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 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.64K+ 29.58% |
$65.2K - $70.4K
|
7.17K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.55K+ 5.12% |
$61.9K - $66.9K
|
31.9K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.55K+ 2.68% |
$61.8K - $66.7K
|
59.3K
$2.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.53K+ 1.55% |
$60.8K - $65.7K
|
99.9K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.52KNew |
$60.5K - $65.3K
|
1.52K
$62.6K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.51K+ 16.34% |
$60.2K - $65K
|
10.7K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.49K+ 5.37% |
$59.2K - $64K
|
29.1K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47KNew |
$58.7K - $63.4K
|
1.47K
$60.7K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 2.6% |
$55.8K - $60.3K
|
55.2K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.35K+ 24.58% |
$53.9K - $58.2K
|
6.85K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.35K+ 14.0% |
$53.9K - $58.2K
|
11K
$454K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.35K+ 10.87% |
$53.7K - $58K
|
13.7K
$566K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.29K+ 10.39% |
$51.5K - $55.6K
|
13.7K
$566K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 2.15% |
$49.5K - $53.4K
|
59K
$2.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.24K+ 3.9% |
$49.3K - $53.2K
|
32.9K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19K+ 498.33% |
$47.5K - $51.3K
|
1.43K
$58.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.17K+ 101.48% |
$46.5K - $50.2K
|
2.32K
$95.5K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.16K+ 19.31% |
$46.3K - $50.1K
|
7.19K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.15K+ 2.04% |
$45.8K - $49.5K
|
57.5K
$2.37M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.15K+ 9.52% |
$45.7K - $49.4K
|
13.2K
$544K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14KNew |
$45.5K - $49.1K
|
1.14K
$47K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.13K+ 5.03% |
$45.1K - $48.7K
|
23.6K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.07K+ 12.36% |
$42.7K - $46.1K
|
9.75K
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.05K+ 2.17% |
$41.8K - $45.1K
|
49.5K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.03K+ 4.45% |
$41K - $44.3K
|
24.2K
$996K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.02K+ 7.2% |
$40.7K - $44K
|
15.2K
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 1.46% |
$40.4K - $43.6K
|
70.3K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
969+ 5.81% |
$38.6K - $41.7K
|
17.6K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
935+ 6.48% |
$37.3K - $40.2K
|
15.4K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
931New |
$37.1K - $40.1K
|
931
$38.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
929New |
$37K - $40K
|
929
$38.3K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
897+ 2.35% |
$35.7K - $38.6K
|
39K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
865+ 10.5% |
$34.5K - $37.2K
|
9.1K
$375K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
846+ 51.33% |
$33.7K - $36.4K
|
2.49K
$103K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
845New |
$33.7K - $36.4K
|
845
$34.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
844+ 1918.18% |
$33.6K - $36.3K
|
888
$36.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
811+ 7.63% |
$32.3K - $34.9K
|
11.4K
$471K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
692+ 1.34% |
$27.6K - $29.8K
|
52.5K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
617+ 4.21% |
$24.6K - $26.6K
|
15.3K
$630K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
596+ 0.74% |
$23.8K - $25.7K
|
81.5K
$3.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
586+ 1.9% |
$23.4K - $25.2K
|
31.4K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
578+ 3.53% |
$23K - $24.9K
|
17K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
548+ 1.27% |
$21.8K - $23.6K
|
43.8K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
537+ 1.49% |
$21.4K - $23.1K
|
36.5K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
520+ 0.74% |
$20.7K - $22.4K
|
70.8K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
510+ 2.41% |
$20.3K - $22K
|
21.7K
$894K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
495+ 3.54% |
$19.7K - $21.3K
|
14.5K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
495+ 6.74% |
$19.7K - $21.3K
|
7.84K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 49.08% |
$19.1K - $20.6K
|
1.46K
$60K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
470+ 6.25% |
$18.7K - $20.2K
|
7.99K
$329K
|