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 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 67.06% |
$25.8K - $26.2K
|
500
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 9.74% |
$28.2K - $28.7K
|
10.3K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.33K- 3.15% |
$33.7K - $34.2K
|
40.9K
$893K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.39K- 23.23% |
$35.3K - $35.9K
|
4.61K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.41K- 96.04% |
$35.7K - $36.2K
|
58
$1.27K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-2.17K- 6.53% |
$55K - $55.8K
|
31.1K
$678K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.18KClosed |
$55.2K - $56K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.28K- 0.74% |
$57.8K - $58.7K
|
307K
$6.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 18.02% |
$59.1K - $60K
|
10.6K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.61K- 2.64% |
$66K - $67K
|
96.1K
$2.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.2K- 2.6% |
$81.1K - $82.4K
|
120K
$2.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.95K- 2.9% |
$100K - $102K
|
132K
$2.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.66K- 5.95% |
$143K - $145K
|
89.5K
$1.95M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6K- 75.0% |
$152K - $154K
|
2K
$43.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-6.15K- 73.74% |
$156K - $158K
|
2.19K
$47.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.24K- 23.46% |
$158K - $160K
|
20.3K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.48KClosed |
$164K - $167K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2021
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-6.73K- 23.62% |
$171K - $173K
|
21.8K
$475K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.14K- 12.72% |
$181K - $184K
|
49K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.8KClosed |
$198K - $201K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.86KClosed |
$224K - $228K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9.38K- 5.86% |
$237K - $241K
|
151K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 10.69% |
$267K - $271K
|
88.2K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 39.25% |
$284K - $288K
|
17.3K
$378K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-11.8K- 8.85% |
$300K - $304K
|
122K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.3KClosed |
$311K - $316K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.5K- 12.28% |
$343K - $348K
|
96.8K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.6KClosed |
$420K - $427K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-16.6K- 22.63% |
$421K - $427K
|
56.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.3K- 17.51% |
$439K - $446K
|
81.7K
$1.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6KClosed |
$495K - $503K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.8K- 68.47% |
$602K - $611K
|
10.9K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25K- 12.9% |
$633K - $643K
|
169K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25.5K- 24.09% |
$646K - $656K
|
80.4K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-25.9K- 20.89% |
$656K - $666K
|
98.1K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-31.1K- 16.29% |
$787K - $799K
|
160K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-35.5K- 13.5% |
$899K - $913K
|
228K
$4.97M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-52.7KClosed |
$1.33M - $1.35M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.8K- 22.7% |
$1.51M - $1.54M
|
204K
$4.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-63.3K- 1.93% |
$1.6M - $1.63M
|
3.22M
$70.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-66.6K- 40.01% |
$1.69M - $1.71M
|
99.8K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.9K- 19.18% |
$1.77M - $1.8M
|
294K
$6.43M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-70.1K- 36.61% |
$1.78M - $1.8M
|
121K
$2.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-75.5KClosed |
$1.91M - $1.94M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-87.2KClosed |
$2.21M - $2.24M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95.1K- 9.51% |
$2.41M - $2.45M
|
905K
$19.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-113KClosed |
$2.85M - $2.9M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-164K- 96.56% |
$4.16M - $4.22M
|
5.85K
$128K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-331K- 4.49% |
$8.38M - $8.51M
|
7.05M
$154M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-335KClosed |
$8.49M - $8.62M
|
0
$0
|