1.91M
|
1.03M
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70K+ 79.63% |
$1.45M - $1.57M
|
158K
$3.36M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
65KNew |
$1.35M - $1.45M
|
65K
$1.38M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
62.2K+ 474.8% |
$1.29M - $1.39M
|
75.3K
$1.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
58.2KNew |
$1.21M - $1.3M
|
58.2K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.6K+ 277.77% |
$1.15M - $1.24M
|
75.6K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.4KNew |
$1M - $1.08M
|
48.4K
$1.03M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
47.1K+ 55.78% |
$977K - $1.05M
|
131K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
46K+ 3.82% |
$954K - $1.03M
|
1.25M
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
44.5K+ 48.81% |
$924K - $995K
|
136K
$2.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
43.6KNew |
$905K - $974K
|
43.6K
$928K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
43.2KNew |
$896K - $965K
|
43.2K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.8K+ 28.09% |
$868K - $934K
|
191K
$4.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
38.8K+ 53.17% |
$806K - $868K
|
112K
$2.38M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
33.2K+ 187.41% |
$689K - $742K
|
50.9K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
33.1KNew |
$687K - $740K
|
33.1K
$704K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
33KNew |
$684K - $737K
|
33K
$701K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.4KNew |
$630K - $679K
|
30.4K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.2KNew |
$565K - $609K
|
27.2K
$580K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
25.7KNew |
$533K - $574K
|
25.7K
$546K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20KNew |
$416K - $448K
|
20K
$426K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.5KNew |
$405K - $436K
|
19.5K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18.6KNew |
$387K - $416K
|
18.6K
$396K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9KNew |
$373K - $401K
|
17.9K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16.8KNew |
$349K - $376K
|
16.8K
$358K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15.8KNew |
$327K - $352K
|
15.8K
$335K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
14K+ 23.82% |
$291K - $313K
|
72.9K
$1.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.2KNew |
$253K - $273K
|
12.2K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 34.1% |
$234K - $251K
|
44.2K
$941K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$232K - $249K
|
11.2K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 29.02% |
$223K - $240K
|
47.8K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.6K+ 21.61% |
$219K - $236K
|
59.4K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.5K+ 2.96% |
$218K - $235K
|
366K
$7.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3K+ 25.07% |
$214K - $230K
|
51.4K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3KNew |
$213K - $230K
|
10.3K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.43K+ 52.16% |
$196K - $211K
|
27.5K
$585K
|