Purchases and Sales Made in Q4 2021 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 2021. 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, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.09K+ 11.0% |
$103K - $105K
|
41.2K
$900K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.78K+ 11.53% |
$70.4K - $71.5K
|
26.9K
$587K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.74KNew |
$69.3K - $70.3K
|
2.74K
$59.7K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.71KNew |
$68.5K - $69.6K
|
2.71K
$59.1K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.19K+ 56.12% |
$55.5K - $56.4K
|
6.1K
$133K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.84K+ 23.77% |
$46.5K - $47.2K
|
9.56K
$209K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.78KNew |
$45.1K - $45.8K
|
1.78K
$38.9K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.58K+ 0.24% |
$39.9K - $40.5K
|
672K
$14.7M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.46K+ 10.2% |
$37.1K - $37.6K
|
15.8K
$345K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 4.57% |
$35.3K - $35.9K
|
31.9K
$697K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 24.24% |
$35K - $35.5K
|
7.07K
$154K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.31K+ 0.53% |
$33.1K - $33.6K
|
246K
$5.36M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 4.79% |
$30.3K - $30.8K
|
26.2K
$572K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.05KNew |
$26.6K - $27K
|
1.05K
$22.9K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
837New |
$21.2K - $21.5K
|
837
$18.3K
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
673+ 4.41% |
$17K - $17.3K
|
15.9K
$348K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
441+ 14.62% |
$11.2K - $11.3K
|
3.46K
$75.5K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
286+ 20.68% |
$7.24K - $7.36K
|
1.67K
$36.4K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
255New |
$6.46K - $6.56K
|
255
$5.57K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
217+ 110.71% |
$5.5K - $5.58K
|
413
$9.02K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
183New |
$4.64K - $4.71K
|
183
$3.99K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 0.15% |
$2.68K - $2.73K
|
68.6K
$1.5M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
81+ 0.84% |
$2.05K - $2.08K
|
9.71K
$212K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
54New |
$1.37K - $1.39K
|
54
$1.18K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$811 - $823
|
32
$699
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$304 - $309
|
12
$262
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$279 - $283
|
38.1K
$832K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.82% |
$253 - $257
|
1.22K
$26.7K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$50.7 - $51.4
|
350
$7.64K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$50.7 - $51.4
|
317
$6.92K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38- 2.11% |
$963 - $977
|
1.77K
$38.6K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-130- 6.84% |
$3.29K - $3.34K
|
1.77K
$38.7K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-173Closed |
$4.38K - $4.45K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182Closed |
$4.61K - $4.68K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200- 45.56% |
$5.07K - $5.14K
|
239
$5.22K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-218Closed |
$5.52K - $5.61K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-257Closed |
$6.51K - $6.61K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-269- 1.95% |
$6.81K - $6.92K
|
13.6K
$296K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-360- 1.95% |
$9.12K - $9.26K
|
18.1K
$396K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-547- 2.52% |
$13.9K - $14.1K
|
21.1K
$461K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-591- 5.79% |
$15K - $15.2K
|
9.61K
$210K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-651- 2.22% |
$16.5K - $16.7K
|
28.7K
$627K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-716Closed |
$18.1K - $18.4K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-726- 3.0% |
$18.4K - $18.7K
|
23.5K
$512K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-726- 3.0% |
$18.4K - $18.7K
|
23.5K
$512K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-740Closed |
$18.7K - $19K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-794- 17.05% |
$20.1K - $20.4K
|
3.86K
$84.3K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-844- 99.88% |
$21.4K - $21.7K
|
1
$21.8
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-879- 5.84% |
$22.3K - $22.6K
|
14.2K
$310K
|