Purchases and Sales Made in Q3 2022 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q3 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO MOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.71K- 22.5% |
$99.8K - $111K
|
16.2K
$349K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5K- 13.34% |
$106K - $118K
|
32.4K
$698K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.31K- 17.14% |
$113K - $125K
|
25.7K
$552K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.32K- 7.73% |
$113K - $125K
|
63.6K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.71K- 14.75% |
$121K - $134K
|
33K
$709K
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-6.49K- 2.56% |
$137K - $153K
|
247K
$5.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.8K- 17.65% |
$144K - $160K
|
31.7K
$682K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.03K- 4.46% |
$149K - $165K
|
150K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.57K- 6.02% |
$160K - $178K
|
118K
$2.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.54K- 19.52% |
$202K - $225K
|
39.3K
$845K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6K- 32.18% |
$267K - $297K
|
26.6K
$571K
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-12.6K- 3.98% |
$268K - $297K
|
304K
$6.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.6K- 40.57% |
$311K - $345K
|
21.5K
$461K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-16.8K- 3.38% |
$356K - $396K
|
481K
$10.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-25.1K- 8.37% |
$533K - $592K
|
275K
$5.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-26K- 4.32% |
$551K - $612K
|
575K
$12.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30K- 37.4% |
$636K - $706K
|
50.2K
$1.08M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-33.2K- 9.99% |
$703K - $781K
|
299K
$6.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-35.8K- 29.77% |
$759K - $843K
|
84.4K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.3K- 11.44% |
$833K - $925K
|
304K
$6.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-42.1K- 58.03% |
$893K - $992K
|
30.5K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.5K- 28.55% |
$1.09M - $1.21M
|
129K
$2.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-53.8K- 17.9% |
$1.14M - $1.27M
|
247K
$5.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58K- 5.14% |
$1.23M - $1.37M
|
1.07M
$23M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-61K- 36.61% |
$1.29M - $1.44M
|
106K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-80.9K- 63.1% |
$1.71M - $1.9M
|
47.3K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.3K- 11.11% |
$1.79M - $1.99M
|
674K
$14.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-129K- 90.77% |
$2.73M - $3.04M
|
13.1K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-194K- 12.98% |
$4.12M - $4.57M
|
1.3M
$28M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-212K- 30.43% |
$4.5M - $5M
|
485K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-379K- 96.65% |
$8.04M - $8.93M
|
13.1K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-480K- 12.49% |
$10.2M - $11.3M
|
3.36M
$72.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-622K- 15.27% |
$13.2M - $14.7M
|
3.45M
$74.2M
|