Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.28M+ 3891.03% |
$51M - $58.1M
|
1.31M
$58.3M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07M+ 80.4% |
$42.7M - $48.7M
|
2.4M
$107M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
859K+ 7.37% |
$34.3M - $39.1M
|
12.5M
$557M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
844K+ 148.77% |
$33.7M - $38.4M
|
1.41M
$62.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
729K+ 1785.68% |
$29.1M - $33.2M
|
770K
$34.3M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
709K+ 9.71% |
$28.3M - $32.3M
|
8.01M
$356M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
506K+ 242.51% |
$20.2M - $23M
|
714K
$31.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
326K+ 109.49% |
$13M - $14.8M
|
623K
$27.7M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
322KNew |
$12.9M - $14.7M
|
322K
$14.3M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
232K+ 21.35% |
$9.27M - $10.6M
|
1.32M
$58.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
220K+ 426.01% |
$8.77M - $10M
|
271K
$12.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
210KNew |
$8.39M - $9.56M
|
210K
$9.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
210KNew |
$8.38M - $9.55M
|
210K
$9.34M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
150KNew |
$5.98M - $6.82M
|
150K
$6.67M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
130K+ 302.76% |
$5.21M - $5.94M
|
174K
$7.72M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
120KNew |
$4.79M - $5.46M
|
120K
$5.34M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
116K+ 94.91% |
$4.65M - $5.3M
|
239K
$10.6M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
116KNew |
$4.61M - $5.26M
|
116K
$5.14M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 394.46% |
$4.46M - $5.09M
|
140K
$6.24M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 38.06% |
$4.2M - $4.79M
|
382K
$17M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
103K+ 1.87% |
$4.11M - $4.68M
|
5.59M
$249M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
98.9K+ 10.68% |
$3.95M - $4.5M
|
1.03M
$45.6M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
85.9K+ 19.67% |
$3.43M - $3.91M
|
523K
$23.3M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
81.1KNew |
$3.24M - $3.69M
|
81.1K
$3.61M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.7KNew |
$3.02M - $3.44M
|
75.7K
$3.37M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
74.2K+ 110.91% |
$2.96M - $3.38M
|
141K
$6.28M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
73.6K+ 124.38% |
$2.94M - $3.35M
|
133K
$5.91M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
68.7K+ 554.62% |
$2.74M - $3.12M
|
81K
$3.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.1K+ 19.61% |
$2.72M - $3.1M
|
416K
$18.5M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
63.8K+ 291.14% |
$2.55M - $2.9M
|
85.7K
$3.81M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.6K+ 29.34% |
$2.54M - $2.89M
|
280K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
59.3KNew |
$2.37M - $2.7M
|
59.3K
$2.64M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
56K+ 3.55% |
$2.23M - $2.55M
|
1.63M
$72.7M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
50.3K+ 69.34% |
$2.01M - $2.29M
|
123K
$5.47M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50.2K+ 83.61% |
$2M - $2.28M
|
110K
$4.9M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1K+ 590.32% |
$2M - $2.28M
|
58.5K
$2.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
49.7K+ 6.81% |
$1.98M - $2.26M
|
780K
$34.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
46.4K+ 580.88% |
$1.85M - $2.11M
|
54.4K
$2.42M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
45.7K+ 7.53% |
$1.82M - $2.08M
|
653K
$29M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
44.4K+ 5.13% |
$1.77M - $2.02M
|
912K
$40.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
43.4K+ 72.44% |
$1.73M - $1.98M
|
103K
$4.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43.4K+ 42.33% |
$1.73M - $1.97M
|
146K
$6.49M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.4K+ 3.16% |
$1.69M - $1.93M
|
1.38M
$61.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
38.9K+ 19.71% |
$1.55M - $1.77M
|
236K
$10.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
34.8K+ 9.48% |
$1.39M - $1.58M
|
402K
$17.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.5K+ 57.32% |
$1.38M - $1.57M
|
94.6K
$4.21M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$1.34M - $1.53M
|
33.6K
$1.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32.8K+ 2.4% |
$1.31M - $1.49M
|
1.4M
$62.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.3K+ 12.28% |
$1.25M - $1.42M
|
286K
$12.7M
|
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
30.7K+ 50.04% |
$1.22M - $1.4M
|
92K
$4.09M
|