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 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.09KNew |
$64K - $67.8K
|
3.09K
$67.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-331KClosed |
$6.86M - $7.27M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
117New |
$2.43K - $2.57K
|
117
$2.54K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13KNew |
$270K - $286K
|
13K
$284K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
608+ 4.29% |
$12.6K - $13.4K
|
14.8K
$321K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152New |
$3.15K - $3.34K
|
152
$3.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.73KNew |
$35.8K - $37.9K
|
1.73K
$37.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.22K- 13.19% |
$66.7K - $70.6K
|
21.2K
$460K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.1K- 16.95% |
$273K - $289K
|
64.4K
$1.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.05K- 92.29% |
$42.4K - $44.9K
|
171
$3.72K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$320K - $339K
|
15.4K
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
468KNew |
$9.7M - $10.3M
|
468K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-23- 19.01% |
$477 - $505
|
98
$2.13K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115KNew |
$2.5M - $2.58M
|
115K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500- 67.66% |
$10.8K - $11.2K
|
239
$5.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.44K+ 1.57% |
$161K - $167K
|
482K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68.6KNew |
$1.49M - $1.54M
|
68.6K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.1KNew |
$370K - $383K
|
17.1K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28New |
$607 - $628
|
28
$609
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.78K+ 1.67% |
$212K - $219K
|
596K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$477 - $493
|
22
$478
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.62K- 18.64% |
$56.8K - $58.7K
|
11.4K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52New |
$1.13K - $1.17K
|
52
$1.13K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 83.91% |
$49.8K - $51.6K
|
441
$9.59K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 8.97% |
$23.8K - $24.6K
|
13.3K
$289K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-977- 44.61% |
$21.2K - $21.9K
|
1.21K
$26.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
4.46K+ 44.2% |
$96.7K - $100K
|
14.6K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
31.6KNew |
$686K - $710K
|
31.6K
$688K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.6KNew |
$686K - $710K
|
31.6K
$688K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 4.31% |
$390 - $404
|
400
$8.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
271KNew |
$5.88M - $6.08M
|
271K
$5.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
420+ 4.53% |
$9.11K - $9.42K
|
9.7K
$211K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.55K- 42.16% |
$120K - $124K
|
7.61K
$165K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.4KNew |
$1.62M - $1.7M
|
75.4K
$1.64M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-411- 1.87% |
$8.82K - $9.3K
|
21.6K
$470K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242New |
$5.2K - $5.47K
|
242
$5.26K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-52.7K- 99.98% |
$1.13M - $1.19M
|
13
$283
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.16K- 19.27% |
$132K - $139K
|
25.8K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-55- 26.32% |
$1.18K - $1.24K
|
154
$3.35K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.54K+ 17.34% |
$76K - $80.1K
|
24K
$521K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100New |
$2.15K - $2.26K
|
100
$2.17K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.15K- 9.87% |
$24.6K - $25.9K
|
10.5K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.7K- 60.76% |
$58K - $61.1K
|
1.74K
$37.9K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
20.8KNew |
$447K - $471K
|
20.8K
$452K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
23.2K+ 28.7% |
$499K - $525K
|
104K
$2.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
825New |
$17.7K - $18.7K
|
825
$17.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.47K+ 33.05% |
$95.9K - $101K
|
18K
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.79KNew |
$60K - $63.2K
|
2.79K
$60.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
10.3KNew |
$222K - $234K
|
10.3K
$225K
|
|