Purchases and Sales Made in Q4 2022 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)

SPMB Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q4 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
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
8.83K
+ 3.38%
$183K - $197K
270K $5.75M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.7K
+ 25.5%
$160K - $172K
37.9K $806K
Feb 13, 2023 Q4 2022
Wbi Investments, Inc.

BUY
 -
7.18K
+ 23.51%
$149K - $161K
37.7K $803K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
5.99K
+ 7.08%
$124K - $134K
90.5K $1.93M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
5.65K
New
$117K - $126K
5.65K $120K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.64K
+ 2.38%
$117K - $126K
243K $5.16M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
5.59K
+ 33.84%
$116K - $125K
22.1K $471K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
5.51K
+ 3.66%
$114K - $123K
156K $3.32M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
5.35K
New
$111K - $120K
5.35K $114K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
3.35K
+ 4.08%
$69.5K - $74.9K
85.6K $1.82M
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
2.91K
+ 7.64%
$60.4K - $65K
41K $872K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
2.88K
+ 10.14%
$59.8K - $64.4K
31.3K $666K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
2.8K
New
$58K - $62.5K
2.8K $59.5K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
2.72K
New
$56.5K - $60.8K
2.72K $57.9K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.61K
New
$54.1K - $58.3K
2.61K $55.5K
Feb 13, 2023 Q4 2022
Tcwp LLC

Tampa, FL
BUY
 -
2.54K
+ 14.21%
$52.8K - $56.8K
20.4K $435K
Jan 11, 2023 Q4 2022
Acropolis Investment Management, LLC

BUY
 -
1.93K
+ 19.5%
$40K - $43K
11.8K $251K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.88K
+ 11.58%
$39K - $42K
18.1K $385K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.6K
New
$33.3K - $35.8K
1.6K $34.1K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
1.37K
New
$28.4K - $30.6K
1.37K $29.2K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.13K
New
$23.5K - $25.3K
1.13K $24.1K
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.13K
+ 64.32%
$23.4K - $25.1K
2.87K $61.2K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
232
+ 4.65%
$4.82K - $5.19K
5.22K $111K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
209
New
$4.34K - $4.67K
209 $4.45K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
174
New
$3.61K - $3.89K
174 $3.7K
Feb 07, 2023 Q4 2022
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
158
New
$3.28K - $3.53K
158 $3.36K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
130
+ 0.7%
$2.7K - $2.91K
18.6K $397K
Jan 13, 2023 Q4 2022
Savior LLC

BUY
 -
121
New
$2.51K - $2.7K
121 $2.57K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
67
New
$1.39K - $1.5K
67 $1.43K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
57
+ 0.13%
$1.18K - $1.27K
45.6K $970K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
40
+ 0.03%
$830 - $894
118K $2.51M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
40
+ 20.83%
$830 - $894
232 $4.94K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
22
New
$457 - $492
22 $468
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
20
New
$415 - $447
20 $426
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
11
+ 0.12%
$228 - $246
9.39K $200K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
5
+ 0.16%
$104 - $112
3.19K $67.9K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
4
New
$83 - $89.4
4 $85.1
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
1
+ 1.82%
$20.8 - $22.4
56 $1.19K
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
1
+ 0.07%
$20.8 - $22.4
1.47K $31.2K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 1.82%
$20.8 - $22.4
56 $1.19K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-61
- 0.19%
$1.27K - $1.36K
31.7K $674K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-67
- 2.06%
$1.39K - $1.5K
3.18K $67.7K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

SELL
 -
-166
- 1.48%
$3.45K - $3.71K
11K $234K
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-180
- 30.1%
$3.74K - $4.02K
418 $8.9K
Feb 08, 2023 Q4 2022
Vectors Research Management, LLC

New York, NY
SELL
 -
-205
- 0.92%
$4.26K - $4.58K
22K $469K
Jan 24, 2023 Q4 2022
Hnp Capital LLC

SELL
 -
-205
- 0.92%
$4.26K - $4.58K
22K $469K
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-276
- 73.02%
$5.73K - $6.17K
102 $2.17K
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-434
- 1.56%
$9.01K - $9.7K
27.4K $582K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-487
- 1.5%
$10.1K - $10.9K
32K $680K

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