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
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
59.3KNew |
$2.36M - $2.55M
|
59.3K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.1K+ 5.67% |
$2.36M - $2.54M
|
1.1M
$45.4M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
58.3K+ 6.95% |
$2.32M - $2.51M
|
897K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
56.2K+ 4.87% |
$2.24M - $2.42M
|
1.21M
$49.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54.9K+ 22.95% |
$2.19M - $2.36M
|
294K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 280.21% |
$2.14M - $2.31M
|
72.9K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.2K+ 718.02% |
$2.08M - $2.25M
|
59.4K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
51.2K+ 2.49% |
$2.04M - $2.2M
|
2.11M
$86.8M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.9K+ 26.39% |
$2.03M - $2.19M
|
244K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47.4KNew |
$1.89M - $2.04M
|
47.4K
$1.95M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
47.1K+ 50.9% |
$1.88M - $2.03M
|
140K
$5.75M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
43.4KNew |
$1.73M - $1.87M
|
43.4K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43K+ 15.81% |
$1.72M - $1.85M
|
315K
$13M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
42K+ 3.06% |
$1.67M - $1.81M
|
1.41M
$58.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.4KNew |
$1.53M - $1.65M
|
38.4K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
37.2K+ 19.69% |
$1.48M - $1.6M
|
226K
$9.31M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.2K+ 6.49% |
$1.44M - $1.56M
|
594K
$24.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.1K+ 13.49% |
$1.44M - $1.55M
|
304K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.9K+ 19.27% |
$1.43M - $1.55M
|
222K
$9.16M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
34.7K+ 10.3% |
$1.38M - $1.49M
|
371K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
34.4K+ 12.51% |
$1.37M - $1.48M
|
310K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
33.1KNew |
$1.32M - $1.43M
|
33.1K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
33.1K+ 1.89% |
$1.32M - $1.42M
|
1.78M
$73.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
30.8K+ 1.4% |
$1.23M - $1.32M
|
2.24M
$92.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 1051.87% |
$1.15M - $1.24M
|
31.5K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4K+ 491.12% |
$1.09M - $1.18M
|
33K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
26.9K+ 174.56% |
$1.07M - $1.16M
|
42.3K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.7K+ 10.88% |
$985K - $1.06M
|
252K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23K+ 16.97% |
$918K - $991K
|
159K
$6.54M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
22.9K+ 6.78% |
$912K - $985K
|
360K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2K+ 2464.56% |
$884K - $955K
|
23.1K
$951K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
22.1K+ 55.66% |
$880K - $951K
|
61.8K
$2.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21.2K+ 91.94% |
$845K - $913K
|
44.3K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.1K+ 57.34% |
$840K - $907K
|
57.8K
$2.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
19.7K+ 13.28% |
$785K - $848K
|
168K
$6.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
19.4K+ 9.47% |
$772K - $834K
|
224K
$9.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 2.55% |
$771K - $832K
|
777K
$32M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 7.94% |
$763K - $824K
|
260K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.7K+ 7.62% |
$746K - $806K
|
265K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
18K+ 88.66% |
$719K - $777K
|
38.4K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
17.8K+ 7.06% |
$710K - $767K
|
270K
$11.1M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17.6K+ 1241.66% |
$703K - $759K
|
19.1K
$786K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.5KNew |
$699K - $755K
|
17.5K
$723K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
17.3K+ 5.56% |
$690K - $745K
|
328K
$13.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
17.2K+ 31.27% |
$685K - $739K
|
72.1K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.6K+ 40.55% |
$663K - $716K
|
57.6K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.3K+ 109.67% |
$651K - $703K
|
31.2K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
16.1K+ 5.29% |
$640K - $692K
|
320K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.8KNew |
$630K - $680K
|
15.8K
$651K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15.6KNew |
$620K - $670K
|
15.6K
$642K
|