Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Mor (SPMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107KNew |
$2.3M - $2.42M
|
107K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115K- 74.0% |
$2.47M - $2.6M
|
40.6K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21New |
$450 - $474
|
21
$452
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44New |
$943 - $992
|
44
$946
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
128KNew |
$2.75M - $2.89M
|
128K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
240K+ 4.55% |
$5.15M - $5.41M
|
5.51M
$119M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
60New |
$1.29K - $1.35K
|
60
$1.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.45KNew |
$95.3K - $100K
|
4.45K
$95.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.74M+ 98.82% |
$58.7M - $61.7M
|
5.51M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93.6K+ 22.42% |
$2.01M - $2.11M
|
511K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.58KNew |
$205K - $216K
|
9.58K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.58K- 5.3% |
$141K - $148K
|
117K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
32.5KNew |
$697K - $733K
|
32.5K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.13K+ 2.28% |
$67.2K - $70.7K
|
140K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.08K- 17.05% |
$44.6K - $46.9K
|
10.1K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$7.46K - $7.85K
|
348
$7.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 375.2% |
$30.8K - $32.4K
|
1.82K
$39.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.92K+ 0.21% |
$62.5K - $65.7K
|
1.4M
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-40.6K- 31.38% |
$871K - $916K
|
88.9K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.03KClosed |
$65K - $68.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-74.4KClosed |
$1.59M - $1.68M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.7K- 27.87% |
$400K - $421K
|
48.4K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.7K+ 11.31% |
$979K - $1.03M
|
450K
$9.67M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$21.4 - $22.6
|
1
$21.5
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.7KNew |
$230K - $242K
|
10.7K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.12M+ 1384.64% |
$24.1M - $25.4M
|
1.21M
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.6K+ 22.81% |
$1.17M - $1.23M
|
294K
$6.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5K+ 29.92% |
$107K - $113K
|
21.7K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 51.68% |
$433K - $456K
|
59.3K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.6K+ 42.06% |
$1.06M - $1.12M
|
167K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 9.73% |
$25.2M - $26.5M
|
13.3M
$285M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 19.81% |
$79.1K - $83.2K
|
22.3K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-196K- 13.2% |
$4.21M - $4.43M
|
1.29M
$27.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.62M+ 3.76% |
$142M - $149M
|
183M
$3.93B
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
22.6KNew |
$484K - $510K
|
22.6K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 9.44% |
$160K - $168K
|
86.3K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 10.26% |
$384K - $404K
|
193K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 5.68% |
$524K - $551K
|
455K
$9.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.27K+ 12.25% |
$27.1K - $28.5K
|
11.6K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.8K+ 6.12% |
$403K - $424K
|
326K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
297New |
$6.36K - $6.7K
|
297
$6.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.14% |
$21.4 - $22.6
|
712
$15.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.24K+ 177.18% |
$90.9K - $95.6K
|
6.63K
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 5.41% |
$25.6K - $26.9K
|
23.3K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 0.82% |
$108K - $113K
|
618K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
59.9K+ 14.74% |
$1.28M - $1.35M
|
466K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 320.69% |
$43.8K - $46.1K
|
2.68K
$57.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
96.8K+ 14.9% |
$2.07M - $2.18M
|
746K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.38K- 0.82% |
$93.9K - $98.8K
|
527K
$11.3M
|