Purchases and Sales Made in Q1 2023 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 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 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.02K+ 7.26% |
$36.7K - $42.8K
|
15K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 561.67% |
$36.4K - $42.5K
|
1.19K
$54.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
997+ 1.33% |
$35.9K - $42K
|
75.9K
$3.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
968+ 9.87% |
$34.9K - $40.7K
|
10.8K
$489K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
940+ 13.79% |
$33.9K - $39.6K
|
7.76K
$352K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
910+ 0.24% |
$32.8K - $38.3K
|
384K
$17.4M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
899+ 1.51% |
$32.4K - $37.8K
|
60.5K
$2.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
805+ 0.87% |
$29K - $33.9K
|
93.7K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
798+ 27.64% |
$28.8K - $33.6K
|
3.69K
$167K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
786+ 6.45% |
$28.3K - $33.1K
|
13K
$589K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
774+ 0.36% |
$27.9K - $32.6K
|
216K
$9.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
730+ 0.6% |
$26.3K - $30.7K
|
123K
$5.6M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
710New |
$25.6K - $29.9K
|
710
$32.2K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
648+ 2.7% |
$23.4K - $27.3K
|
24.6K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
620+ 9.22% |
$22.3K - $26.1K
|
7.35K
$333K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
618New |
$22.3K - $26K
|
618
$28.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
607+ 10.78% |
$21.9K - $25.5K
|
6.24K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
585+ 10.67% |
$21.1K - $24.6K
|
6.07K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
581+ 23.95% |
$20.9K - $24.4K
|
3.01K
$136K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
550+ 9.96% |
$19.8K - $23.1K
|
6.07K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
544+ 0.67% |
$19.6K - $22.9K
|
81.8K
$3.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
525+ 1.78% |
$18.9K - $22.1K
|
30K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
510+ 2.47% |
$18.4K - $21.5K
|
21.1K
$960K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
509New |
$18.3K - $21.4K
|
509
$23.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
500+ 62.89% |
$18K - $21K
|
1.3K
$58.8K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
485+ 0.31% |
$17.5K - $20.4K
|
157K
$7.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
478+ 1.51% |
$17.2K - $20.1K
|
32.1K
$1.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
469+ 1.07% |
$16.9K - $19.7K
|
44.5K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
463New |
$16.7K - $19.5K
|
463
$21K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
428New |
$15.4K - $18K
|
428
$19.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
406+ 6.85% |
$14.6K - $17.1K
|
6.33K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
405+ 4.84% |
$14.6K - $17K
|
8.78K
$398K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
351+ 0.81% |
$12.7K - $14.8K
|
43.8K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
335New |
$12.1K - $14.1K
|
335
$15.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
327+ 1.12% |
$11.8K - $13.8K
|
29.5K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
326New |
$11.7K - $13.7K
|
326
$14.8K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
275+ 2.28% |
$9.91K - $11.6K
|
12.3K
$560K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
252+ 1.94% |
$9.08K - $10.6K
|
13.2K
$601K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
244+ 1.06% |
$8.79K - $10.3K
|
23.2K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
238New |
$8.58K - $10K
|
238
$10.8K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
209New |
$7.53K - $8.79K
|
209
$9.49K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
194+ 97.49% |
$6.99K - $8.16K
|
393
$17.8K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
183+ 0.92% |
$6.6K - $7.7K
|
20.1K
$913K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
180+ 2.57% |
$6.49K - $7.57K
|
7.19K
$326K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
169New |
$6.09K - $7.11K
|
169
$7.67K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
166+ 2.63% |
$5.98K - $6.99K
|
6.49K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
163+ 2.98% |
$5.87K - $6.86K
|
5.63K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 2.49% |
$5.59K - $6.52K
|
6.38K
$289K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
150+ 0.13% |
$5.41K - $6.31K
|
112K
$5.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
146+ 1.54% |
$5.26K - $6.14K
|
9.63K
$437K
|