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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.67K- 8.54% |
$104K - $106K
|
50K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
381New |
$8.53K - $8.65K
|
381
$8.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-906- 6.42% |
$20.3K - $20.6K
|
13.2K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-220- 55.0% |
$4.93K - $5K
|
180
$4.04K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
330+ 2.28% |
$7.39K - $7.49K
|
14.8K
$333K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.99K+ 22.2% |
$112K - $113K
|
27.5K
$616K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 1.41% |
$940 - $954
|
3.01K
$67.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.02K- 3.11% |
$22.8K - $23.1K
|
31.7K
$711K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15K- 32.71% |
$336K - $341K
|
30.9K
$693K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
18.7KNew |
$420K - $426K
|
18.7K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.83K+ 3.81% |
$175K - $178K
|
213K
$4.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
761+ 8.13% |
$17K - $17.3K
|
10.1K
$227K
|
|
|
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 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.1K+ 4.19% |
$360K - $365K
|
400K
$8.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-832- 6.02% |
$18.6K - $18.9K
|
13K
$292K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 4.74% |
$123K - $124K
|
121K
$2.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18K- 23.01% |
$403K - $409K
|
60.2K
$1.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
56K+ 9.04% |
$1.25M - $1.27M
|
675K
$15.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.84K+ 1.46% |
$41.2K - $41.8K
|
128K
$2.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
37.8K+ 0.9% |
$846K - $858K
|
4.26M
$95.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-976- 5.81% |
$21.9K - $22.2K
|
15.8K
$355K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
27.6K+ 17.59% |
$617K - $626K
|
184K
$4.13M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50.8K+ 5.58% |
$1.11M - $1.15M
|
962K
$21.6M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$21.8 - $22.6
|
1
$22.4
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.56K- 13.55% |
$99.3K - $103K
|
29.1K
$653K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.02K+ 13.89% |
$109K - $113K
|
41.1K
$923K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.64K- 5.66% |
$57.4K - $59.5K
|
43.9K
$985K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
19.9K+ 76.64% |
$433K - $449K
|
45.9K
$1.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.08K+ 9.04% |
$67.1K - $69.5K
|
37.2K
$834K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.39K+ 1.16% |
$30.3K - $31.4K
|
121K
$2.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
11.9K+ 8.37% |
$259K - $268K
|
154K
$3.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.67M+ 0.9% |
$36.3M - $37.6M
|
186M
$4.17B
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.37K+ 1.9% |
$73.3K - $76K
|
180K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.4K+ 9.41% |
$336K - $348K
|
179K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-30.1K- 83.61% |
$655K - $679K
|
5.89K
$132K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.5KNew |
$1.4M - $1.46M
|
64.5K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
272K+ 9.82% |
$5.92M - $6.13M
|
3.04M
$68.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219KNew |
$4.77M - $4.94M
|
219K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.61KNew |
$100K - $104K
|
4.61K
$103K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.22K+ 56.35% |
$179K - $186K
|
22.8K
$512K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.7K+ 15.38% |
$756K - $783K
|
260K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 7.33% |
$250K - $259K
|
168K
$3.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
14.2K+ 2.6% |
$308K - $320K
|
559K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 0.28% |
$35.4K - $36.7K
|
572K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.9M- 49.54% |
$63.2M - $65.5M
|
2.96M
$66.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.1K+ 12.55% |
$395K - $409K
|
163K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.5KNew |
$98.1K - $102K
|
4.5K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
625+ 2.34% |
$13.6K - $14.1K
|
27.4K
$614K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
333+ 1.62% |
$7.25K - $7.52K
|
20.9K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 5.54% |
$2.5M - $2.59M
|
2.19M
$49.1M
|
|