Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1.48M+ 42.62% |
$61.4M - $67.1M
|
4.96M
$240M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.34M+ 4403.84% |
$55.4M - $60.5M
|
1.37M
$66M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
724K+ 14.78% |
$30M - $32.8M
|
5.63M
$272M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
512KNew |
$21.2M - $23.2M
|
512K
$24.7M
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
382K+ 3.95% |
$15.8M - $17.3M
|
10.1M
$486M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
185K+ 278.3% |
$7.67M - $8.39M
|
252K
$12.2M
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
147K+ 114.82% |
$6.11M - $6.68M
|
276K
$13.3M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
143KNew |
$5.93M - $6.48M
|
143K
$6.91M
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
112K+ 2.24% |
$4.66M - $5.09M
|
5.14M
$248M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
109K+ 20.51% |
$4.52M - $4.95M
|
641K
$31M
|
|
Jul 23, 2021
Q2 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
109K+ 26.69% |
$4.51M - $4.93M
|
517K
$25M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
109KNew |
$4.5M - $4.92M
|
109K
$5.25M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101KNew |
$4.18M - $4.57M
|
101K
$4.88M
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
93.9K+ 15.86% |
$3.89M - $4.26M
|
686K
$33.2M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
82.5KNew |
$3.42M - $3.74M
|
82.5K
$3.99M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
74.6K+ 5.22% |
$3.09M - $3.38M
|
1.5M
$72.7M
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
66.3K+ 5.65% |
$2.75M - $3M
|
1.24M
$60M
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
62.1K+ 134.88% |
$2.57M - $2.81M
|
108K
$5.22M
|
|
Aug 16, 2021
Q2 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
61.9KNew |
$2.56M - $2.8M
|
61.9K
$2.99M
|
|
Aug 16, 2021
Q2 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
60.9KNew |
$2.52M - $2.76M
|
60.9K
$2.94M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.4KNew |
$2.46M - $2.69M
|
59.4K
$2.87M
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
59.3KNew |
$2.46M - $2.69M
|
59.3K
$2.87M
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
57.9KNew |
$2.4M - $2.62M
|
57.9K
$2.8M
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
57.2KNew |
$2.37M - $2.59M
|
57.2K
$2.76M
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
47.6K+ 2.79% |
$1.97M - $2.16M
|
1.75M
$84.7M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.9K+ 21.1% |
$1.9M - $2.08M
|
263K
$12.7M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.2K+ 33.18% |
$1.87M - $2.05M
|
182K
$8.78M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
44.1K+ 211.26% |
$1.83M - $2M
|
65K
$3.14M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
43K+ 23.43% |
$1.78M - $1.95M
|
226K
$10.9M
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.1K+ 16.81% |
$1.62M - $1.77M
|
272K
$13.1M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.9K+ 33.76% |
$1.53M - $1.67M
|
146K
$7.06M
|
|
Jul 22, 2021
Q2 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
36.2K+ 703.87% |
$1.5M - $1.64M
|
41.3K
$2M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.7K+ 8.41% |
$1.44M - $1.57M
|
448K
$21.6M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
34.4K+ 19.58% |
$1.43M - $1.56M
|
210K
$10.2M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33.7K+ 46.05% |
$1.4M - $1.53M
|
107K
$5.17M
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
32.8K+ 8.25% |
$1.36M - $1.49M
|
430K
$20.8M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
32K+ 2175.82% |
$1.33M - $1.45M
|
33.5K
$1.62M
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 6.25% |
$1.19M - $1.3M
|
487K
$23.5M
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.8K+ 4582.87% |
$1.15M - $1.26M
|
28.4K
$1.37M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27K+ 3.82% |
$1.12M - $1.22M
|
735K
$35.5M
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
25.8K+ 19.11% |
$1.07M - $1.17M
|
161K
$7.78M
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
25.6K+ 52.93% |
$1.06M - $1.16M
|
73.8K
$3.57M
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
25.1KNew |
$1.04M - $1.14M
|
25.1K
$1.21M
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
24.3KNew |
$1.01M - $1.1M
|
24.3K
$1.17M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.1K+ 63.59% |
$999K - $1.09M
|
62.1K
$3M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.2K+ 24.2% |
$962K - $1.05M
|
119K
$5.76M
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
23.1K+ 3.75% |
$958K - $1.05M
|
640K
$30.9M
|
|
Jul 22, 2021
Q2 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
18K+ 2.24% |
$745K - $815K
|
822K
$39.7M
|
|
Aug 10, 2021
Q2 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
17.8K+ 54.9% |
$736K - $805K
|
50.2K
$2.42M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.6K+ 32.94% |
$727K - $795K
|
70.8K
$3.42M
|