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 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.9KNew |
$592K - $640K
|
14.9K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.5K+ 14.56% |
$577K - $623K
|
114K
$5.17M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.4K+ 8.91% |
$574K - $619K
|
176K
$7.98M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.3K+ 31.43% |
$571K - $616K
|
59.9K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14.3K+ 6.28% |
$568K - $614K
|
241K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13.4K+ 49.22% |
$533K - $576K
|
40.6K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.1K+ 19.39% |
$523K - $565K
|
80.9K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9K+ 27.72% |
$516K - $557K
|
59.7K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.9K+ 87.68% |
$513K - $554K
|
27.5K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.3KNew |
$490K - $529K
|
12.3K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.2KNew |
$486K - $525K
|
12.2K
$553K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
12.1KNew |
$483K - $522K
|
12.1K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12K+ 8.13% |
$478K - $517K
|
160K
$7.25M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.9KNew |
$472K - $510K
|
11.9K
$538K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11.8K+ 30.7% |
$469K - $507K
|
50.1K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$444K - $479K
|
11.1K
$505K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.7K+ 3.42% |
$426K - $461K
|
324K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 1.77% |
$407K - $439K
|
587K
$26.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 1.89% |
$406K - $439K
|
549K
$24.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$402K - $434K
|
10.1K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.78K+ 1.53% |
$390K - $421K
|
648K
$29.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.3K+ 41.71% |
$371K - $400K
|
31.6K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.22K+ 7.34% |
$367K - $397K
|
135K
$6.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.19KNew |
$366K - $395K
|
9.19K
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.16K+ 19.68% |
$365K - $394K
|
55.7K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.84K+ 25.03% |
$352K - $380K
|
44.1K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.82K+ 2.18% |
$351K - $379K
|
413K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.67K+ 15.1% |
$345K - $373K
|
66.1K
$3M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.54K+ 4.91% |
$340K - $368K
|
183K
$8.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35K+ 3.19% |
$333K - $359K
|
270K
$12.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.1KNew |
$323K - $349K
|
8.1K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.03K+ 5.92% |
$320K - $345K
|
144K
$6.52M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8KNew |
$319K - $344K
|
8K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$318K - $343K
|
7.97K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
7.86KNew |
$313K - $338K
|
7.86K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.79K+ 2.37% |
$311K - $335K
|
337K
$15.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.77K+ 2.89% |
$310K - $335K
|
277K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.65K+ 9.24% |
$305K - $329K
|
90.3K
$4.1M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
7.36KNew |
$293K - $317K
|
7.36K
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.11K+ 57.66% |
$283K - $306K
|
19.5K
$883K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7.01KNew |
$279K - $302K
|
7.01K
$318K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.86K+ 5.05% |
$273K - $295K
|
143K
$6.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.8K+ 1.57% |
$271K - $293K
|
441K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.75K+ 78.34% |
$269K - $290K
|
15.4K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.74K+ 11.42% |
$268K - $290K
|
65.7K
$2.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
6.73KNew |
$268K - $290K
|
6.73K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.63KNew |
$264K - $285K
|
6.63K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
6.55K+ 10.35% |
$261K - $282K
|
69.8K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.25K+ 14.4% |
$249K - $269K
|
49.6K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.25KNew |
$249K - $269K
|
6.25K
$284K
|