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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.77K+ 1.88% |
$80.4K - $85.6K
|
204K
$4.49M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 3863.75% |
$66K - $70.3K
|
3.17K
$69.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$47.5K - $50.6K
|
2.23K
$49K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.34KNew |
$28.7K - $30.5K
|
1.34K
$29.6K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.13KNew |
$24.1K - $25.7K
|
1.13K
$24.9K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
994New |
$21.2K - $22.6K
|
994
$21.9K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
457+ 3.17% |
$9.76K - $10.4K
|
14.9K
$328K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
333New |
$7.11K - $7.57K
|
333
$7.33K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54New |
$1.15K - $1.23K
|
54
$1.19K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$528
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$512 - $546
|
24
$528
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17New |
$363 - $386
|
17
$374
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$21.4 - $22.7
|
1
$22
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
961K+ 102.86% |
$20.2M - $20.9M
|
1.9M
$41.7M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.2KNew |
$528K - $548K
|
25.2K
$554K
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
11.3KNew |
$237K - $246K
|
11.3K
$249K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.4KNew |
$218K - $227K
|
10.4K
$229K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4K+ 75.72% |
$218K - $226K
|
24.1K
$531K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.03K+ 7.22% |
$147K - $153K
|
104K
$2.3M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.72K+ 663.08% |
$141K - $146K
|
7.73K
$170K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.45K+ 17245.0% |
$72.3K - $75.1K
|
3.47K
$76.4K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.61K+ 2.76% |
$33.8K - $35.1K
|
60K
$1.32M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$33.1K - $34.4K
|
1.58K
$34.8K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
541+ 0.65% |
$11.3K - $11.8K
|
84.3K
$1.86M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
500New |
$10.5K - $10.9K
|
500
$11K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107New |
$2.24K - $2.33K
|
107
$2.36K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
93New |
$1.95K - $2.02K
|
93
$2.05K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
49+ 0.48% |
$1.03K - $1.07K
|
10.3K
$228K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
360KNew |
$7.7M - $7.92M
|
360K
$7.92M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45.1KNew |
$965K - $993K
|
45.1K
$992K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21.1K+ 34.18% |
$453K - $466K
|
83K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
18KNew |
$385K - $397K
|
18K
$396K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.59K+ 70.69% |
$184K - $189K
|
20.7K
$456K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55KNew |
$119K - $122K
|
5.55K
$122K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.23KNew |
$26.4K - $27.2K
|
1.23K
$27.2K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
897New |
$19.2K - $19.8K
|
897
$19.8K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
499New |
$10.7K - $11K
|
499
$11K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
363+ 3.53% |
$7.77K - $8K
|
10.6K
$234K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
362New |
$7.75K - $7.98K
|
362
$7.97K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104New |
$2.23K - $2.29K
|
104
$2.29K
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
97+ 1.06% |
$2.08K - $2.14K
|
9.24K
$203K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
84New |
$1.8K - $1.85K
|
84
$1.85K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66New |
$1.41K - $1.45K
|
66
$1.45K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51New |
$1.09K - $1.12K
|
51
$1.12K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
85KNew |
$1.71M - $1.88M
|
85K
$1.87M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22.9KNew |
$460K - $508K
|
22.9K
$504K
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20K+ 17.61% |
$402K - $443K
|
133K
$2.94M
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2KNew |
$366K - $403K
|
18.2K
$401K
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.8K+ 6.13% |
$339K - $374K
|
292K
$6.42M
|