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 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-44Closed |
$1.59K - $1.85K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-54- 1.42% |
$1.95K - $2.27K
|
3.76K
$171K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-64- 0.56% |
$2.31K - $2.69K
|
11.3K
$515K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-82- 1.32% |
$2.96K - $3.45K
|
6.15K
$279K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 30.71% |
$2.96K - $3.45K
|
185
$8.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
SELL
|
- |
-86- 0.39% |
$3.1K - $3.62K
|
21.8K
$991K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.49% |
$3.21K - $3.75K
|
5.87K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115- 14.37% |
$4.14K - $4.84K
|
685
$31.1K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-122- 1.14% |
$4.4K - $5.13K
|
10.6K
$480K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-124- 1.44% |
$4.47K - $5.22K
|
8.49K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-144- 0.23% |
$5.19K - $6.06K
|
61.3K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-174- 0.58% |
$6.27K - $7.32K
|
30.1K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-185- 1.22% |
$6.67K - $7.78K
|
14.9K
$677K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-192- 0.08% |
$6.92K - $8.08K
|
250K
$11.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-203- 0.44% |
$7.32K - $8.54K
|
46K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-206- 0.21% |
$7.42K - $8.67K
|
98K
$4.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-216- 1.79% |
$7.78K - $9.09K
|
11.8K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-275- 65.95% |
$9.91K - $11.6K
|
142
$6.45K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-278- 3.37% |
$10K - $11.7K
|
7.97K
$362K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-305- 4.24% |
$11K - $12.8K
|
6.89K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-305- 4.49% |
$11K - $12.8K
|
6.49K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-307- 0.62% |
$11.1K - $12.9K
|
48.8K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-326- 1.69% |
$11.7K - $13.7K
|
18.9K
$859K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-335Closed |
$12.1K - $14.1K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-365- 0.4% |
$13.2K - $15.4K
|
92K
$4.18M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-369- 1.94% |
$13.3K - $15.5K
|
18.7K
$847K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-377- 1.21% |
$13.6K - $15.9K
|
30.8K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-385- 29.73% |
$13.9K - $16.2K
|
910
$41.3K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-386- 3.99% |
$13.9K - $16.2K
|
9.29K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-386- 1.91% |
$13.9K - $16.2K
|
19.8K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-395- 4.04% |
$14.2K - $16.6K
|
9.39K
$426K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-412- 62.14% |
$14.8K - $17.3K
|
251
$11.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-448- 7.59% |
$16.1K - $18.9K
|
5.45K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-484- 2.14% |
$17.4K - $20.4K
|
22.1K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-510- 1.81% |
$18.4K - $21.5K
|
27.7K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-512- 4.8% |
$18.5K - $21.5K
|
10.1K
$461K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-535- 6.82% |
$19.3K - $22.5K
|
7.31K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-579- 2.64% |
$20.9K - $24.4K
|
21.4K
$971K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-590- 1.42% |
$21.3K - $24.8K
|
41K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-606- 7.47% |
$21.8K - $25.5K
|
7.51K
$341K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-656- 2.4% |
$23.6K - $27.6K
|
26.7K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-706- 80.78% |
$25.4K - $29.7K
|
168
$7.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-719- 3.0% |
$25.9K - $30.3K
|
23.2K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-723- 3.47% |
$26.1K - $30.4K
|
20.1K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-828- 21.56% |
$29.8K - $34.8K
|
3.01K
$137K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-838- 20.49% |
$30.2K - $35.3K
|
3.25K
$148K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-848- 1.57% |
$30.6K - $35.7K
|
53.1K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-892- 3.59% |
$32.1K - $37.5K
|
23.9K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-918- 7.04% |
$33.1K - $38.6K
|
12.1K
$551K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-928- 0.7% |
$33.4K - $39.1K
|
133K
$6.02M
|