Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
374K
+ 95.47%
$8.38M - $8.5M
766K $17.2M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
83K
+ 5.0%
$1.86M - $1.89M
1.74M $39.1M
Jan 08, 2026 Q4 2025
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
56K
+ 9.04%
$1.25M - $1.27M
675K $15.2M
Jan 05, 2026 Q4 2025
Confluence Investment Management LLC

BUY
 -
37.8K
+ 0.9%
$846K - $858K
4.26M $95.6M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
35K
+ 8.13%
$784K - $796K
466K $10.5M
Jan 02, 2026 Q4 2025
Boltwood Capital Management

BUY
 -
27.6K
+ 17.59%
$617K - $626K
184K $4.13M
Jan 23, 2026 Q4 2025
Third View Private Wealth, LLC

Westport, CT
BUY
 -
22.8K
New
$511K - $519K
22.8K $512K
Jan 22, 2026 Q4 2025
Altfest L J & CO Inc

BUY
 -
21.3K
+ 2.56%
$476K - $483K
853K $19.1M
Jan 12, 2026 Q4 2025
Archer Investment Management, LLC

Austin, TX
BUY
 -
18.7K
New
$420K - $426K
18.7K $421K
Jan 21, 2026 Q4 2025
Portside Wealth Group, LLC

Provo, UT
BUY
 -
17K
+ 7.07%
$381K - $386K
258K $5.78M
Jan 12, 2026 Q4 2025
Horizon Financial Services, LLC

BUY
 -
7.83K
+ 3.81%
$175K - $178K
213K $4.78M
Jan 23, 2026 Q4 2025
Hbw Advisory Services LLC

BUY
 -
5.99K
New
$134K - $136K
5.99K $134K
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

BUY
 -
5.48K
+ 4.74%
$123K - $124K
121K $2.72M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4.99K
+ 22.2%
$112K - $113K
27.5K $616K
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.27K
+ 21.5%
$95.7K - $97K
24.1K $542K
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.9K
+ 3.28%
$87.4K - $88.6K
123K $2.76M
Jan 12, 2026 Q4 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
3.6K
+ 29.85%
$80.7K - $81.8K
15.7K $352K
Jan 06, 2026 Q4 2025
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
1.84K
+ 1.46%
$41.2K - $41.8K
128K $2.86M
Jan 23, 2026 Q4 2025
Optima Capital LLC

Portland, OR
BUY
 -
1.59K
New
$35.5K - $36K
1.59K $35.6K
Jan 16, 2026 Q4 2025
Crewe Advisors LLC

BUY
 -
765
+ 95.74%
$17.1K - $17.4K
1.56K $35.1K
Jan 12, 2026 Q4 2025
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
761
+ 8.13%
$17K - $17.3K
10.1K $227K
Jan 23, 2026 Q4 2025
Guidance Capital, Inc

Lousville, KY
BUY
 -
565
+ 1.26%
$12.7K - $12.8K
45.5K $1.02M
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
520
+ 76.81%
$11.6K - $11.8K
1.2K $26.9K
Jan 20, 2026 Q4 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
500
New
$11.2K - $11.4K
500 $11.2K
Jan 15, 2026 Q4 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
381
New
$8.53K - $8.65K
381 $8.55K
Jan 14, 2026 Q4 2025
Acropolis Investment Management, LLC

BUY
 -
330
+ 2.28%
$7.39K - $7.49K
14.8K $333K
Jan 21, 2026 Q4 2025
Center For Asset Management LLC

BUY
 -
215
+ 0.47%
$4.81K - $4.88K
46.1K $1.03M
Jan 23, 2026 Q4 2025
Legacy Advisory Services, LLC

Exton, PA
BUY
 -
188
+ 1.57%
$4.21K - $4.27K
12.2K $274K
Jan 21, 2026 Q4 2025
Albion Financial Group

BUY
 -
182
New
$4.07K - $4.13K
182 $4.08K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
42
+ 1.41%
$940 - $954
3.01K $67.6K
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
2
+ 0.47%
$44.8 - $45.4
432 $9.69K
Jan 14, 2026 Q4 2025
Eastern Bank

SELL
 -
-220
- 55.0%
$4.93K - $5K
180 $4.04K
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

SELL
 -
-643
- 4.28%
$14.4K - $14.6K
14.4K $323K
Jan 20, 2026 Q4 2025
Ascent Group, LLC

SELL
 -
-670
- 4.08%
$15K - $15.2K
15.7K $353K
Jan 22, 2026 Q4 2025
Wallace Advisory Group, LLC

Lafayette, CA
SELL
 -
-809
- 4.24%
$18.1K - $18.4K
18.3K $410K
Jan 08, 2026 Q4 2025
Baker Tilly Wealth Management, LLC

SELL
 -
-832
- 6.02%
$18.6K - $18.9K
13K $292K
Jan 21, 2026 Q4 2025
Crews Bank & Trust

Port Charlotte, FL
SELL
 -
-900
- 54.55%
$20.2K - $20.4K
750 $16.8K
Jan 14, 2026 Q4 2025
Columbus Macro, LLC

SELL
 -
-906
- 6.42%
$20.3K - $20.6K
13.2K $296K
Jan 05, 2026 Q4 2025
Gk Wealth Management LLC

Reno, NV
SELL
 -
-976
- 5.81%
$21.9K - $22.2K
15.8K $355K
Jan 13, 2026 Q4 2025
Norden Group LLC

Provo, UT
SELL
 -
-1.02K
- 3.11%
$22.8K - $23.1K
31.7K $711K
Jan 22, 2026 Q4 2025
Diversify Advisory Services, LLC

Sandy, UT
SELL
 -
-2.08K
- 2.57%
$46.5K - $47.2K
78.8K $1.77M
Jan 20, 2026 Q4 2025
Seed Wealth Management, Inc.

Evanston, IL
SELL
 -
-3.73K
- 2.94%
$83.5K - $84.7K
123K $2.76M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

SELL
 -
-4.67K
- 8.54%
$104K - $106K
50K $1.12M
Jan 23, 2026 Q4 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-10.4K
- 25.87%
$233K - $236K
29.8K $668K
Jan 13, 2026 Q4 2025
Sharkey, Howes & Javer

SELL
 -
-15K
- 32.71%
$336K - $341K
30.9K $693K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

SELL
 -
-18K
- 23.01%
$403K - $409K
60.2K $1.35M
Jan 23, 2026 Q4 2025
Gibbs Wealth Management

Alpharetta, GA
SELL
 -
-27.6K
- 5.7%
$618K - $627K
456K $10.2M

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