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 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
56K+ 9.04% |
$1.25M - $1.27M
|
675K
$15.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
37.8K+ 0.9% |
$846K - $858K
|
4.26M
$95.6M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
27.6K+ 17.59% |
$617K - $626K
|
184K
$4.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
18.7KNew |
$420K - $426K
|
18.7K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.1K+ 4.19% |
$360K - $365K
|
400K
$8.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.83K+ 3.81% |
$175K - $178K
|
213K
$4.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 4.74% |
$123K - $124K
|
121K
$2.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.99K+ 22.2% |
$112K - $113K
|
27.5K
$616K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.6K+ 29.85% |
$80.7K - $81.8K
|
15.7K
$352K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.84K+ 1.46% |
$41.2K - $41.8K
|
128K
$2.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
765+ 95.74% |
$17.1K - $17.4K
|
1.56K
$35.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
761+ 8.13% |
$17K - $17.3K
|
10.1K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
381New |
$8.53K - $8.65K
|
381
$8.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
330+ 2.28% |
$7.39K - $7.49K
|
14.8K
$333K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 1.41% |
$940 - $954
|
3.01K
$67.6K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98M+ 12.17% |
$43.1M - $44.7M
|
18.3M
$410M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.67M+ 0.9% |
$36.3M - $37.6M
|
186M
$4.17B
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
695K+ 224.03% |
$15.1M - $15.7M
|
1.01M
$22.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
428K+ 19.13% |
$9.31M - $9.65M
|
2.66M
$59.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
362KNew |
$7.87M - $8.16M
|
362K
$8.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
272K+ 9.82% |
$5.92M - $6.13M
|
3.04M
$68.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
248K+ 753.62% |
$5.39M - $5.59M
|
281K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219KNew |
$4.77M - $4.94M
|
219K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 12.05% |
$3.8M - $3.94M
|
1.62M
$36.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
169K+ 8.23% |
$3.69M - $3.82M
|
2.23M
$50M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
133K+ 11.35% |
$2.89M - $3M
|
1.3M
$29.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
120K+ 170.84% |
$2.62M - $2.72M
|
191K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 5.54% |
$2.5M - $2.59M
|
2.19M
$49.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
110K+ 5.27% |
$2.4M - $2.48M
|
2.2M
$49.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
94.2K+ 6.02% |
$2.05M - $2.13M
|
1.66M
$37.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.5KNew |
$1.4M - $1.46M
|
64.5K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
63.8K+ 12.19% |
$1.39M - $1.44M
|
587K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
59KNew |
$1.28M - $1.33M
|
59K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
55.3K+ 2.97% |
$1.2M - $1.25M
|
1.92M
$43M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
55.3K+ 2.97% |
$1.2M - $1.25M
|
1.92M
$43M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
53K+ 6.42% |
$1.15M - $1.2M
|
879K
$19.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
52.6KNew |
$1.15M - $1.19M
|
52.6K
$1.18M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50.8K+ 5.58% |
$1.11M - $1.15M
|
962K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49K+ 10.4% |
$1.07M - $1.11M
|
521K
$11.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
45KNew |
$979K - $1.01M
|
45K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.4K+ 9.33% |
$792K - $821K
|
426K
$9.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.7K+ 15.38% |
$756K - $783K
|
260K
$5.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.1K+ 32.32% |
$698K - $724K
|
131K
$2.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
30.7K+ 6.78% |
$668K - $692K
|
483K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
29.3K+ 119.77% |
$639K - $662K
|
53.8K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26KNew |
$567K - $588K
|
26K
$585K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.1K+ 76.77% |
$546K - $566K
|
57.7K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
22.6K+ 2.79% |
$491K - $509K
|
832K
$18.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.9K+ 5.64% |
$455K - $472K
|
392K
$8.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
19.9K+ 76.64% |
$433K - $449K
|
45.9K
$1.03M
|
|