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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09K+ 0.39% |
$21.9K - $24.2K
|
281K
$6.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.07KNew |
$21.6K - $23.8K
|
1.07K
$23.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
994+ 8.53% |
$20K - $22K
|
12.6K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
888New |
$17.9K - $19.7K
|
888
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
573+ 154.03% |
$11.5K - $12.7K
|
945
$20.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
356+ 15.55% |
$7.16K - $7.9K
|
2.65K
$57.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
270New |
$5.43K - $5.99K
|
270
$5.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
225+ 1.22% |
$4.52K - $4.99K
|
18.7K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
207+ 9.14% |
$4.16K - $4.59K
|
2.47K
$53.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 1.33% |
$141 - $155
|
533
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.46% |
$80.4 - $88.7
|
278
$6.02K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.75% |
$20.1 - $22.2
|
58
$1.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1- 0.01% |
$20.1 - $22.2
|
10.3K
$223K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-185- 32.92% |
$3.72K - $4.1K
|
377
$8.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-196- 0.7% |
$3.94K - $4.35K
|
27.9K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-231- 2.3% |
$4.65K - $5.12K
|
9.8K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-266- 64.41% |
$5.35K - $5.9K
|
147
$3.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-278- 0.88% |
$5.59K - $6.17K
|
31.3K
$679K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 6.12% |
$8.04K - $8.87K
|
6.14K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-622- 69.81% |
$12.5K - $13.8K
|
269
$5.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-641- 0.78% |
$12.9K - $14.2K
|
81.6K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-642- 87.59% |
$12.9K - $14.2K
|
91
$1.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-678- 62.32% |
$13.6K - $15K
|
410
$8.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-976- 1.71% |
$19.6K - $21.6K
|
55.9K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.04K- 1.62% |
$20.8K - $23K
|
62.9K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 99.35% |
$27.6K - $30.4K
|
9
$195
|
|
|
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
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.96K- 2.95% |
$39.5K - $43.5K
|
64.5K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 57.54% |
$40.7K - $44.8K
|
1.49K
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.18K- 27.81% |
$43.8K - $48.3K
|
5.66K
$123K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.2K- 2.08% |
$44.3K - $48.9K
|
104K
$2.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.38K- 20.14% |
$47.8K - $52.7K
|
9.42K
$204K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.38K- 17.12% |
$47.9K - $52.8K
|
11.5K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 17.12% |
$47.9K - $52.8K
|
11.5K
$250K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.61K- 19.86% |
$52.4K - $57.8K
|
10.5K
$228K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-2.73K- 5.41% |
$54.8K - $60.4K
|
47.6K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.86K- 71.66% |
$57.6K - $63.5K
|
1.13K
$24.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.07K- 1.66% |
$61.8K - $68.1K
|
182K
$3.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.22K- 0.88% |
$64.8K - $71.5K
|
362K
$7.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.34K- 11.89% |
$67.2K - $74.1K
|
24.8K
$537K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.66K- 12.53% |
$73.7K - $81.2K
|
25.6K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.69K- 18.42% |
$74.1K - $81.8K
|
16.3K
$354K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.92K- 21.36% |
$78.7K - $86.8K
|
14.4K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.24K- 67.99% |
$85.2K - $94K
|
1.99K
$43.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.49K- 9.19% |
$90.3K - $99.6K
|
44.4K
$962K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.68K- 23.7% |
$94.1K - $104K
|
15.1K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.99K- 2.81% |
$100K - $111K
|
172K
$3.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6.55K- 15.22% |
$132K - $145K
|
36.5K
$791K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.71K- 2.81% |
$155K - $171K
|
267K
$5.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.01K- 4.95% |
$161K - $178K
|
154K
$3.33M
|