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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-35.5K- 56.4% |
$1.41M - $1.53M
|
27.4K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.1K- 7.14% |
$1.52M - $1.64M
|
495K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40K- 18.44% |
$1.6M - $1.72M
|
177K
$8.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.6K- 5.64% |
$1.78M - $1.92M
|
746K
$34.2M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-49.4K- 85.06% |
$1.97M - $2.13M
|
8.68K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-50.1K- 58.23% |
$2M - $2.16M
|
35.9K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-50.5K- 30.53% |
$2.01M - $2.17M
|
115K
$5.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-51.5K- 76.37% |
$2.05M - $2.22M
|
15.9K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-58.5K- 4.51% |
$2.33M - $2.52M
|
1.24M
$56.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-61.4K- 25.44% |
$2.45M - $2.64M
|
180K
$8.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-63K- 6.15% |
$2.51M - $2.71M
|
961K
$44.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-65.1K- 19.25% |
$2.59M - $2.8M
|
273K
$12.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-65.9K- 73.17% |
$2.63M - $2.84M
|
24.2K
$1.11M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.4K- 2.48% |
$3.04M - $3.29M
|
3M
$138M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-81K- 18.63% |
$3.23M - $3.48M
|
354K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-94.5K- 90.75% |
$3.77M - $4.07M
|
9.64K
$443K
|
|
|
Nov 04, 2025
Q1 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-102K- 84.58% |
$4.08M - $4.4M
|
18.7K
$857K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-116K- 29.37% |
$4.63M - $5M
|
279K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-119K- 88.15% |
$4.72M - $5.1M
|
15.9K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125KClosed |
$4.99M - $5.39M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-129K- 1.82% |
$5.12M - $5.53M
|
6.93M
$318M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-130K- 3.89% |
$5.17M - $5.59M
|
3.2M
$147M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-137K- 40.06% |
$5.45M - $5.88M
|
205K
$9.39M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-161K- 99.74% |
$6.42M - $6.93M
|
413
$19K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-169K- 25.86% |
$6.71M - $7.25M
|
483K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-171K- 41.67% |
$6.82M - $7.37M
|
240K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-186K- 96.46% |
$7.41M - $8M
|
6.82K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-205K- 18.67% |
$8.17M - $8.82M
|
893K
$41M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-206K- 78.49% |
$8.21M - $8.86M
|
56.5K
$2.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-209K- 77.29% |
$8.33M - $9M
|
61.4K
$2.82M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-211K- 95.44% |
$8.4M - $9.07M
|
10.1K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-223K- 48.93% |
$8.89M - $9.6M
|
233K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-260K- 18.11% |
$10.4M - $11.2M
|
1.17M
$53.9M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-296K- 7.77% |
$11.8M - $12.7M
|
3.52M
$162M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-305K- 28.73% |
$12.2M - $13.1M
|
757K
$34.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-355K- 9.95% |
$14.1M - $15.3M
|
3.21M
$147M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-363K- 52.96% |
$14.5M - $15.6M
|
322K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-395K- 23.45% |
$15.7M - $17M
|
1.29M
$59.2M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-503K- 42.75% |
$20M - $21.6M
|
673K
$30.9M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-569K- 30.93% |
$22.7M - $24.5M
|
1.27M
$58.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-688K- 98.18% |
$27.4M - $29.6M
|
12.8K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-758K- 92.96% |
$30.2M - $32.6M
|
57.4K
$2.64M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.7M- 50.54% |
$67.8M - $73.3M
|
1.67M
$76.5M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.84M- 25.02% |
$73.2M - $79M
|
5.5M
$253M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.34M- 91.39% |
$133M - $144M
|
315K
$14.5M
|