Purchases and Sales Made in Q4 2025 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 2025. 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 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
56K+ 9.04% |
$1.25M - $1.27M
|
675K
$15.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
37.8K+ 0.9% |
$846K - $858K
|
4.26M
$95.6M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
27.6K+ 17.59% |
$617K - $626K
|
184K
$4.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
18.7KNew |
$420K - $426K
|
18.7K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.1K+ 4.19% |
$360K - $365K
|
400K
$8.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.83K+ 3.81% |
$175K - $178K
|
213K
$4.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 4.74% |
$123K - $124K
|
121K
$2.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.99K+ 22.2% |
$112K - $113K
|
27.5K
$616K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.6K+ 29.85% |
$80.7K - $81.8K
|
15.7K
$352K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.84K+ 1.46% |
$41.2K - $41.8K
|
128K
$2.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
765+ 95.74% |
$17.1K - $17.4K
|
1.56K
$35.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
761+ 8.13% |
$17K - $17.3K
|
10.1K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
381New |
$8.53K - $8.65K
|
381
$8.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
330+ 2.28% |
$7.39K - $7.49K
|
14.8K
$333K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 1.41% |
$940 - $954
|
3.01K
$67.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-220- 55.0% |
$4.93K - $5K
|
180
$4.04K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-832- 6.02% |
$18.6K - $18.9K
|
13K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-906- 6.42% |
$20.3K - $20.6K
|
13.2K
$296K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-976- 5.81% |
$21.9K - $22.2K
|
15.8K
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.02K- 3.11% |
$22.8K - $23.1K
|
31.7K
$711K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.67K- 8.54% |
$104K - $106K
|
50K
$1.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15K- 32.71% |
$336K - $341K
|
30.9K
$693K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18K- 23.01% |
$403K - $409K
|
60.2K
$1.35M
|
|