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
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
112+ 5.19% |
$4.46K - $4.82K
|
2.27K
$93.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
105+ 1.73% |
$4.18K - $4.52K
|
6.17K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
102+ 0.19% |
$4.06K - $4.39K
|
55.1K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
100+ 0.78% |
$3.99K - $4.3K
|
13K
$535K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
92+ 0.24% |
$3.67K - $3.96K
|
38.3K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90New |
$3.59K - $3.87K
|
90
$3.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
85+ 8.7% |
$3.39K - $3.66K
|
1.06K
$43.8K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
78+ 7.49% |
$3.11K - $3.36K
|
1.12K
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
77+ 0.35% |
$3.07K - $3.31K
|
22.2K
$917K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
77+ 1.01% |
$3.07K - $3.31K
|
7.73K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72New |
$2.87K - $3.1K
|
72
$2.97K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69New |
$2.75K - $2.97K
|
69
$2.84K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
69New |
$2.75K - $2.97K
|
69
$2.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 36.11% |
$2.59K - $2.8K
|
245
$10.1K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
56+ 0.9% |
$2.23K - $2.41K
|
6.3K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 6.31% |
$2.23K - $2.41K
|
944
$38.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 2.73% |
$2.19K - $2.37K
|
2.07K
$85.2K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52+ 0.69% |
$2.07K - $2.24K
|
7.56K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
50+ 0.35% |
$1.99K - $2.15K
|
14.2K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
46+ 1.03% |
$1.83K - $1.98K
|
4.52K
$186K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 0.93% |
$1.79K - $1.94K
|
4.9K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
42+ 0.27% |
$1.67K - $1.81K
|
15.5K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
41+ 0.78% |
$1.63K - $1.76K
|
5.31K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$1.63K - $1.76K
|
41
$1.69K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.07% |
$1.39K - $1.51K
|
47.1K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
29+ 0.17% |
$1.16K - $1.25K
|
17.2K
$708K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
28+ 0.02% |
$1.12K - $1.21K
|
136K
$5.62M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.12K - $1.21K
|
28
$1.15K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
28+ 0.77% |
$1.12K - $1.21K
|
3.67K
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 2.07% |
$1.04K - $1.12K
|
1.29K
$53K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
23+ 0.17% |
$917 - $990
|
13.6K
$559K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
19+ 0.09% |
$757 - $818
|
20.4K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
19+ 0.03% |
$757 - $818
|
74.8K
$3.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19+ 0.05% |
$757 - $818
|
39.3K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18+ 0.28% |
$717 - $775
|
6.39K
$263K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 0.35% |
$677 - $732
|
4.85K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14+ 0.09% |
$558 - $603
|
15K
$618K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1.51% |
$558 - $603
|
940
$38.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12+ 0.36% |
$478 - $516
|
3.35K
$138K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.18% |
$359 - $387
|
5.04K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9+ 0.1% |
$359 - $387
|
9.39K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.09% |
$319 - $344
|
8.52K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6+ 0.21% |
$239 - $258
|
2.83K
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.44% |
$199 - $215
|
1.15K
$47.2K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$159 - $172
|
6.13K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$120 - $129
|
11.8K
$485K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.01% |
$79.7 - $86.1
|
34.4K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$79.7 - $86.1
|
680
$28K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$79.7 - $86.1
|
5.57K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.17% |
$79.7 - $86.1
|
1.16K
$47.8K
|