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 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.4K+ 11.33% |
$722K - $789K
|
171K
$8.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 26.85% |
$706K - $772K
|
80.6K
$3.91M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
17K+ 34.25% |
$706K - $772K
|
66.8K
$3.24M
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
15.5K+ 1.97% |
$644K - $704K
|
803K
$38.9M
|
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.9K+ 13.48% |
$618K - $676K
|
126K
$6.09M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14.7K+ 8.31% |
$607K - $664K
|
191K
$9.26M
|
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
14.2K+ 3.9% |
$590K - $645K
|
379K
$18.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
13.4K+ 54.71% |
$554K - $605K
|
37.8K
$1.83M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.9KNew |
$494K - $540K
|
11.9K
$578K
|
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.1K+ 4.54% |
$462K - $505K
|
256K
$12.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 88.26% |
$444K - $486K
|
22.9K
$1.11M
|
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
9.89K+ 4.68% |
$410K - $448K
|
221K
$10.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.84K+ 6.37% |
$408K - $446K
|
164K
$7.97M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.23K+ 49.79% |
$382K - $418K
|
27.8K
$1.35M
|
|
|
Aug 09, 2021
Q2 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.85KNew |
$367K - $401K
|
8.85K
$429K
|
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.83K+ 72.0% |
$366K - $400K
|
21.1K
$1.02M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.57K+ 127.72% |
$355K - $388K
|
15.3K
$741K
|
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
8.45K+ 12.42% |
$350K - $383K
|
76.5K
$3.71M
|
|
|
Aug 03, 2021
Q2 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8.21K+ 14.34% |
$340K - $372K
|
65.5K
$3.18M
|
|
|
Aug 06, 2021
Q2 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
7.96K+ 7.23% |
$330K - $360K
|
118K
$5.72M
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.68KNew |
$318K - $348K
|
7.68K
$372K
|
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
7.28K+ 19.85% |
$302K - $330K
|
44K
$2.13M
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.18K+ 2005.87% |
$298K - $325K
|
7.54K
$366K
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.03K+ 55.38% |
$291K - $319K
|
19.7K
$957K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.74K+ 25.72% |
$279K - $305K
|
32.9K
$1.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.68K+ 59.58% |
$277K - $302K
|
17.9K
$867K
|
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
6.63K+ 8.07% |
$275K - $300K
|
88.8K
$4.31M
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
BUY
|
- |
6.31K+ 11.64% |
$261K - $286K
|
60.5K
$2.93M
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.21K+ 4.63% |
$257K - $281K
|
140K
$6.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.12K+ 7.12% |
$254K - $277K
|
92.1K
$4.47M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.1K+ 1098.38% |
$253K - $276K
|
6.65K
$323K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.84KNew |
$242K - $265K
|
5.84K
$283K
|
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
5.74KNew |
$238K - $260K
|
5.74K
$278K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.7K+ 27.61% |
$236K - $258K
|
26.3K
$1.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.57K+ 7.02% |
$231K - $252K
|
84.8K
$4.11M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5.41K+ 0.8% |
$224K - $245K
|
679K
$32.9M
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.37K+ 33.44% |
$222K - $243K
|
21.4K
$1.04M
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.19K+ 55.54% |
$215K - $235K
|
14.5K
$705K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.19KNew |
$215K - $235K
|
5.19K
$252K
|
|
|
Aug 09, 2021
Q2 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5.11KNew |
$212K - $232K
|
5.11K
$248K
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.03KNew |
$209K - $228K
|
5.03K
$244K
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.89KNew |
$203K - $222K
|
4.89K
$237K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.8KNew |
$199K - $218K
|
4.8K
$233K
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.77K+ 18.15% |
$198K - $216K
|
31.1K
$1.51M
|
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
BUY
|
- |
4.61K+ 27.3% |
$191K - $209K
|
21.5K
$1.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.6KNew |
$191K - $208K
|
4.6K
$223K
|
|
|
Aug 12, 2021
Q2 2021
|
Pecaut & Co.
|
BUY
|
- |
4.55KNew |
$188K - $206K
|
4.55K
$220K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.28KNew |
$177K - $194K
|
4.28K
$208K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
4.22KNew |
$175K - $191K
|
4.22K
$205K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.14K+ 35.43% |
$172K - $188K
|
15.8K
$768K
|