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 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-989- 4.32% |
$21.2K - $22.3K
|
21.9K
$476K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.28KNew |
$177K - $187K
|
8.28K
$179K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.2KNew |
$348K - $366K
|
16.2K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1K+ 7.68% |
$474K - $499K
|
310K
$6.72M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 5.1% |
$26.7K - $28.1K
|
25.6K
$556K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 1.97% |
$48.8K - $51.3K
|
118K
$2.56M
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.75K- 2.35% |
$37.4K - $39.4K
|
72.7K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.6K+ 2.26% |
$1.02M - $1.07M
|
2.15M
$46.7M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
132+ 10.83% |
$2.83K - $2.98K
|
1.35K
$29.3K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.26% |
$171 - $180
|
641
$13.9K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8K+ 8.91% |
$254K - $267K
|
145K
$3.14M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-633K- 12.53% |
$13.6M - $14.3M
|
4.42M
$95.9M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94.2KNew |
$2.02M - $2.13M
|
94.2K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-108- 0.18% |
$2.31K - $2.44K
|
59K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
33K+ 818.28% |
$708K - $745K
|
37.1K
$804K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.24KNew |
$155K - $163K
|
7.24K
$157K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.98K+ 144.21% |
$42.4K - $44.6K
|
3.35K
$72.7K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.13K+ 3.08% |
$153K - $161K
|
239K
$5.18M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2K+ 4.12% |
$42.9K - $45.1K
|
50.5K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.5KNew |
$118K - $124K
|
5.5K
$119K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
151K+ 127.81% |
$3.24M - $3.41M
|
269K
$5.84M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79KNew |
$38.4K - $40.5K
|
1.79K
$38.9K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 1.34% |
$600 - $631
|
2.12K
$45.9K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 133.18% |
$44.3K - $46.6K
|
3.62K
$78.5K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21K+ 1.45% |
$450K - $473K
|
1.46M
$31.7M
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
20.7K+ 6.02% |
$443K - $467K
|
365K
$7.91M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15.7K- 14.5% |
$336K - $353K
|
92.3K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9KNew |
$427K - $450K
|
19.9K
$433K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
422K+ 21.05% |
$9.05M - $9.52M
|
2.43M
$52.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 23.92% |
$297K - $312K
|
71.7K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.29M+ 109.85% |
$49M - $51.6M
|
4.37M
$94.7M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
32.5KNew |
$697K - $733K
|
32.5K
$705K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.58K- 5.3% |
$141K - $148K
|
117K
$2.55M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
240K+ 4.55% |
$5.15M - $5.41M
|
5.51M
$120M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44New |
$943 - $992
|
44
$954
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21New |
$450 - $474
|
21
$455
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115K- 74.0% |
$2.47M - $2.6M
|
40.6K
$880K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107KNew |
$2.3M - $2.42M
|
107K
$2.33M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.58KNew |
$205K - $216K
|
9.58K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93.6K+ 22.42% |
$2.01M - $2.11M
|
511K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-26.4K- 61.66% |
$566K - $595K
|
16.4K
$356K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
405K+ 513.1% |
$8.67M - $9.12M
|
483K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
92.3K+ 340.9% |
$1.98M - $2.08M
|
119K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.01KNew |
$150K - $158K
|
7.01K
$152K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-26.6K- 17.72% |
$571K - $600K
|
124K
$2.68M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
60New |
$1.29K - $1.35K
|
60
$1.3K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.45KNew |
$95.3K - $100K
|
4.45K
$96.4K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.74M+ 98.82% |
$58.7M - $61.7M
|
5.51M
$119M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.03KClosed |
$65K - $68.4K
|
0
$0
|