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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.47K+ 33.05% |
$95.9K - $101K
|
18K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.54K+ 17.34% |
$76K - $80.1K
|
24K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.79KNew |
$60K - $63.2K
|
2.79K
$60.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
825New |
$17.7K - $18.7K
|
825
$17.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242New |
$5.2K - $5.47K
|
242
$5.23K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100New |
$2.15K - $2.26K
|
100
$2.16K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
141KNew |
$2.92M - $3.14M
|
141K
$3.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20KNew |
$416K - $448K
|
20K
$433K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
14K+ 23.82% |
$291K - $313K
|
72.9K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$232K - $249K
|
11.2K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 29.02% |
$223K - $240K
|
47.8K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$33.3K - $35.8K
|
1.6K
$34.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.37KNew |
$28.4K - $30.6K
|
1.37K
$29.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
174New |
$3.61K - $3.89K
|
174
$3.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
158New |
$3.28K - $3.53K
|
158
$3.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.39K - $1.5K
|
67
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
57+ 0.13% |
$1.18K - $1.27K
|
45.6K
$985K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$83 - $89.4
|
4
$86.5
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.82% |
$20.8 - $22.4
|
56
$1.21K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383KNew |
$8.12M - $9.03M
|
383K
$8.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52.1KNew |
$1.1M - $1.23M
|
52.1K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.84% |
$27.4K - $30.5K
|
17.8K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.13KNew |
$23.9K - $26.6K
|
1.13K
$24.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$63.6 - $70.7
|
357
$7.72K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$42.4 - $47.1
|
322
$6.96K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576KNew |
$12.7M - $13.7M
|
576K
$12.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
61.5KNew |
$1.35M - $1.47M
|
61.5K
$1.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.49KNew |
$76.7K - $83.1K
|
3.49K
$75.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.46% |
$31.1K - $33.7K
|
27.3K
$591K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 345.71% |
$24.8K - $26.9K
|
1.45K
$31.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
400New |
$8.8K - $9.54K
|
400
$8.65K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2New |
$44 - $47.7
|
2
$43.3
|
|
| Q1 2022 | |||||||
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
22.1K+ 73.0% |
$525K - $559K
|
52.4K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12KNew |
$285K - $304K
|
12K
$260K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.78KNew |
$185K - $197K
|
7.78K
$168K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.12K+ 95.66% |
$50.2K - $53.5K
|
4.33K
$93.6K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.58KNew |
$37.6K - $40K
|
1.58K
$34.2K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.57KNew |
$37.3K - $39.7K
|
1.57K
$34K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
454K+ 44.18% |
$11.5M - $11.7M
|
1.48M
$32.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
55.5KNew |
$1.41M - $1.43M
|
55.5K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$289K - $294K
|
11.4K
$247K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$811 - $823
|
32
$692
|
|
| Q2 2020 | |||||||
|
Mar 28, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.42KNew |
$250K - $254K
|
9.42K
$204K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367New |
$9.57K - $9.66K
|
367
$7.94K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
46New |
$1.2K - $1.21K
|
46
$995
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
41.4KNew |
N/A
|
41.4K
$896K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$21.6
|
|