Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)

SPMB Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q4 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
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.37M
+ 1.5%
$47.7M - $52.7M
161M $3.48B
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
1.3M
+ 1470.85%
$26.1M - $28.8M
1.39M $30.1M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
948K
+ 24.99%
$19.1M - $21M
4.74M $103M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
742K
+ 9.21%
$14.9M - $16.5M
8.8M $191M
Feb 06, 2024 Q4 2023
Clearwater Capital Advisors, LLC

BUY
 -
664K
New
$13.4M - $14.7M
664K $14.4M
Feb 14, 2024 Q4 2023
State Street Corp

Boston, MA
BUY
 -
628K
+ 25.02%
$12.6M - $13.9M
3.14M $68.1M
Feb 14, 2024 Q4 2023
Retirement Capital Strategies

BUY
 -
609K
New
$12.2M - $13.5M
609K $13.2M
Feb 07, 2024 Q4 2023
Astoria Portfolio Advisors Llc.

BUY
 -
324K
New
$6.52M - $7.19M
324K $7.03M
Jan 22, 2024 Q4 2023
True North Advisors, LLC

BUY
 -
314K
+ 2002.79%
$6.31M - $6.96M
329K $7.15M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
302K
+ 27.97%
$6.06M - $6.69M
1.38M $29.9M
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
231K
New
$4.65M - $5.12M
231K $5.01M
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
205K
New
$4.12M - $4.54M
205K $4.44M
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
172K
+ 11.62%
$3.46M - $3.82M
1.65M $35.8M
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
154K
+ 43.57%
$3.1M - $3.42M
508K $11M
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
146K
New
$2.94M - $3.24M
146K $3.17M
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
141K
New
$2.84M - $3.13M
141K $3.07M
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
140K
+ 9.79%
$2.81M - $3.1M
1.57M $34M
Jan 25, 2024 Q4 2023
Eastern Bank

BUY
 -
140K
New
$2.81M - $3.09M
140K $3.03M
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
131K
New
$2.64M - $2.91M
131K $2.84M
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
111K
New
$2.23M - $2.46M
111K $2.41M
Feb 13, 2024 Q4 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
100K
+ 7.6%
$2.02M - $2.23M
1.42M $30.9M
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
99.9K
+ 43.07%
$2.01M - $2.22M
332K $7.2M
Jan 26, 2024 Q4 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
92.5K
+ 23.59%
$1.86M - $2.05M
485K $10.5M
Jan 23, 2024 Q4 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
90.9K
New
$1.83M - $2.02M
90.9K $1.97M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
89.2K
+ 212.13%
$1.79M - $1.98M
131K $2.85M
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
85K
New
$1.71M - $1.88M
85K $1.84M
Aug 14, 2024 Q4 2023
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
79.4K
New
$1.6M - $1.76M
79.4K $1.72M
Jan 30, 2024 Q4 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
73.1K
+ 24.4%
$1.47M - $1.62M
373K $8.08M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
60.6K
+ 18.02%
$1.22M - $1.34M
397K $8.61M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
60K
+ 23.68%
$1.21M - $1.33M
313K $6.8M
Feb 14, 2024 Q4 2023
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
52.6K
New
$1.06M - $1.17M
52.6K $1.14M
Feb 09, 2024 Q4 2023
Jpl Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
51.1K
New
$1.03M - $1.13M
51.1K $1.11M
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
50.7K
New
$1.02M - $1.12M
50.7K $1.1M
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
46.3K
+ 45.62%
$931K - $1.03M
148K $3.21M
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
46K
New
$925K - $1.02M
46K $998K
Jan 05, 2024 Q4 2023
Boltwood Capital Management

BUY
 -
44.7K
+ 108.7%
$898K - $990K
85.7K $1.86M
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
44K
+ 13.14%
$884K - $975K
378K $8.21M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
42.3K
+ 98.49%
$851K - $938K
85.3K $1.85M
Jan 19, 2024 Q4 2023
Columbus Macro, LLC

BUY
 -
40K
New
$804K - $887K
40K $868K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
33.6K
+ 100.52%
$676K - $746K
67.1K $1.46M
Feb 07, 2024 Q4 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
31.4K
+ 55.42%
$631K - $696K
88.1K $1.91M
Jan 25, 2024 Q4 2023
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
30.1K
New
$606K - $669K
30.1K $654K
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
29.5K
+ 48.02%
$593K - $654K
90.9K $1.97M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
25.8K
+ 106.42%
$518K - $572K
50K $1.08M
Jan 23, 2024 Q4 2023
Derbend Asset Management

BUY
 -
23.4K
+ 60.86%
$471K - $519K
61.8K $1.34M
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
22.9K
New
$460K - $508K
22.9K $497K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
22.6K
New
$454K - $501K
22.6K $490K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
22.2K
New
$447K - $493K
22.2K $482K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
22.1K
+ 87.24%
$445K - $491K
47.5K $1.03M

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