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 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-511- 3.89% |
$10.6K - $11.4K
|
12.6K
$268K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-755Closed |
$15.7K - $16.9K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-800- 5.01% |
$16.6K - $17.9K
|
15.2K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-928- 0.32% |
$19.3K - $20.7K
|
292K
$6.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03K- 4.79% |
$21.3K - $23K
|
20.4K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.42K- 10.95% |
$29.5K - $31.7K
|
11.5K
$246K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.8K- 23.62% |
$37.4K - $40.3K
|
5.82K
$124K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.81K- 2.85% |
$37.6K - $40.5K
|
61.7K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 0.7% |
$44K - $47.3K
|
302K
$6.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.18K- 0.88% |
$45.2K - $48.7K
|
245K
$5.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.21K- 98.97% |
$45.9K - $49.4K
|
23
$489
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.89K- 13.68% |
$59.9K - $64.5K
|
18.2K
$387K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.94K- 9.38% |
$60.9K - $65.6K
|
28.4K
$603K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.94K- 39.79% |
$61K - $65.6K
|
4.44K
$94.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.42K- 8.07% |
$71K - $76.4K
|
39K
$829K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.43K- 6.69% |
$71.2K - $76.6K
|
47.8K
$1.02M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.64K- 15.37% |
$75.5K - $81.2K
|
20K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.74K- 32.43% |
$77.6K - $83.5K
|
7.78K
$166K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.89K- 10.53% |
$80.7K - $86.9K
|
33K
$703K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.45K- 16.55% |
$134K - $144K
|
32.5K
$692K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-7.63K- 12.76% |
$158K - $171K
|
52.2K
$1.11M
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-7.86K- 2.58% |
$163K - $176K
|
297K
$6.31M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.29K- 41.64% |
$172K - $185K
|
11.6K
$247K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-9.27K- 10.59% |
$192K - $207K
|
78.3K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-9.89K- 2.04% |
$205K - $221K
|
475K
$10.1M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-11.2K- 3.86% |
$232K - $250K
|
279K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-13K- 6.26% |
$270K - $291K
|
195K
$4.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-13K- 49.64% |
$271K - $292K
|
13.2K
$282K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-14.2K- 55.13% |
$294K - $316K
|
11.5K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.6K- 54.01% |
$344K - $370K
|
14.1K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-23.1K- 54.85% |
$480K - $517K
|
19K
$405K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.5K- 4.07% |
$488K - $525K
|
554K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24K- 61.06% |
$498K - $537K
|
15.3K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28.9K- 57.65% |
$601K - $647K
|
21.3K
$452K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-40K- 28.25% |
$830K - $894K
|
102K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-41.6K- 95.63% |
$864K - $930K
|
1.9K
$40.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-50.9K- 49.09% |
$1.06M - $1.14M
|
52.8K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60.4K- 86.14% |
$1.25M - $1.35M
|
9.72K
$207K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65.5KClosed |
$1.36M - $1.46M
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93.7K- 74.31% |
$1.95M - $2.09M
|
32.4K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96.6K- 74.88% |
$2.01M - $2.16M
|
32.4K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-137K- 3.97% |
$2.84M - $3.06M
|
3.32M
$70.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-195K- 83.22% |
$4.05M - $4.36M
|
39.3K
$837K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-197K- 29.2% |
$4.09M - $4.4M
|
477K
$10.2M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-206K- 68.9% |
$4.27M - $4.6M
|
92.9K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-251K- 19.3% |
$5.22M - $5.62M
|
1.05M
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-294K- 85.06% |
$6.1M - $6.56M
|
51.6K
$1.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-334K- 58.02% |
$6.93M - $7.46M
|
241K
$5.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-473K- 7.97% |
$9.81M - $10.6M
|
5.46M
$116M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-739K- 51.15% |
$15.3M - $16.5M
|
705K
$15M
|