Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.2KNew |
$348K - $366K
|
16.2K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2KNew |
$347K - $365K
|
16.2K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.6K+ 20.68% |
$335K - $353K
|
91.3K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.64% |
$306K - $323K
|
163K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 23.92% |
$297K - $312K
|
71.7K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 2.56% |
$286K - $301K
|
533K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.98% |
$285K - $300K
|
348K
$7.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.8K+ 138.9% |
$275K - $289K
|
22K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.6K+ 3.81% |
$271K - $285K
|
345K
$7.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.5K+ 18.33% |
$267K - $281K
|
80.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8K+ 8.91% |
$254K - $267K
|
145K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.5K+ 10.74% |
$247K - $260K
|
119K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$247K - $260K
|
11.5K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$232K - $244K
|
10.8K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.7KNew |
$230K - $242K
|
10.7K
$233K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$224K - $236K
|
10.5K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.58KNew |
$205K - $216K
|
9.58K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.48KNew |
$203K - $214K
|
9.48K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8.04K+ 3.05% |
$172K - $181K
|
271K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.87K+ 5.84% |
$169K - $177K
|
143K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 9.44% |
$160K - $168K
|
86.3K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.24K+ 13.45% |
$155K - $163K
|
61.1K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.24KNew |
$155K - $163K
|
7.24K
$157K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.22K+ 3.51% |
$155K - $163K
|
213K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.19K+ 34.62% |
$154K - $162K
|
28K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.13K+ 3.08% |
$153K - $161K
|
239K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.01KNew |
$150K - $158K
|
7.01K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.9K+ 4.77% |
$148K - $155K
|
151K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 0.82% |
$108K - $113K
|
618K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5K+ 29.92% |
$107K - $113K
|
21.7K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.9KNew |
$105K - $110K
|
4.9K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.45KNew |
$95.3K - $100K
|
4.45K
$96.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.24K+ 177.18% |
$90.9K - $95.6K
|
6.63K
$144K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.81K+ 8.33% |
$81.7K - $85.9K
|
49.6K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 19.81% |
$79.1K - $83.2K
|
22.3K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.55K+ 9.87% |
$76.1K - $80.1K
|
39.5K
$859K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.37K+ 18.1% |
$72.2K - $75.9K
|
22K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.13K+ 2.28% |
$67.2K - $70.7K
|
140K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.92K+ 0.21% |
$62.5K - $65.7K
|
1.4M
$30.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.35K+ 21.82% |
$50.3K - $53K
|
13.1K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 1.97% |
$48.8K - $51.3K
|
118K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 133.18% |
$44.3K - $46.6K
|
3.62K
$78.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.07K+ 2.25% |
$44.3K - $46.6K
|
93.9K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 320.69% |
$43.8K - $46.1K
|
2.68K
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2K+ 4.12% |
$42.9K - $45.1K
|
50.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.98K+ 144.21% |
$42.4K - $44.6K
|
3.35K
$72.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79KNew |
$38.4K - $40.5K
|
1.79K
$39K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.75K+ 4.95% |
$37.5K - $39.4K
|
37K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 375.2% |
$30.8K - $32.4K
|
1.82K
$39.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.27K+ 12.25% |
$27.1K - $28.5K
|
11.6K
$252K
|