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 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 1.97% |
$48.8K - $51.3K
|
118K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 133.18% |
$44.3K - $46.6K
|
3.62K
$79.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.07K+ 2.25% |
$44.3K - $46.6K
|
93.9K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 320.69% |
$43.8K - $46.1K
|
2.68K
$59.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2K+ 4.12% |
$42.9K - $45.1K
|
50.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.98K+ 144.21% |
$42.4K - $44.6K
|
3.35K
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79KNew |
$38.4K - $40.5K
|
1.79K
$39.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.75K+ 4.95% |
$37.5K - $39.4K
|
37K
$816K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 375.2% |
$30.8K - $32.4K
|
1.82K
$40.1K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.37KNew |
$29.3K - $30.8K
|
1.37K
$30.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.27K+ 12.25% |
$27.1K - $28.5K
|
11.6K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 5.1% |
$26.7K - $28.1K
|
25.6K
$564K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 5.54% |
$26.7K - $28.1K
|
23.7K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.2K+ 5.41% |
$25.6K - $26.9K
|
23.3K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.12K+ 0.54% |
$24K - $25.2K
|
210K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
789+ 626.19% |
$16.9K - $17.8K
|
915
$20.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
780+ 6.04% |
$16.7K - $17.6K
|
13.7K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
720+ 1.69% |
$15.4K - $16.2K
|
43.2K
$952K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
627+ 1.49% |
$13.4K - $14.1K
|
42.8K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
413+ 0.11% |
$8.85K - $9.31K
|
361K
$7.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
403+ 0.99% |
$8.64K - $9.09K
|
41.1K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
364+ 3.34% |
$7.8K - $8.21K
|
11.3K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
356New |
$7.63K - $8.03K
|
356
$7.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$7.46K - $7.85K
|
348
$7.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
341New |
$7.31K - $7.69K
|
341
$7.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
297New |
$6.36K - $6.7K
|
297
$6.54K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
184+ 3.86% |
$3.94K - $4.15K
|
4.96K
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
139+ 7.32% |
$2.98K - $3.13K
|
2.04K
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
132+ 10.83% |
$2.83K - $2.98K
|
1.35K
$29.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
78+ 0.17% |
$1.67K - $1.76K
|
45.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
60New |
$1.29K - $1.35K
|
60
$1.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44New |
$943 - $992
|
44
$969
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
35New |
$750 - $789
|
35
$771
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 1.34% |
$600 - $631
|
2.12K
$46.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21New |
$450 - $474
|
21
$462
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.26% |
$171 - $180
|
641
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.03% |
$150 - $158
|
27.1K
$597K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5New |
$107 - $113
|
5
$110
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$42.9 - $45.1
|
2
$44
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$21.4 - $22.6
|
1
$22
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.14% |
$21.4 - $22.6
|
712
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
70.3KNew |
$1.5M - $1.6M
|
70.3K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 150.96% |
$385K - $410K
|
30K
$661K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15KNew |
$320K - $341K
|
15K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$225K - $240K
|
10.5K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$222K - $237K
|
10.4K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
9.36KNew |
$200K - $213K
|
9.36K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.05KNew |
$193K - $206K
|
9.05K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.97K+ 8.57% |
$106K - $113K
|
63K
$1.39M
|
|