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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-6.08K- 51.72% |
$131K - $135K
|
5.67K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.9K- 33.38% |
$234K - $241K
|
21.7K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.4KNew |
$1.09M - $1.12M
|
50.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08K+ 14.95% |
$44.8K - $46.1K
|
16K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-337K- 93.93% |
$7.27M - $7.49M
|
21.8K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.37K- 4.14% |
$137K - $141K
|
147K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-227- 1.02% |
$4.89K - $5.04K
|
22.1K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.48M- 97.14% |
$118M - $122M
|
161K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
10.1KNew |
$219K - $225K
|
10.1K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-202- 4.83% |
$4.35K - $4.48K
|
3.98K
$89.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 666.67% |
$21.6K - $22.2K
|
1.15K
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$21.6 - $22.2
|
4.8K
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
157New |
$3.38K - $3.49K
|
157
$3.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 1.41% |
$21.6 - $22.2
|
72
$1.62K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.6K- 41.67% |
$315K - $324K
|
20.5K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
20.6K+ 10.89% |
$445K - $458K
|
210K
$4.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-782- 98.74% |
$16.9K - $17.4K
|
10
$224
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.19% |
$603 - $622
|
15K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.74KNew |
$37.6K - $38.7K
|
1.74K
$39.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
625New |
$13.5K - $13.9K
|
625
$14K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
243New |
$5.24K - $5.39K
|
243
$5.45K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-30.9K- 30.08% |
$667K - $687K
|
71.9K
$1.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-455- 54.3% |
$9.81K - $10.1K
|
383
$8.59K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.35K+ 176.42% |
$72.2K - $74.4K
|
5.25K
$118K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-46.6K- 77.46% |
$1M - $1.03M
|
13.6K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
800New |
$17.2K - $17.8K
|
800
$18K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.32K- 6.45% |
$28.4K - $29.3K
|
19.1K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
655New |
$14.1K - $14.5K
|
655
$14.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-16.4K- 11.42% |
$352K - $363K
|
127K
$2.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.5KNew |
$398K - $410K
|
18.5K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
808KNew |
$17.4M - $17.9M
|
808K
$18.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.1K+ 1.17% |
$23.7K - $24.4K
|
95K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80.1KNew |
$1.73M - $1.78M
|
80.1K
$1.8M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
53.5K+ 11.02% |
$1.14M - $1.19M
|
540K
$12.1M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
243New |
$5.16K - $5.38K
|
243
$5.45K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$432K - $451K
|
20.4K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 27.67% |
$41.1K - $42.9K
|
5.07K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 57.97% |
$22.1K - $23K
|
754
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.24KNew |
$26.4K - $27.5K
|
1.24K
$27.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 2624.46% |
$77.4K - $80.8K
|
3.79K
$85K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$170 - $177
|
8
$180
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$63.7 - $66.4
|
3
$67.3
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 23.41% |
$109K - $114K
|
16.8K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-26- 43.33% |
$552 - $576
|
34
$763
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 1.38% |
$149 - $155
|
500
$11.2K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22.7K- 49.86% |
$481K - $502K
|
22.8K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 32.8% |
$112K - $116K
|
21.3K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-13.3K- 11.27% |
$281K - $294K
|
104K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.78K+ 35.9% |
$37.8K - $39.4K
|
6.73K
$151K
|
|