Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Mor (SPMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.15M+ 41.67% |
$24.8M - $26M
|
3.93M
$84.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
636K+ 47.79% |
$13.6M - $14.3M
|
1.97M
$42.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
120KNew |
$2.58M - $2.72M
|
120K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.2KNew |
$904K - $952K
|
42.2K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.5K+ 89.77% |
$567K - $597K
|
55.9K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
19.2K+ 8.86% |
$411K - $433K
|
236K
$5.08M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.64% |
$306K - $323K
|
163K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 2.56% |
$286K - $301K
|
533K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.8K+ 138.9% |
$275K - $289K
|
22K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.6K+ 3.81% |
$271K - $285K
|
345K
$7.42M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$247K - $260K
|
11.5K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$232K - $244K
|
10.8K
$233K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$224K - $236K
|
10.5K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.48KNew |
$203K - $214K
|
9.48K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8.04K+ 3.05% |
$172K - $181K
|
271K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.87K+ 5.84% |
$169K - $177K
|
143K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.22K+ 3.51% |
$155K - $163K
|
213K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.9KNew |
$105K - $110K
|
4.9K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.81K+ 8.33% |
$81.7K - $85.9K
|
49.6K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.35K+ 21.82% |
$50.3K - $53K
|
13.1K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.75K+ 4.95% |
$37.5K - $39.4K
|
37K
$797K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
789+ 626.19% |
$16.9K - $17.8K
|
915
$19.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
780+ 6.04% |
$16.7K - $17.6K
|
13.7K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
720+ 1.69% |
$15.4K - $16.2K
|
43.2K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
545+ 3.92% |
$11.7K - $12.3K
|
14.5K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
403+ 0.99% |
$8.64K - $9.09K
|
41.1K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
364+ 3.34% |
$7.8K - $8.21K
|
11.3K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
356New |
$7.63K - $8.03K
|
356
$7.66K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
35New |
$750 - $789
|
35
$753
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.4M+ 1.97% |
$72.6M - $77.2M
|
176M
$3.79B
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.81M+ 661.03% |
$38.6M - $41.1M
|
2.08M
$44.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.52M+ 14.36% |
$32.4M - $34.5M
|
12.1M
$260M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.41M+ 38.7% |
$30.1M - $32M
|
5.05M
$109M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.09MNew |
$23.3M - $24.8M
|
1.09M
$23.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
650KNew |
$13.9M - $14.8M
|
650K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
193K+ 495.76% |
$4.11M - $4.38M
|
231K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
186K+ 3.65% |
$3.97M - $4.22M
|
5.27M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
144KNew |
$3.08M - $3.28M
|
144K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111K+ 1696.58% |
$2.38M - $2.53M
|
118K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
107KNew |
$2.29M - $2.44M
|
107K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
93.2K+ 864.05% |
$1.99M - $2.12M
|
104K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.9K+ 318.58% |
$1.92M - $2.04M
|
118K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75.6K+ 26.49% |
$1.61M - $1.72M
|
361K
$7.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
70.3KNew |
$1.5M - $1.6M
|
70.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.6K+ 3.27% |
$1.42M - $1.51M
|
2.11M
$45.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
48.5KNew |
$1.04M - $1.1M
|
48.5K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
45.5K+ 6.7% |
$971K - $1.03M
|
724K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45.2K+ 15.02% |
$964K - $1.03M
|
346K
$7.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.4K+ 16.82% |
$885K - $942K
|
288K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38K+ 40.0% |
$810K - $863K
|
133K
$2.86M
|
|