Purchases and Sales Made in Q1 2023 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q1 2023. 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 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
38.3K
+ 2.33%
$1.38M - $1.61M
1.68M $76.3M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
34.6K
New
$1.25M - $1.46M
34.6K $1.57M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
32.4K
+ 19.54%
$1.17M - $1.36M
198K $8.98M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
32K
+ 6.79%
$1.15M - $1.35M
504K $22.9M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
31.7K
+ 423.96%
$1.14M - $1.33M
39.1K $1.78M
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
31.1K
+ 5.78%
$1.12M - $1.31M
569K $25.8M
May 04, 2023 Q1 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
30.2K
+ 6.41%
$1.09M - $1.27M
501K $22.8M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
30K
+ 2719.38%
$1.08M - $1.26M
31.1K $1.41M
May 05, 2023 Q1 2023
Wealth Management Solutions, LLC

BUY
 -
30K
+ 14.81%
$1.08M - $1.26M
232K $10.5M
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
29.2K
+ 63.23%
$1.05M - $1.23M
75.4K $3.42M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
26.8K
+ 20.14%
$967K - $1.13M
160K $7.26M
May 15, 2023 Q1 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
26.5K
New
$955K - $1.12M
26.5K $1.2M
Apr 12, 2023 Q1 2023
626 Financial, LLC

BUY
 -
26.2K
+ 37.51%
$946K - $1.1M
96.2K $4.37M
May 15, 2023 Q1 2023
Nsi Retail Advisors, LLC

Pittsburgh, PA
BUY
 -
26.2K
New
$944K - $1.1M
26.2K $1.19M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
26K
+ 3.02%
$938K - $1.1M
888K $40.3M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
25.8K
+ 11.19%
$931K - $1.09M
257K $11.6M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
24.1K
New
$868K - $1.01M
24.1K $1.09M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
22.3K
+ 2.5%
$804K - $939K
917K $41.6M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
21.5K
+ 11.66%
$777K - $907K
206K $9.36M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
21.5K
+ 78.09%
$774K - $904K
49K $2.22M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
21.1K
New
$762K - $890K
21.1K $960K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
20.4K
+ 18.73%
$736K - $860K
130K $5.88M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
20K
+ 148.06%
$719K - $840K
33.4K $1.52M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
19.7K
+ 3.65%
$711K - $830K
560K $25.4M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
19.4K
+ 7.63%
$699K - $817K
274K $12.4M
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
19.3K
New
$696K - $812K
19.3K $876K
Apr 06, 2023 Q1 2023
Peterson Wealth Advisors, LLC

BUY
 -
19.1K
+ 3.3%
$689K - $805K
599K $27.2M
May 10, 2023 Q1 2023
North Star Asset Management Inc

BUY
 -
18.8K
+ 9.53%
$677K - $791K
216K $9.81M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
18.8K
New
$677K - $791K
18.8K $853K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
18.5K
+ 21.38%
$666K - $778K
105K $4.77M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
18.2K
New
$654K - $764K
18.2K $824K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
17.5K
+ 10.04%
$631K - $737K
192K $8.71M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
17.5K
+ 78.75%
$630K - $736K
39.7K $1.8M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
17.2K
+ 65.06%
$619K - $723K
43.6K $1.98M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
16.9K
New
$609K - $711K
16.9K $766K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
16.7K
+ 12.72%
$603K - $704K
148K $6.73M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
16.5K
+ 41.21%
$595K - $694K
56.5K $2.57M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
16.2K
+ 23.21%
$585K - $682K
86.1K $3.91M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
16.1K
+ 102.96%
$581K - $678K
31.8K $1.44M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
16.1K
+ 8.66%
$580K - $677K
202K $9.17M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
15K
+ 1.21%
$540K - $630K
1.26M $57M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
14.8K
+ 12.82%
$534K - $623K
130K $5.92M
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
14.3K
+ 10.46%
$514K - $600K
151K $6.84M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
14.2K
+ 402.27%
$511K - $597K
17.7K $803K
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
14.1K
New
$510K - $595K
14.1K $642K
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
13.8K
New
$496K - $579K
13.8K $625K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
13.7K
+ 34.68%
$493K - $576K
53.2K $2.41M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
13.7K
+ 55.6%
$493K - $576K
38.3K $1.74M
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
13.6K
New
$491K - $573K
13.6K $618K

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