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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
515+ 4.95% |
$11.2K - $11.6K
|
10.9K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
509+ 143.79% |
$11.1K - $11.5K
|
863
$19.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
505+ 1.19% |
$11K - $11.4K
|
43.1K
$967K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
479New |
$10.4K - $10.8K
|
479
$10.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
446+ 4.24% |
$9.71K - $10.1K
|
11K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
407+ 0.7% |
$8.86K - $9.19K
|
58.4K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
400+ 4.27% |
$8.71K - $9.03K
|
9.77K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
383New |
$8.34K - $8.64K
|
383
$8.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
333+ 1.62% |
$7.25K - $7.52K
|
20.9K
$470K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
315+ 0.34% |
$6.86K - $7.11K
|
92.9K
$2.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
306+ 82.48% |
$6.66K - $6.91K
|
677
$15.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
267+ 2.53% |
$5.81K - $6.03K
|
10.8K
$243K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
261New |
$5.68K - $5.89K
|
261
$5.86K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
254+ 0.31% |
$5.53K - $5.73K
|
81.9K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
240+ 11.06% |
$5.22K - $5.42K
|
2.41K
$54.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
235New |
$5.12K - $5.3K
|
235
$5.27K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
164+ 5.31% |
$3.57K - $3.7K
|
3.25K
$73K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
117+ 6.9% |
$2.55K - $2.64K
|
1.81K
$40.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
64+ 48.12% |
$1.39K - $1.44K
|
197
$4.42K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 4.73% |
$1.09K - $1.13K
|
1.11K
$24.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
33+ 0.09% |
$718 - $745
|
35.5K
$797K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31New |
$675 - $700
|
31
$696
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19New |
$414 - $429
|
19
$426
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.86% |
$327 - $339
|
1.75K
$39.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8+ 61.54% |
$174 - $181
|
21
$471
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.01% |
$65.3 - $67.7
|
26.7K
$599K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$21.8 - $22.6
|
1
$22.4
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
808KNew |
$17.4M - $17.9M
|
808K
$18.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80.1KNew |
$1.73M - $1.78M
|
80.1K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
50.4KNew |
$1.09M - $1.12M
|
50.4K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
20.6K+ 10.89% |
$445K - $458K
|
210K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
19.2K+ 581.82% |
$414K - $426K
|
22.5K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18.5KNew |
$398K - $410K
|
18.5K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
10.1KNew |
$219K - $225K
|
10.1K
$228K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4.64KNew |
$99.9K - $103K
|
4.64K
$104K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.35K+ 176.42% |
$72.2K - $74.4K
|
5.25K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08K+ 14.95% |
$44.8K - $46.1K
|
16K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.74KNew |
$37.6K - $38.7K
|
1.74K
$39.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.1K+ 1.17% |
$23.7K - $24.4K
|
95K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 666.67% |
$21.6K - $22.2K
|
1.15K
$25.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
800New |
$17.2K - $17.8K
|
800
$18K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
655New |
$14.1K - $14.5K
|
655
$14.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
625New |
$13.5K - $13.9K
|
625
$14K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
243New |
$5.24K - $5.39K
|
243
$5.45K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
157New |
$3.38K - $3.49K
|
157
$3.52K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.51K - $1.55K
|
70
$1.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.19% |
$603 - $622
|
15K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$21.6 - $22.2
|
4.8K
$108K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 1.41% |
$21.6 - $22.2
|
72
$1.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|