Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 27.01% |
$530K - $564K
|
67K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 8.95% |
$260K - $277K
|
124K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 1.57% |
$252K - $268K
|
739K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 48.45% |
$234K - $249K
|
11.7K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.4KClosed |
$222K - $236K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-8.68K- 5.46% |
$185K - $197K
|
150K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.54K- 0.37% |
$161K - $171K
|
2M
$43.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.8K- 10.52% |
$145K - $155K
|
57.9K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.63K- 1.1% |
$98.9K - $105K
|
418K
$9.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.49K- 47.54% |
$95.9K - $102K
|
4.95K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.13K- 14.49% |
$88.2K - $93.9K
|
24.4K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.06K- 7.07% |
$44K - $46.8K
|
27.1K
$587K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-1.84K- 1.33% |
$39.4K - $41.9K
|
137K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.71K- 3.85% |
$36.6K - $39K
|
42.8K
$928K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.53K- 1.1% |
$32.7K - $34.8K
|
137K
$2.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19K- 70.18% |
$25.5K - $27.1K
|
507
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-807- 5.68% |
$17.2K - $18.3K
|
13.4K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-741- 3.13% |
$15.8K - $16.8K
|
22.9K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-550- 2.36% |
$11.7K - $12.5K
|
22.7K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-511- 20.78% |
$10.9K - $11.6K
|
1.95K
$42.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-418- 25.53% |
$8.92K - $9.5K
|
1.22K
$26.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-380- 2.0% |
$8.11K - $8.64K
|
18.6K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-61- 4.25% |
$1.3K - $1.39K
|
1.37K
$29.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 39.05% |
$875 - $932
|
64
$1.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12- 17.91% |
$256 - $273
|
55
$1.19K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-636K- 59.18% |
$13.3M - $13.8M
|
439K
$9.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-39.3K- 76.16% |
$824K - $855K
|
12.3K
$267K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-30.8K- 52.84% |
$646K - $670K
|
27.5K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.2K- 5.24% |
$256K - $266K
|
221K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.11K- 33.22% |
$107K - $111K
|
10.3K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.12K- 28.48% |
$86.4K - $89.7K
|
10.3K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.4K- 8.74% |
$29.4K - $30.6K
|
14.7K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.07K- 3.4% |
$22.4K - $23.2K
|
30.4K
$658K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.2K- 59.32% |
$496K - $511K
|
15.9K
$344K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.74K- 43.84% |
$209K - $215K
|
12.5K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.39K- 28.15% |
$115K - $119K
|
13.8K
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.09K- 18.15% |
$44.8K - $46.1K
|
9.44K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-878- 4.71% |
$18.8K - $19.4K
|
17.8K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-814- 1.71% |
$17.4K - $17.9K
|
46.8K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-573- 23.17% |
$12.3K - $12.6K
|
1.9K
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 48.33% |
$2.78K - $2.87K
|
139
$3.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 26.53% |
$2.14K - $2.2K
|
277
$6K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 18.68% |
$364 - $375
|
74
$1.6K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-8.59K- 7.37% |
$173K - $190K
|
108K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.47K- 98.32% |
$170K - $188K
|
145
$3.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.01K- 4.95% |
$161K - $178K
|
154K
$3.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.49K- 9.19% |
$90.3K - $99.6K
|
44.4K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 17.12% |
$47.9K - $52.8K
|
11.5K
$250K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.75K- 60.86% |
$35.2K - $38.8K
|
1.13K
$24.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-678- 62.32% |
$13.6K - $15K
|
410
$8.88K
|
|