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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
271KNew |
$5.88M - $6.08M
|
271K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115KNew |
$2.5M - $2.58M
|
115K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68.6KNew |
$1.49M - $1.54M
|
68.6K
$1.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.6KNew |
$686K - $710K
|
31.6K
$710K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
31.6KNew |
$686K - $710K
|
31.6K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.1KNew |
$370K - $383K
|
17.1K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.44K+ 1.57% |
$161K - $167K
|
482K
$10.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
4.46K+ 44.2% |
$96.7K - $100K
|
14.6K
$327K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 8.97% |
$23.8K - $24.6K
|
13.3K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
420+ 4.53% |
$9.11K - $9.42K
|
9.7K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52New |
$1.13K - $1.17K
|
52
$1.17K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28New |
$607 - $628
|
28
$628
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$477 - $493
|
22
$494
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.4KNew |
$1.62M - $1.7M
|
75.4K
$1.69M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
23.2K+ 28.7% |
$499K - $525K
|
104K
$2.34M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
20.8KNew |
$447K - $471K
|
20.8K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.5KNew |
$440K - $464K
|
20.5K
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
10.3KNew |
$222K - $234K
|
10.3K
$232K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.47K+ 33.05% |
$95.9K - $101K
|
18K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.54K+ 17.34% |
$76K - $80.1K
|
24K
$538K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.79KNew |
$60K - $63.2K
|
2.79K
$62.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242New |
$5.2K - $5.47K
|
242
$5.43K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100New |
$2.15K - $2.26K
|
100
$2.24K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
141KNew |
$2.92M - $3.14M
|
141K
$3.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20KNew |
$416K - $448K
|
20K
$450K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
14K+ 23.82% |
$291K - $313K
|
72.9K
$1.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$232K - $249K
|
11.2K
$250K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$33.3K - $35.8K
|
1.6K
$36K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.37KNew |
$28.4K - $30.6K
|
1.37K
$30.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
174New |
$3.61K - $3.89K
|
174
$3.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
158New |
$3.28K - $3.53K
|
158
$3.55K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.39K - $1.5K
|
67
$1.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
57+ 0.13% |
$1.18K - $1.27K
|
45.6K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.82% |
$20.8 - $22.4
|
56
$1.26K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
383KNew |
$8.12M - $9.03M
|
383K
$8.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52.1KNew |
$1.1M - $1.23M
|
52.1K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.84% |
$27.4K - $30.5K
|
17.8K
$399K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.13KNew |
$23.9K - $26.6K
|
1.13K
$25.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$63.6 - $70.7
|
357
$8.01K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.63% |
$42.4 - $47.1
|
322
$7.23K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
576KNew |
$12.7M - $13.7M
|
576K
$12.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
61.5KNew |
$1.35M - $1.47M
|
61.5K
$1.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.49KNew |
$76.7K - $83.1K
|
3.49K
$78.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.46% |
$31.1K - $33.7K
|
27.3K
$613K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
400New |
$8.8K - $9.54K
|
400
$8.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2New |
$44 - $47.7
|
2
$44.9
|
|
| Q1 2022 | |||||||
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
22.1K+ 73.0% |
$525K - $559K
|
52.4K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12KNew |
$285K - $304K
|
12K
$269K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.78KNew |
$185K - $197K
|
7.78K
$175K
|
|