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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.7K- 1.37% |
$57.8K - $60.8K
|
195K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.03KClosed |
$65K - $68.4K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.09K- 4.12% |
$66.2K - $69.7K
|
71.8K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.2K- 9.62% |
$68.5K - $72.1K
|
30K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.72K- 3.15% |
$79.7K - $83.9K
|
114K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.81K- 0.26% |
$81.7K - $86K
|
1.45M
$31.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.85K- 11.1% |
$82.5K - $86.8K
|
30.8K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.24K- 4.88% |
$90.8K - $95.5K
|
82.5K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.32K- 99.54% |
$92.6K - $97.5K
|
20
$435
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.38K- 0.82% |
$93.9K - $98.8K
|
527K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.58K- 5.3% |
$141K - $148K
|
117K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.02K- 1.8% |
$150K - $158K
|
383K
$8.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.43K- 14.05% |
$159K - $168K
|
45.5K
$989K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.36K- 9.8% |
$179K - $189K
|
77K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8.55K- 38.27% |
$183K - $193K
|
13.8K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.54K- 1.48% |
$205K - $215K
|
637K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 66.79% |
$219K - $230K
|
5.08K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15.7K- 14.5% |
$336K - $353K
|
92.3K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.2K- 24.05% |
$390K - $410K
|
57.5K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.7K- 27.87% |
$400K - $421K
|
48.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-22.7K- 41.6% |
$487K - $513K
|
31.9K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-25.2K- 7.27% |
$539K - $567K
|
321K
$6.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-26.4K- 61.66% |
$566K - $595K
|
16.4K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-26.6K- 17.72% |
$571K - $600K
|
124K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-28.4K- 35.18% |
$608K - $640K
|
52.3K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.3K- 83.6% |
$691K - $727K
|
6.33K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38.8K- 3.55% |
$833K - $876K
|
1.05M
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.1K- 15.27% |
$837K - $881K
|
217K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-40.6K- 31.38% |
$871K - $916K
|
88.9K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-51.6K- 67.28% |
$1.1M - $1.16M
|
25.1K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-56K- 84.88% |
$1.2M - $1.26M
|
9.97K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-60.2K- 49.77% |
$1.29M - $1.36M
|
60.7K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-68K- 3.88% |
$1.46M - $1.53M
|
1.68M
$36.6M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-74.4KClosed |
$1.59M - $1.68M
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88K- 84.6% |
$1.89M - $1.98M
|
16K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115K- 74.0% |
$2.47M - $2.6M
|
40.6K
$882K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-196K- 13.2% |
$4.21M - $4.43M
|
1.29M
$28.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-238K- 29.15% |
$5.09M - $5.36M
|
578K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-364K- 34.14% |
$7.8M - $8.21M
|
702K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-633K- 12.53% |
$13.6M - $14.3M
|
4.42M
$96.1M
|