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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
162+ 12.65% |
$6.47K - $7.37K
|
1.44K
$65.5K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
148+ 1.07% |
$5.91K - $6.73K
|
14K
$637K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
126New |
$5.03K - $5.73K
|
126
$5.72K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
126+ 1.24% |
$5.03K - $5.73K
|
10.3K
$466K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
108New |
$4.31K - $4.91K
|
108
$4.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
93+ 0.59% |
$3.71K - $4.23K
|
15.8K
$717K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
90+ 0.31% |
$3.59K - $4.1K
|
29.2K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
87New |
$3.47K - $3.96K
|
87
$3.95K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
82+ 4.9% |
$3.27K - $3.73K
|
1.76K
$79.7K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
73+ 0.37% |
$2.91K - $3.32K
|
19.7K
$893K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
70+ 1.19% |
$2.79K - $3.19K
|
5.98K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 17.94% |
$2.71K - $3.09K
|
447
$20.3K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 0.02% |
$2.16K - $2.46K
|
234K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
51+ 0.42% |
$2.04K - $2.32K
|
12.2K
$552K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46+ 0.84% |
$1.84K - $2.09K
|
5.51K
$250K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
45+ 0.67% |
$1.8K - $2.05K
|
6.77K
$307K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32+ 1.05% |
$1.28K - $1.46K
|
3.07K
$139K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 11.74% |
$998 - $1.14K
|
238
$10.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
24New |
$958 - $1.09K
|
24
$1.09K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22+ 0.35% |
$878 - $1K
|
6.3K
$286K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22+ 0.15% |
$878 - $1K
|
14.9K
$678K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
20+ 0.3% |
$798 - $910
|
6.65K
$302K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17+ 0.11% |
$678 - $774
|
14.9K
$674K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15+ 0.03% |
$599 - $683
|
46K
$2.09M
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
10+ 0.2% |
$399 - $455
|
5.04K
$229K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 3.05% |
$399 - $455
|
338
$15.3K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
10+ 0.01% |
$399 - $455
|
92.2K
$4.18M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 18.92% |
$279 - $319
|
44
$2K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3+ 0.02% |
$120 - $137
|
12.4K
$562K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
1+ 0.01% |
$39.9 - $45.5
|
7.56K
$343K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$39.9 - $45.5
|
5.2K
$236K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 0.06% |
$39.9 - $45.5
|
1.58K
$71.6K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3- 0.01% |
$120 - $137
|
25.1K
$1.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-7- 0.15% |
$279 - $319
|
4.54K
$206K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 1.93% |
$559 - $637
|
712
$32.3K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19Closed |
$758 - $865
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-19- 0.1% |
$758 - $865
|
18.8K
$854K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 0.67% |
$1.12K - $1.27K
|
4.17K
$189K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-38- 16.38% |
$1.52K - $1.73K
|
194
$8.81K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 55.41% |
$1.64K - $1.87K
|
33
$1.5K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53Closed |
$2.12K - $2.41K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-58- 0.65% |
$2.31K - $2.64K
|
8.91K
$404K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-85- 24.93% |
$3.39K - $3.87K
|
256
$11.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-85- 4.43% |
$3.39K - $3.87K
|
1.83K
$83.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-104- 14.94% |
$4.15K - $4.73K
|
592
$26.9K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-121- 1.93% |
$4.83K - $5.51K
|
6.15K
$279K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-122- 2.5% |
$4.87K - $5.55K
|
4.75K
$216K
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
SELL
|
- |
-143- 0.38% |
$5.71K - $6.51K
|
37.1K
$1.69M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-167- 2.29% |
$6.66K - $7.6K
|
7.13K
$324K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-168- 2.31% |
$6.7K - $7.64K
|
7.11K
$323K
|