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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
22.6KNew |
$484K - $510K
|
22.6K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1K+ 7.68% |
$474K - $499K
|
310K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21K+ 1.45% |
$450K - $473K
|
1.46M
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
20.7K+ 6.02% |
$443K - $467K
|
365K
$8.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 51.68% |
$433K - $456K
|
59.3K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9KNew |
$427K - $450K
|
19.9K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
19.2K+ 8.86% |
$411K - $433K
|
236K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
19.2K+ 2.65% |
$411K - $432K
|
743K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.8K+ 6.12% |
$403K - $424K
|
326K
$7.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 10.26% |
$384K - $404K
|
193K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.2KNew |
$348K - $366K
|
16.2K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2KNew |
$347K - $365K
|
16.2K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.6K+ 20.68% |
$335K - $353K
|
91.3K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.64% |
$306K - $323K
|
163K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 23.92% |
$297K - $312K
|
71.7K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.98% |
$285K - $300K
|
348K
$7.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.8K+ 138.9% |
$275K - $289K
|
22K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.6K+ 3.81% |
$271K - $285K
|
345K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.5K+ 18.33% |
$267K - $281K
|
80.5K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8K+ 8.91% |
$254K - $267K
|
145K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.5K+ 10.74% |
$247K - $260K
|
119K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$247K - $260K
|
11.5K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$232K - $244K
|
10.8K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.7KNew |
$230K - $242K
|
10.7K
$236K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$224K - $236K
|
10.5K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.58KNew |
$205K - $216K
|
9.58K
$211K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.28KNew |
$177K - $187K
|
8.28K
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8.04K+ 3.05% |
$172K - $181K
|
271K
$5.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.87K+ 5.84% |
$169K - $177K
|
143K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 9.44% |
$160K - $168K
|
86.3K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.24K+ 13.45% |
$155K - $163K
|
61.1K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.24KNew |
$155K - $163K
|
7.24K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.22K+ 3.51% |
$155K - $163K
|
213K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.19K+ 34.62% |
$154K - $162K
|
28K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.13K+ 3.08% |
$153K - $161K
|
239K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.01KNew |
$150K - $158K
|
7.01K
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.9K+ 4.77% |
$148K - $155K
|
151K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.5KNew |
$118K - $124K
|
5.5K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 0.82% |
$108K - $113K
|
618K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5K+ 29.92% |
$107K - $113K
|
21.7K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.9KNew |
$105K - $110K
|
4.9K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.45KNew |
$95.3K - $100K
|
4.45K
$97.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.24K+ 177.18% |
$90.9K - $95.6K
|
6.63K
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.81K+ 8.33% |
$81.7K - $85.9K
|
49.6K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 19.81% |
$79.1K - $83.2K
|
22.3K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.55K+ 9.87% |
$76.1K - $80.1K
|
39.5K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.37K+ 18.1% |
$72.2K - $75.9K
|
22K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.13K+ 2.28% |
$67.2K - $70.7K
|
140K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.92K+ 0.21% |
$62.5K - $65.7K
|
1.4M
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.35K+ 21.82% |
$50.3K - $53K
|
13.1K
$289K
|