Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20K+ 17.61% |
$402K - $443K
|
133K
$2.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
19.9K+ 2.76% |
$401K - $442K
|
743K
$16.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.2KNew |
$366K - $403K
|
18.2K
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.6K+ 53.63% |
$354K - $391K
|
50.5K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 102.47% |
$339K - $374K
|
33.3K
$722K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.8K+ 6.13% |
$339K - $374K
|
292K
$6.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 12.89% |
$327K - $360K
|
142K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15KNew |
$301K - $332K
|
15K
$324K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
14.8K+ 15.33% |
$297K - $328K
|
111K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 60.69% |
$259K - $285K
|
34K
$738K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$254K - $280K
|
12.6K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.6KNew |
$234K - $258K
|
11.6K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.5K+ 6.16% |
$231K - $255K
|
198K
$4.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.4KNew |
$229K - $252K
|
11.4K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$209K - $231K
|
10.4K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.4K+ 31.03% |
$209K - $231K
|
44K
$953K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
10.3KNew |
$208K - $229K
|
10.3K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.1K+ 31.73% |
$202K - $223K
|
41.7K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.22K+ 11.37% |
$185K - $205K
|
90.3K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.14KNew |
$184K - $203K
|
9.14K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.14KNew |
$184K - $203K
|
9.14K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8.59KNew |
$173K - $190K
|
8.59K
$186K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.65K+ 41.71% |
$154K - $170K
|
26K
$563K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7.47K+ 1666.96% |
$150K - $166K
|
7.92K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7K+ 47.54% |
$141K - $155K
|
21.7K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.31K+ 78.51% |
$127K - $140K
|
14.4K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
5.94K+ 5.17% |
$119K - $132K
|
121K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.25K+ 36.73% |
$106K - $116K
|
19.5K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 8.67% |
$103K - $113K
|
64.1K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.55K+ 30.81% |
$91.4K - $101K
|
19.3K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
4.24K+ 4.39% |
$85.3K - $94K
|
101K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.66K+ 1702.79% |
$73.6K - $81.2K
|
3.88K
$84K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.45K+ 7.52% |
$69.3K - $76.4K
|
49.3K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.43K+ 11.26% |
$69K - $76.1K
|
33.9K
$735K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23KNew |
$65K - $71.7K
|
3.23K
$70.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 29.47% |
$63.7K - $70.3K
|
13.9K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3K+ 548.72% |
$60.2K - $66.5K
|
3.54K
$76.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.98KNew |
$59.8K - $66K
|
2.98K
$64.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.55K+ 15.44% |
$51.3K - $56.5K
|
19.1K
$413K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.41K+ 13.87% |
$48.4K - $53.4K
|
19.8K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.25KNew |
$45.3K - $49.9K
|
2.25K
$48.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.21K+ 4.21% |
$44.5K - $49.1K
|
54.8K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.09KNew |
$42K - $46.3K
|
2.09K
$45.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.02KNew |
$40.7K - $44.8K
|
2.02K
$43.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.86K+ 2.11% |
$37.4K - $41.3K
|
90K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 2795.16% |
$34.9K - $38.4K
|
1.8K
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.48KNew |
$29.8K - $32.9K
|
1.48K
$32.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.27K+ 11.64% |
$25.5K - $28.1K
|
12.1K
$263K
|