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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791Closed |
$17.4K - $18.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.24KClosed |
$49.3K - $53.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
400New |
$8.8K - $9.54K
|
400
$8.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-8.65KClosed |
$190K - $206K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-894Closed |
$19.7K - $21.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-69.9KClosed |
$1.66M - $1.77M
|
0
$0
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
22.1K+ 73.0% |
$525K - $559K
|
52.4K
$1.14M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.78KNew |
$185K - $197K
|
7.78K
$169K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20KClosed |
$474K - $505K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-33- 73.33% |
$783 - $835
|
12
$261
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.57KNew |
$37.3K - $39.7K
|
1.57K
$34.1K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.58KNew |
$37.6K - $40K
|
1.58K
$34.4K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2KClosed |
$47.5K - $50.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-516Closed |
$12.2K - $13.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.12K+ 95.66% |
$50.2K - $53.5K
|
4.33K
$94.1K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12KNew |
$285K - $304K
|
12K
$261K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-255Closed |
$6.05K - $6.45K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.61KClosed |
$228K - $243K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-10.1KClosed |
$239K - $254K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.13K- 97.03% |
$50.4K - $53.8K
|
65
$1.41K
|
|
|
Apr 18, 2022
Q1 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-504KClosed |
$12M - $12.8M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.78KClosed |
$42.3K - $45.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-44- 24.04% |
$1.04K - $1.11K
|
139
$3.02K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
454K+ 44.18% |
$11.5M - $11.7M
|
1.48M
$32.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.48KClosed |
$164K - $167K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.6KClosed |
$420K - $427K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.3KClosed |
$311K - $316K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-113KClosed |
$2.85M - $2.9M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 67.06% |
$25.8K - $26.2K
|
500
$10.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182Closed |
$4.61K - $4.68K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$289K - $294K
|
11.4K
$248K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$811 - $823
|
32
$696
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.18KClosed |
$55.2K - $56K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-75.5KClosed |
$1.91M - $1.94M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.8KClosed |
$198K - $201K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
55.5KNew |
$1.41M - $1.43M
|
55.5K
$1.21M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-25.1KClosed |
$644K - $651K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.2KClosed |
$391K - $396K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-198Closed |
$5.08K - $5.14K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-450Closed |
$11.6K - $11.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-121KClosed |
$3.1M - $3.14M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29KClosed |
$745K - $754K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-400Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146KClosed |
$3.76M - $3.8M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.9KClosed |
$359K - $367K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-33Closed |
$855 - $874
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-33Closed |
$855 - $874
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.74KClosed |
$45.1K - $46.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-112KClosed |
$2.96M - $2.99M
|
0
$0
|
|