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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
25.2KNew |
$528K - $548K
|
25.2K
$565K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
11.3KNew |
$237K - $246K
|
11.3K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.4KNew |
$218K - $227K
|
10.4K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4K+ 75.72% |
$218K - $226K
|
24.1K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.03K+ 7.22% |
$147K - $153K
|
104K
$2.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.72K+ 663.08% |
$141K - $146K
|
7.73K
$173K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.45K+ 17245.0% |
$72.3K - $75.1K
|
3.47K
$77.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.61K+ 2.76% |
$33.8K - $35.1K
|
60K
$1.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
541+ 0.65% |
$11.3K - $11.8K
|
84.3K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
500New |
$10.5K - $10.9K
|
500
$11.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107New |
$2.24K - $2.33K
|
107
$2.4K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
93New |
$1.95K - $2.02K
|
93
$2.09K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
49+ 0.48% |
$1.03K - $1.07K
|
10.3K
$232K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
360KNew |
$7.7M - $7.92M
|
360K
$8.07M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45.1KNew |
$965K - $993K
|
45.1K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
21.1K+ 34.18% |
$453K - $466K
|
83K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
18KNew |
$385K - $397K
|
18K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.59K+ 70.69% |
$184K - $189K
|
20.7K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.55KNew |
$119K - $122K
|
5.55K
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.23KNew |
$26.4K - $27.2K
|
1.23K
$27.7K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
363+ 3.53% |
$7.77K - $8K
|
10.6K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104New |
$2.23K - $2.29K
|
104
$2.33K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
97+ 1.06% |
$2.08K - $2.14K
|
9.24K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
84New |
$1.8K - $1.85K
|
84
$1.88K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66New |
$1.41K - $1.45K
|
66
$1.48K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51New |
$1.09K - $1.12K
|
51
$1.14K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22.9KNew |
$460K - $508K
|
22.9K
$514K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20K+ 17.61% |
$402K - $443K
|
133K
$2.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2KNew |
$366K - $403K
|
18.2K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.8K+ 6.13% |
$339K - $374K
|
292K
$6.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15KNew |
$301K - $332K
|
15K
$336K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$254K - $280K
|
12.6K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6KNew |
$234K - $258K
|
11.6K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$209K - $231K
|
10.4K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.14KNew |
$184K - $203K
|
9.14K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.98KNew |
$59.8K - $66K
|
2.98K
$66.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.09KNew |
$42K - $46.3K
|
2.09K
$46.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.07KNew |
$21.6K - $23.8K
|
1.07K
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.46% |
$80.4 - $88.7
|
278
$6.24K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
468KNew |
$9.7M - $10.3M
|
468K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$320K - $339K
|
15.4K
$346K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13KNew |
$270K - $286K
|
13K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.09KNew |
$64K - $67.8K
|
3.09K
$69.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.73KNew |
$35.8K - $37.9K
|
1.73K
$38.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
608+ 4.29% |
$12.6K - $13.4K
|
14.8K
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152New |
$3.15K - $3.34K
|
152
$3.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
117New |
$2.43K - $2.57K
|
117
$2.63K
|
|