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 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.47K- 98.32% |
$170K - $188K
|
145
$3.14K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-8.59K- 7.37% |
$173K - $190K
|
108K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 25.76% |
$203K - $224K
|
29.1K
$632K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-12.5K- 4.23% |
$252K - $278K
|
283K
$6.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-14.6K- 43.28% |
$294K - $324K
|
19.1K
$415K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-15.2K- 25.13% |
$305K - $337K
|
45.2K
$980K
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 2.24% |
$311K - $343K
|
675K
$14.6M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.1K- 32.32% |
$343K - $378K
|
35.7K
$774K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.2K- 1.23% |
$346K - $381K
|
1.38M
$29.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.7K- 25.5% |
$356K - $392K
|
51.7K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-19.7K- 6.91% |
$397K - $438K
|
266K
$5.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-20.4K- 22.59% |
$411K - $453K
|
70K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 12.22% |
$436K - $481K
|
156K
$3.37M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-24.3K- 25.17% |
$489K - $539K
|
72.2K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-24.3K- 25.17% |
$489K - $539K
|
72.2K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.1K- 73.21% |
$605K - $667K
|
11K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.5K- 3.42% |
$653K - $720K
|
917K
$19.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-39.6K- 3.16% |
$796K - $878K
|
1.21M
$26.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.1K- 15.13% |
$907K - $1M
|
253K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-49K- 55.28% |
$986K - $1.09M
|
39.7K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-49.8K- 7.88% |
$1M - $1.1M
|
582K
$12.6M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-50.1K- 7.92% |
$1.01M - $1.11M
|
583K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.8K- 9.35% |
$1.02M - $1.13M
|
492K
$10.7M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55.9K- 6.71% |
$1.12M - $1.24M
|
776K
$16.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-62.1K- 39.21% |
$1.25M - $1.38M
|
96.3K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70.4K- 84.78% |
$1.42M - $1.56M
|
12.6K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.6K- 14.46% |
$1.74M - $1.92M
|
512K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142K- 7.83% |
$2.85M - $3.15M
|
1.67M
$36.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-278K- 94.56% |
$5.6M - $6.17M
|
16K
$347K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-564K- 20.36% |
$11.3M - $12.5M
|
2.21M
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-615K- 69.66% |
$12.4M - $13.6M
|
268K
$5.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.08M- 96.5% |
$21.7M - $23.9M
|
39.1K
$846K
|