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 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-22.7K- 41.6% |
$487K - $513K
|
31.9K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.75K+ 4.95% |
$37.5K - $39.4K
|
37K
$805K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-631- 2.36% |
$13.5K - $14.2K
|
26.1K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.64% |
$306K - $323K
|
163K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$232K - $244K
|
10.8K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-28.4K- 35.18% |
$608K - $640K
|
52.3K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.48KNew |
$203K - $214K
|
9.48K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
636K+ 47.79% |
$13.6M - $14.3M
|
1.97M
$42.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-34- 2.47% |
$729 - $767
|
1.34K
$29.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-51.6K- 67.28% |
$1.1M - $1.16M
|
25.1K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.72K- 3.15% |
$79.7K - $83.9K
|
114K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.02K- 1.8% |
$150K - $158K
|
383K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.35K+ 21.82% |
$50.3K - $53K
|
13.1K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.1K- 15.27% |
$837K - $881K
|
217K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$247K - $260K
|
11.5K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
35New |
$750 - $789
|
35
$761
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.09K- 4.12% |
$66.2K - $69.7K
|
71.8K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.85K- 11.1% |
$82.5K - $86.8K
|
30.8K
$670K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
789+ 626.19% |
$16.9K - $17.8K
|
915
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8.04K+ 3.05% |
$172K - $181K
|
271K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
545+ 3.92% |
$11.7K - $12.3K
|
14.5K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.3K- 83.6% |
$691K - $727K
|
6.33K
$138K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.36K- 9.8% |
$179K - $189K
|
77K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.7K- 1.37% |
$57.8K - $60.8K
|
195K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.2KNew |
$904K - $952K
|
42.2K
$917K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.6K+ 3.81% |
$271K - $285K
|
345K
$7.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
780+ 6.04% |
$16.7K - $17.6K
|
13.7K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.2K- 9.62% |
$68.5K - $72.1K
|
30K
$653K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
364+ 3.34% |
$7.8K - $8.21K
|
11.3K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
19.2K+ 8.86% |
$411K - $433K
|
236K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-238K- 29.15% |
$5.09M - $5.36M
|
578K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 2.56% |
$286K - $301K
|
533K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
120KNew |
$2.58M - $2.72M
|
120K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.87K+ 5.84% |
$169K - $177K
|
143K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-656- 3.3% |
$14.1K - $14.8K
|
19.2K
$418K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.53K- 9.94% |
$54.2K - $57K
|
22.9K
$498K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.18K- 4.01% |
$46.8K - $49.2K
|
52.3K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.54K- 1.48% |
$205K - $215K
|
637K
$13.8M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$224K - $236K
|
10.5K
$228K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.1% |
$2.14K - $2.26K
|
98.6K
$2.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.15M+ 41.67% |
$24.8M - $26M
|
3.93M
$85.4M
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-120K- 93.46% |
$2.56M - $2.72M
|
8.38K
$182K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 39.05% |
$875 - $932
|
64
$1.39K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$522
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$522
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.97K+ 8.57% |
$106K - $113K
|
63K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-550- 2.36% |
$11.7K - $12.5K
|
22.7K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-807- 5.68% |
$17.2K - $18.3K
|
13.4K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-27.1K- 29.48% |
$579K - $617K
|
64.9K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$222K - $237K
|
10.4K
$226K
|
|