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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.5KNew |
$440K - $464K
|
20.5K
$446K
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$83 - $89.4
|
4
$87
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-65.5KClosed |
$1.36M - $1.46M
|
0
$0
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-755Closed |
$15.7K - $16.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.37KNew |
$28.4K - $30.6K
|
1.37K
$29.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
57+ 0.13% |
$1.18K - $1.27K
|
45.6K
$990K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
174New |
$3.61K - $3.89K
|
174
$3.78K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
158New |
$3.28K - $3.53K
|
158
$3.43K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20KNew |
$416K - $448K
|
20K
$436K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$33.3K - $35.8K
|
1.6K
$34.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
141KNew |
$2.92M - $3.14M
|
141K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$232K - $249K
|
11.2K
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
14K+ 23.82% |
$291K - $313K
|
72.9K
$1.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.82% |
$20.8 - $22.4
|
56
$1.22K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.39K - $1.5K
|
67
$1.46K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-633Closed |
$13.4K - $14.9K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52.1KNew |
$1.1M - $1.23M
|
52.1K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.19K- 3.35% |
$25.3K - $28.1K
|
34.4K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383KNew |
$8.12M - $9.03M
|
383K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-80.9K- 63.1% |
$1.71M - $1.9M
|
47.3K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6K- 32.18% |
$267K - $297K
|
26.6K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.13KNew |
$23.9K - $26.6K
|
1.13K
$24.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$63.6 - $70.7
|
357
$7.76K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.84% |
$27.4K - $30.5K
|
17.8K
$387K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$42.4 - $47.1
|
322
$7K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-100- 0.96% |
$2.12K - $2.36K
|
10.3K
$223K
|
|
| Q2 2022 | |||||||
|
Feb 13, 2025
Q2 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.4KClosed |
$471K - $510K
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576KNew |
$12.7M - $13.7M
|
576K
$12.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 345.71% |
$24.8K - $26.9K
|
1.45K
$31.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-14.3KClosed |
$316K - $342K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-45.6KClosed |
$1M - $1.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.7K- 4.2% |
$191K - $207K
|
199K
$4.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2New |
$44 - $47.7
|
2
$43.5
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-749Closed |
$16.5K - $17.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-10.8KClosed |
$237K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.77KClosed |
$38.9K - $42.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.2KClosed |
$665K - $720K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7KClosed |
$302K - $327K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-24.6K- 54.28% |
$541K - $586K
|
20.7K
$450K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.9KClosed |
$196K - $212K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.8KClosed |
$194K - $210K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.46% |
$31.1K - $33.7K
|
27.3K
$594K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
61.5KNew |
$1.35M - $1.47M
|
61.5K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-3.42K- 12.2% |
$75.2K - $81.5K
|
24.6K
$535K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 9.6% |
$2.09K - $2.26K
|
895
$19.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-17.4KClosed |
$383K - $415K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-550Closed |
$12.1K - $13.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.49KNew |
$76.7K - $83.1K
|
3.49K
$75.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.35KClosed |
$184K - $199K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.48KClosed |
$54.7K - $59.2K
|
0
$0
|
|