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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.6KNew |
$209K - $217K
|
9.6K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-5.29K- 8.7% |
$115K - $119K
|
55.5K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.41K+ 30.26% |
$140K - $145K
|
27.6K
$619K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
757New |
$16.5K - $17.1K
|
757
$17K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
14.2K+ 6.36% |
$308K - $320K
|
237K
$5.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
553+ 4.83% |
$12K - $12.5K
|
12K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.01% |
$65.3 - $67.7
|
26.7K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.89KNew |
$62.8K - $65.2K
|
2.89K
$64.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.86% |
$327 - $339
|
1.75K
$39.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 4.73% |
$1.09K - $1.13K
|
1.11K
$24.8K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
10.8K+ 8.31% |
$235K - $244K
|
141K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.05K+ 10.26% |
$44.6K - $46.2K
|
22K
$494K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-52.1K- 22.49% |
$1.13M - $1.18M
|
180K
$4.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.6K- 42.57% |
$384K - $398K
|
23.8K
$534K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
45KNew |
$979K - $1.01M
|
45K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6K+ 25.09% |
$295K - $306K
|
67.6K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.86K+ 25.68% |
$40.5K - $42K
|
9.11K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
428K+ 19.13% |
$9.31M - $9.65M
|
2.66M
$59.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
581+ 0.69% |
$12.6K - $13.1K
|
84.6K
$1.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-768- 37.91% |
$16.7K - $17.3K
|
1.26K
$28.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-456K- 7.32% |
$9.93M - $10.3M
|
5.78M
$130M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.55K- 1.15% |
$33.7K - $34.9K
|
133K
$2.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.5K- 62.47% |
$795K - $824K
|
21.9K
$492K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.1K+ 32.32% |
$698K - $724K
|
131K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
254+ 0.31% |
$5.53K - $5.73K
|
81.9K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
22.6K+ 2.79% |
$491K - $509K
|
832K
$18.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 4.55% |
$30.1K - $31.2K
|
31.8K
$713K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.79K- 14.73% |
$82.5K - $85.6K
|
21.9K
$492K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
59KNew |
$1.28M - $1.33M
|
59K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.03K+ 6.67% |
$22.3K - $23.1K
|
16.4K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-741- 7.52% |
$16.1K - $16.7K
|
9.11K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.43K- 43.64% |
$183K - $190K
|
10.9K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$43.5 - $45.1
|
3
$67.3
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.8K+ 8.27% |
$126K - $131K
|
75.9K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
169K+ 8.23% |
$3.69M - $3.82M
|
2.23M
$50M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
505+ 1.19% |
$11K - $11.4K
|
43.1K
$967K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-449- 2.3% |
$9.77K - $10.1K
|
19.1K
$428K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-18.4K- 97.86% |
$401K - $416K
|
404
$9.07K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 3.21% |
$86.1K - $89.2K
|
119K
$2.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
267+ 2.53% |
$5.81K - $6.03K
|
10.8K
$243K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
306+ 82.48% |
$6.66K - $6.91K
|
677
$15.2K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-204K- 83.56% |
$4.45M - $4.61M
|
40.2K
$901K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
479New |
$10.4K - $10.8K
|
479
$10.7K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.09K- 0.79% |
$111K - $115K
|
640K
$14.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
261New |
$5.68K - $5.89K
|
261
$5.86K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.67K- 2.95% |
$35.9K - $37K
|
54.9K
$1.23M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4.64KNew |
$99.9K - $103K
|
4.64K
$104K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-10.3KClosed |
$223K - $229K
|
0
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.51K - $1.55K
|
70
$1.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
19.2K+ 581.82% |
$414K - $426K
|
22.5K
$505K
|
|