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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
18KNew |
$385K - $397K
|
18K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.59K+ 70.69% |
$184K - $189K
|
20.7K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-878- 4.71% |
$18.8K - $19.4K
|
17.8K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
84New |
$1.8K - $1.85K
|
84
$1.83K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
499New |
$10.7K - $11K
|
499
$10.8K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104New |
$2.23K - $2.29K
|
104
$2.26K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
360KNew |
$7.7M - $7.92M
|
360K
$7.82M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
363+ 3.53% |
$7.77K - $8K
|
10.6K
$231K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45.1KNew |
$965K - $993K
|
45.1K
$980K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-573- 23.17% |
$12.3K - $12.6K
|
1.9K
$41.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
97+ 1.06% |
$2.08K - $2.14K
|
9.24K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21.1K+ 34.18% |
$453K - $466K
|
83K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.23KNew |
$26.4K - $27.2K
|
1.23K
$26.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55KNew |
$119K - $122K
|
5.55K
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51New |
$1.09K - $1.12K
|
51
$1.11K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-814- 1.71% |
$17.4K - $17.9K
|
46.8K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 26.53% |
$2.14K - $2.2K
|
277
$6.02K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 18.68% |
$364 - $375
|
74
$1.61K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.09K- 18.15% |
$44.8K - $46.1K
|
9.44K
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.2K- 59.32% |
$496K - $511K
|
15.9K
$345K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.39K- 28.15% |
$115K - $119K
|
13.8K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.74K- 43.84% |
$209K - $215K
|
12.5K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
897New |
$19.2K - $19.8K
|
897
$19.5K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66New |
$1.41K - $1.45K
|
66
$1.43K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.75K- 60.86% |
$35.2K - $38.8K
|
1.13K
$24.5K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$254K - $280K
|
12.6K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.14KNew |
$184K - $203K
|
9.14K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.46% |
$80.4 - $88.7
|
278
$6.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$209K - $231K
|
10.4K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6KNew |
$234K - $258K
|
11.6K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15KNew |
$301K - $332K
|
15K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 17.12% |
$47.9K - $52.8K
|
11.5K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.01K- 4.95% |
$161K - $178K
|
154K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23KNew |
$65K - $71.7K
|
3.23K
$70.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-231- 2.3% |
$4.65K - $5.12K
|
9.8K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.07KNew |
$21.6K - $23.8K
|
1.07K
$23.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
888New |
$17.9K - $19.7K
|
888
$19.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
270New |
$5.43K - $5.99K
|
270
$5.87K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22.9KNew |
$460K - $508K
|
22.9K
$498K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 2795.16% |
$34.9K - $38.4K
|
1.8K
$39K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-678- 62.32% |
$13.6K - $15K
|
410
$8.91K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20K+ 17.61% |
$402K - $443K
|
133K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.98KNew |
$59.8K - $66K
|
2.98K
$64.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.09KNew |
$42K - $46.3K
|
2.09K
$45.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2KNew |
$366K - $403K
|
18.2K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
85KNew |
$1.71M - $1.88M
|
85K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.8K+ 6.13% |
$339K - $374K
|
292K
$6.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.49K- 9.19% |
$90.3K - $99.6K
|
44.4K
$965K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$225K
|
|