Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-257- 3.82% |
$10.2K - $11.1K
|
6.47K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-266- 0.4% |
$10.6K - $11.4K
|
66.1K
$3M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-293- 5.87% |
$11.7K - $12.6K
|
4.7K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-300- 6.45% |
$12K - $12.9K
|
4.35K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-323- 2.21% |
$12.9K - $13.9K
|
14.3K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-334- 94.35% |
$13.3K - $14.4K
|
20
$908
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-342- 21.65% |
$13.6K - $14.7K
|
1.24K
$56.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-359- 2.28% |
$14.3K - $15.5K
|
15.4K
$698K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-364- 2.22% |
$14.5K - $15.7K
|
16K
$728K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-371- 0.85% |
$14.8K - $16K
|
43.4K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-373- 5.59% |
$14.9K - $16.1K
|
6.31K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-377- 6.65% |
$15K - $16.2K
|
5.29K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-388- 5.4% |
$15.5K - $16.7K
|
6.8K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-391- 3.49% |
$15.6K - $16.8K
|
10.8K
$490K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-397- 1.18% |
$15.8K - $17.1K
|
33.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-400- 0.94% |
$15.9K - $17.2K
|
42.3K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-406- 0.32% |
$16.2K - $17.5K
|
125K
$5.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-407- 5.76% |
$16.2K - $17.5K
|
6.66K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-421- 4.23% |
$16.8K - $18.1K
|
9.52K
$432K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-425- 1.65% |
$16.9K - $18.3K
|
25.3K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-430- 3.36% |
$17.1K - $18.5K
|
12.4K
$562K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-438- 2.44% |
$17.5K - $18.9K
|
17.5K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-441- 4.05% |
$17.6K - $19K
|
10.5K
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-452- 4.47% |
$18K - $19.5K
|
9.67K
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-492- 3.94% |
$19.6K - $21.2K
|
12K
$544K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-496- 9.15% |
$19.8K - $21.3K
|
4.92K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-528- 13.12% |
$21K - $22.7K
|
3.5K
$159K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-539- 23.65% |
$21.5K - $23.2K
|
1.74K
$79K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-543- 1.57% |
$21.6K - $23.4K
|
34K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-546- 31.27% |
$21.8K - $23.5K
|
1.2K
$54.5K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-554- 8.06% |
$22.1K - $23.8K
|
6.32K
$287K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-557- 3.03% |
$22.2K - $24K
|
17.9K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-559- 7.15% |
$22.3K - $24.1K
|
7.25K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-566- 1.51% |
$22.6K - $24.4K
|
37K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-580- 2.33% |
$23.1K - $25K
|
24.3K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-587- 27.99% |
$23.4K - $25.3K
|
1.51K
$68.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-622- 1.7% |
$24.8K - $26.8K
|
36K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-630- 2.72% |
$25.1K - $27.1K
|
22.6K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-696- 6.06% |
$27.7K - $30K
|
10.8K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-702- 6.42% |
$28K - $30.2K
|
10.2K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-708- 4.51% |
$28.2K - $30.5K
|
15K
$680K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-732- 5.4% |
$29.2K - $31.5K
|
12.8K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-749- 84.16% |
$29.8K - $32.2K
|
141
$6.4K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-754- 3.45% |
$30K - $32.5K
|
21.1K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-772- 3.51% |
$30.8K - $33.2K
|
21.2K
$962K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-829- 2.05% |
$33K - $35.7K
|
39.7K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-853- 7.02% |
$34K - $36.7K
|
11.3K
$513K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-894- 3.46% |
$35.6K - $38.5K
|
24.9K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-953- 7.68% |
$38K - $41K
|
11.5K
$520K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-953- 1.24% |
$38K - $41K
|
75.8K
$3.44M
|