Purchases and Sales Made in Q1 2024 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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 16, 2024 Q1 2024
Fsc Wealth Advisors, LLC

BUY
 -
2
+ 0.29%
$79.7 - $86.1
680 $29.9K
Apr 11, 2024 Q1 2024
Cooper Financial Group

BUY
 -
2
+ 0.01%
$79.7 - $86.1
34.4K $1.51M
Apr 25, 2024 Q1 2024
Professional Financial Advisors, LLC

BUY
 -
2
+ 0.04%
$79.7 - $86.1
5.57K $245K
May 13, 2024 Q1 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1
+ 0.57%
$39.9 - $43
177 $7.79K
Apr 12, 2024 Q1 2024
Gilman Hill Asset Management, LLC

BUY
 -
1
+ 0.0%
$39.9 - $43
23.7K $1.04M
May 13, 2024 Q1 2024
Atlantic Private Wealth, LLC

BUY
 -
1
+ 0.79%
$39.9 - $43
127 $5.59K
Apr 29, 2024 Q1 2024
Townsend Asset Management Corp

BUY
 -
1
+ 0.02%
$39.9 - $43
5.5K $242K
May 08, 2024 Q1 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
1
+ 0.01%
$39.9 - $43
7.68K $338K
Apr 25, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-1
- 0.01%
$39.9 - $43
18.6K $820K
Apr 25, 2024 Q1 2024
Lindbrook Capital, LLC

SELL
 -
-1
- 0.65%
$39.9 - $43
152 $6.69K
May 08, 2024 Q1 2024
New Square Capital LLC

SELL
 -
-6
Closed
$239 - $258
0 $0
Apr 15, 2024 Q1 2024
E Rn Financial, LLC

SELL
 -
-6
- 0.01%
$239 - $258
60.9K $2.68M
Apr 26, 2024 Q1 2024
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-12
- 0.21%
$478 - $516
5.69K $250K
May 03, 2024 Q1 2024
Keener Financial Planning LLC

Keller, TX
SELL
 -
-13
- 0.06%
$518 - $560
21.2K $934K
Feb 27, 2025 Q1 2024
Reap Financial Group, LLC

Austin, TX
SELL
 -
-13
- 4.19%
$518 - $560
297 $13.1K
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
SELL
 -
-17
- 0.43%
$677 - $732
3.91K $172K
May 08, 2024 Q1 2024
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-21
- 4.29%
$837 - $904
469 $20.6K
May 07, 2024 Q1 2024
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-29
- 5.26%
$1.16K - $1.25K
522 $23K
Apr 19, 2024 Q1 2024
E&G Advisors, LP

SELL
 -
-30
- 0.25%
$1.2K - $1.29K
12.2K $537K
May 13, 2024 Q1 2024
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-35
- 0.45%
$1.39K - $1.51K
7.82K $344K
May 15, 2024 Q1 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-36
- 1.57%
$1.43K - $1.55K
2.26K $99.5K
Apr 24, 2024 Q1 2024
Fingerlakes Wealth Management, Inc.

SELL
 -
-37
- 0.25%
$1.47K - $1.59K
14.9K $654K
May 14, 2024 Q1 2024
Modera Wealth Management, LLC

SELL
 -
-48
- 0.17%
$1.91K - $2.07K
27.6K $1.21M
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

SELL
 -
-59
- 0.41%
$2.35K - $2.54K
14.4K $635K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
SELL
 -
-63
- 0.59%
$2.51K - $2.71K
10.7K $469K
May 15, 2024 Q1 2024
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-66
- 0.24%
$2.63K - $2.84K
27.1K $1.19M
Apr 17, 2024 Q1 2024
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-68
- 0.33%
$2.71K - $2.93K
20.4K $895K
Apr 25, 2024 Q1 2024
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-72
- 0.49%
$2.87K - $3.1K
14.5K $639K
Apr 17, 2024 Q1 2024
Iron Horse Wealth Management, LLC

SELL
 -
-77
- 31.82%
$3.07K - $3.31K
165 $7.26K
May 01, 2024 Q1 2024
Tkg Advisors, LLC

SELL
 -
-81
- 0.42%
$3.23K - $3.49K
19K $836K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

SELL
 -
-94
- 28.23%
$3.75K - $4.05K
239 $10.5K
Oct 07, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
SELL
 -
-97
- 9.74%
$3.87K - $4.17K
899 $39.5K
May 10, 2024 Q1 2024
Quadcap Wealth Management, LLC

Frisco, TX
SELL
 -
-99
- 2.08%
$3.95K - $4.26K
4.67K $206K
May 01, 2024 Q1 2024
Pacific Sun Financial Corp

SELL
 -
-100
- 0.75%
$3.99K - $4.3K
13.3K $584K
May 10, 2024 Q1 2024
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-105
- 2.36%
$4.18K - $4.52K
4.34K $191K
May 07, 2024 Q1 2024
Bcgm Wealth Management, LLC

SELL
 -
-109
- 0.16%
$4.34K - $4.69K
68.5K $3.01M
Apr 22, 2024 Q1 2024
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-126
- 0.62%
$5.02K - $5.42K
20.4K $895K
May 14, 2024 Q1 2024
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-139
- 76.8%
$5.54K - $5.98K
42 $1.85K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
SELL
 -
-139
- 40.41%
$5.54K - $5.98K
205 $9.02K
May 03, 2024 Q1 2024
Power Wealth Management LLC

Roswell, GA
SELL
 -
-165
- 3.18%
$6.58K - $7.1K
5.02K $221K
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
SELL
 -
-167
- 0.17%
$6.65K - $7.19K
97.1K $4.27M
Apr 25, 2024 Q1 2024
Center For Asset Management LLC

SELL
 -
-170
- 2.01%
$6.77K - $7.32K
8.29K $365K
May 02, 2024 Q1 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-194
- 3.48%
$7.73K - $8.35K
5.38K $237K
Apr 17, 2024 Q1 2024
Act Advisors, Llc.

SELL
 -
-194
- 2.52%
$7.73K - $8.35K
7.51K $331K
Jan 27, 2025 Q1 2024
Caitlin John, LLC

Brighton, MI
SELL
 -
-197
- 9.27%
$7.85K - $8.48K
1.93K $84.8K
May 02, 2024 Q1 2024
Financial Counselors Inc

SELL
 -
-199
- 0.17%
$7.93K - $8.56K
114K $5.01M
May 14, 2024 Q1 2024
Harmony Asset Management LLC

Scottsdale, AZ
SELL
 -
-200
- 2.33%
$7.97K - $8.61K
8.39K $369K
May 15, 2024 Q1 2024
Community Bank, N.A.

SELL
 -
-200
- 23.87%
$7.97K - $8.61K
638 $28.1K
May 03, 2024 Q1 2024
Richardson Financial Services Inc.

Medway, MA
SELL
 -
-216
- 0.58%
$8.61K - $9.3K
36.8K $1.62M

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