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 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.92K+ 15.95% |
$156K - $169K
|
28.5K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.59K+ 1.12% |
$143K - $155K
|
325K
$14.7M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
3.51K+ 4.71% |
$140K - $151K
|
77.9K
$3.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.51K+ 0.19% |
$140K - $151K
|
1.86M
$84.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.37K+ 1.82% |
$134K - $145K
|
189K
$8.56M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.36K+ 21.36% |
$134K - $145K
|
19.1K
$866K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 110.07% |
$133K - $144K
|
6.39K
$290K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.32K+ 26.98% |
$132K - $143K
|
15.6K
$708K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.2K+ 1.32% |
$128K - $138K
|
247K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.17K+ 15.65% |
$126K - $136K
|
23.4K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 18.13% |
$124K - $134K
|
20.2K
$919K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.09K+ 5.87% |
$123K - $133K
|
55.8K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.04K+ 26.5% |
$121K - $131K
|
14.5K
$658K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.93K+ 17.89% |
$117K - $126K
|
19.3K
$877K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.86K+ 9.35% |
$114K - $123K
|
33.4K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 3.42% |
$111K - $120K
|
84.4K
$3.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.77K+ 21.19% |
$110K - $119K
|
15.8K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.76K+ 12.59% |
$110K - $119K
|
24.6K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 45.49% |
$110K - $118K
|
8.8K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.72K+ 41.66% |
$108K - $117K
|
9.23K
$419K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.69KNew |
$107K - $116K
|
2.69K
$122K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.65K+ 11.21% |
$106K - $114K
|
26.3K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.65K+ 7.56% |
$106K - $114K
|
37.7K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.65K+ 2.86% |
$106K - $114K
|
95.3K
$4.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.63K+ 20.44% |
$105K - $113K
|
15.5K
$703K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.61K+ 0.67% |
$104K - $112K
|
393K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.59K+ 1.33% |
$103K - $112K
|
197K
$8.96M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.55K+ 19.03% |
$102K - $110K
|
15.9K
$724K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.48K+ 2.43% |
$99K - $107K
|
105K
$4.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.48K+ 6.08% |
$98.9K - $107K
|
43.3K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.46K+ 5.04% |
$98K - $106K
|
51.2K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.35KNew |
$93.8K - $101K
|
2.35K
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.3K+ 4.88% |
$91.5K - $98.8K
|
49.3K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.26KNew |
$90.2K - $97.4K
|
2.26K
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.2K+ 19.75% |
$87.7K - $94.7K
|
13.3K
$606K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.16K+ 16.7% |
$86K - $92.9K
|
15.1K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.16K+ 0.11% |
$86K - $92.8K
|
1.92M
$87.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.15K+ 6.63% |
$85.5K - $92.3K
|
34.5K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2.14K+ 228.95% |
$85.4K - $92.2K
|
3.08K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.03K+ 38.52% |
$80.8K - $87.3K
|
7.29K
$331K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 14.45% |
$80.3K - $86.7K
|
16K
$724K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 61.21% |
$76.3K - $82.4K
|
5.04K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.87K+ 2.05% |
$74.6K - $80.6K
|
93.4K
$4.24M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.84K+ 10.08% |
$73.3K - $79.2K
|
20.1K
$912K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.73K+ 4.28% |
$68.7K - $74.2K
|
42.1K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.71K+ 2.71% |
$68.1K - $73.6K
|
64.8K
$2.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.7K+ 4.65% |
$67.7K - $73.1K
|
38.2K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 4.87% |
$65.8K - $71.1K
|
35.6K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.64K+ 7.13% |
$65.2K - $70.4K
|
24.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.64K+ 29.58% |
$65.2K - $70.4K
|
7.17K
$325K
|