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 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.6K+ 20.68% |
$335K - $353K
|
91.3K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.7K+ 15.99% |
$508K - $535K
|
172K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.2K+ 15.71% |
$539K - $567K
|
185K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.11K- 3.46% |
$23.7K - $24.9K
|
30.9K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5New |
$107 - $113
|
5
$109
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
139+ 7.32% |
$2.98K - $3.13K
|
2.04K
$44.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$42.9 - $45.1
|
2
$43.5
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
270KNew |
$5.78M - $6.08M
|
270K
$5.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29K+ 1999.17% |
$621K - $654K
|
30.4K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-68K- 3.88% |
$1.46M - $1.53M
|
1.68M
$36.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.01K- 3.33% |
$21.6K - $22.7K
|
29.2K
$634K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.43K- 14.05% |
$159K - $168K
|
45.5K
$989K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-25.2K- 7.27% |
$539K - $567K
|
321K
$6.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
250KNew |
$5.36M - $5.64M
|
250K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38.8K- 3.55% |
$833K - $876K
|
1.05M
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.37K+ 18.1% |
$72.2K - $75.9K
|
22K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.9K+ 4.77% |
$148K - $155K
|
151K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.24K+ 13.45% |
$155K - $163K
|
61.1K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-364K- 34.14% |
$7.8M - $8.21M
|
702K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
97.8K+ 220.21% |
$2.1M - $2.21M
|
142K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.55K+ 9.87% |
$76.1K - $80.1K
|
39.5K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.32K- 99.54% |
$92.6K - $97.5K
|
20
$435
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
57.1K+ 116.4% |
$1.22M - $1.29M
|
106K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.03% |
$150 - $158
|
27.1K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.5K+ 10.74% |
$247K - $260K
|
119K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.5K+ 18.33% |
$267K - $281K
|
80.5K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2KNew |
$347K - $365K
|
16.2K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
413+ 0.11% |
$8.85K - $9.31K
|
361K
$7.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.15K- 10.25% |
$46K - $48.4K
|
18.8K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
19.2K+ 2.65% |
$411K - $432K
|
743K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
341New |
$7.31K - $7.69K
|
341
$7.41K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-60.2K- 49.77% |
$1.29M - $1.36M
|
60.7K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88K- 84.6% |
$1.89M - $1.98M
|
16K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.98% |
$285K - $300K
|
348K
$7.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
78+ 0.17% |
$1.67K - $1.76K
|
45.9K
$998K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
627+ 1.49% |
$13.4K - $14.1K
|
42.8K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-128- 7.6% |
$2.74K - $2.89K
|
1.56K
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 66.79% |
$219K - $230K
|
5.08K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.22K+ 3.51% |
$155K - $163K
|
213K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.08K- 81.82% |
$44.5K - $46.8K
|
461
$10K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.24K- 4.88% |
$90.8K - $95.5K
|
82.5K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.8K+ 138.9% |
$275K - $289K
|
22K
$479K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.81K+ 8.33% |
$81.7K - $85.9K
|
49.6K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
403+ 0.99% |
$8.64K - $9.09K
|
41.1K
$893K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.5K+ 89.77% |
$567K - $597K
|
55.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
356New |
$7.63K - $8.03K
|
356
$7.74K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.9KNew |
$105K - $110K
|
4.9K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
720+ 1.69% |
$15.4K - $16.2K
|
43.2K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.12K- 4.13% |
$45.3K - $47.7K
|
49.1K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8.55K- 38.27% |
$183K - $193K
|
13.8K
$300K
|