Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.62M+ 3.76% |
$142M - $149M
|
183M
$3.93B
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.74M+ 98.82% |
$58.7M - $61.7M
|
5.51M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 9.73% |
$25.2M - $26.5M
|
13.3M
$285M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.15M+ 41.67% |
$24.8M - $26M
|
3.93M
$84.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.12M+ 1384.64% |
$24.1M - $25.4M
|
1.21M
$25.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.11M+ 3827.68% |
$23.8M - $25.1M
|
1.14M
$24.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
636K+ 47.79% |
$13.6M - $14.3M
|
1.97M
$42.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
270KNew |
$5.78M - $6.08M
|
270K
$5.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
250KNew |
$5.36M - $5.64M
|
250K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
240K+ 4.55% |
$5.15M - $5.41M
|
5.51M
$119M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
137KNew |
$2.93M - $3.08M
|
137K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
128KNew |
$2.75M - $2.89M
|
128K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
120KNew |
$2.58M - $2.72M
|
120K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
118KNew |
$2.52M - $2.65M
|
118K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107KNew |
$2.3M - $2.42M
|
107K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
97.8K+ 220.21% |
$2.1M - $2.21M
|
142K
$3.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
96.8K+ 14.9% |
$2.07M - $2.18M
|
746K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93.6K+ 22.42% |
$2.01M - $2.11M
|
511K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
59.9K+ 14.74% |
$1.28M - $1.35M
|
466K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
57.1K+ 116.4% |
$1.22M - $1.29M
|
106K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.6K+ 22.81% |
$1.17M - $1.23M
|
294K
$6.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.6K+ 42.06% |
$1.06M - $1.12M
|
167K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49.4K+ 128.03% |
$1.06M - $1.11M
|
87.9K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.7K+ 11.31% |
$979K - $1.03M
|
450K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.2KNew |
$904K - $952K
|
42.2K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
32.5KNew |
$697K - $733K
|
32.5K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29K+ 1999.17% |
$621K - $654K
|
30.4K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.5K+ 89.77% |
$567K - $597K
|
55.9K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
26K+ 80.57% |
$557K - $586K
|
58.3K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.2K+ 15.71% |
$539K - $567K
|
185K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 5.68% |
$524K - $551K
|
455K
$9.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.7K+ 15.99% |
$508K - $535K
|
172K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
22.6KNew |
$484K - $510K
|
22.6K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 51.68% |
$433K - $456K
|
59.3K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
19.2K+ 8.86% |
$411K - $433K
|
236K
$5.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
19.2K+ 2.65% |
$411K - $432K
|
743K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.8K+ 6.12% |
$403K - $424K
|
326K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 10.26% |
$384K - $404K
|
193K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.2KNew |
$347K - $365K
|
16.2K
$348K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.6K+ 20.68% |
$335K - $353K
|
91.3K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.64% |
$306K - $323K
|
163K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 2.56% |
$286K - $301K
|
533K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.98% |
$285K - $300K
|
348K
$7.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.8K+ 138.9% |
$275K - $289K
|
22K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.6K+ 3.81% |
$271K - $285K
|
345K
$7.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.5K+ 18.33% |
$267K - $281K
|
80.5K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
11.5K+ 10.74% |
$247K - $260K
|
119K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$247K - $260K
|
11.5K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$232K - $244K
|
10.8K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.7KNew |
$230K - $242K
|
10.7K
$230K
|