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 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4K+ 1.92% |
$166K - $181K
|
213K
$9.66M
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.81K+ 9.43% |
$158K - $173K
|
44.2K
$2.01M
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
2.98K+ 15.49% |
$123K - $135K
|
22.2K
$1.01M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.98KNew |
$123K - $135K
|
2.98K
$135K
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.85K+ 1.47% |
$118K - $129K
|
196K
$8.91M
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.74K+ 18.07% |
$113K - $124K
|
17.9K
$811K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.49K+ 4.38% |
$103K - $113K
|
59.5K
$2.7M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.46KNew |
$102K - $111K
|
2.46K
$111K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$101K - $111K
|
2.45K
$111K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.44K+ 46.09% |
$101K - $110K
|
7.72K
$350K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.29K+ 9.35% |
$94.9K - $104K
|
26.8K
$1.22M
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.14K+ 9.9% |
$88.8K - $97.1K
|
23.8K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11K+ 3463.93% |
$87.5K - $95.7K
|
2.17K
$98.7K
|
|
Aug 06, 2021
Q2 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.99K+ 1.96% |
$82.4K - $90.1K
|
104K
$4.7M
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.98K+ 1.05% |
$82.1K - $89.8K
|
190K
$8.64M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.82K+ 23.03% |
$75.2K - $82.3K
|
9.7K
$440K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.72K+ 1.02% |
$71.1K - $77.8K
|
171K
$7.75M
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.51K+ 1.52% |
$62.7K - $68.6K
|
101K
$4.58M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.47KNew |
$61K - $66.7K
|
1.47K
$66.8K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.43KNew |
$59.3K - $64.8K
|
1.43K
$65K
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.41KNew |
$58.6K - $64.1K
|
1.41K
$64.2K
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.35K+ 2.19% |
$56K - $61.2K
|
63.1K
$2.86M
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
1.26K+ 63.61% |
$52.3K - $57.2K
|
3.25K
$147K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.24K+ 374.24% |
$51.2K - $55.9K
|
1.57K
$71K
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.16K+ 11.02% |
$48.1K - $52.5K
|
11.7K
$530K
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
BUY
|
- |
1.15K+ 3.04% |
$47.5K - $51.9K
|
38.9K
$1.76M
|
|
Jul 27, 2021
Q2 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 5.14% |
$47.2K - $51.6K
|
23.3K
$1.06M
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.09K+ 4.9% |
$45K - $49.2K
|
23.2K
$1.05M
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 6.9% |
$43.1K - $47.2K
|
16.1K
$732K
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
980+ 10.0% |
$40.6K - $44.4K
|
10.8K
$489K
|
|
Aug 16, 2021
Q2 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
932+ 1.53% |
$38.6K - $42.2K
|
61.9K
$2.81M
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
926+ 64.71% |
$38.4K - $41.9K
|
2.36K
$107K
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
819+ 0.23% |
$33.9K - $37.1K
|
359K
$16.3M
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
791+ 9.96% |
$32.8K - $35.8K
|
8.73K
$396K
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
757New |
$31.4K - $34.3K
|
757
$34.4K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
750New |
$31.1K - $34K
|
750
$34K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
712+ 4.45% |
$29.5K - $32.3K
|
16.7K
$758K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
627+ 114.0% |
$26K - $28.4K
|
1.18K
$53.4K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
602New |
$24.9K - $27.3K
|
602
$27.3K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
598+ 26.8% |
$24.8K - $27.1K
|
2.83K
$128K
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
566+ 7.24% |
$23.4K - $25.6K
|
8.38K
$380K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
500+ 65.02% |
$20.7K - $22.7K
|
1.27K
$57.6K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
474New |
$19.6K - $21.5K
|
474
$21.5K
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
377+ 0.6% |
$15.6K - $17.1K
|
63.1K
$2.86M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
376+ 30.97% |
$15.6K - $17K
|
1.59K
$72.2K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
372+ 91.85% |
$15.4K - $16.9K
|
777
$35.3K
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
331New |
$13.7K - $15K
|
331
$15K
|
|
Aug 16, 2021
Q2 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
327+ 1.13% |
$13.5K - $14.8K
|
29.3K
$1.33M
|
|
Jul 26, 2021
Q2 2021
|
Fullen Financial Group
|
BUY
|
- |
251+ 0.23% |
$10.4K - $11.4K
|
111K
$5.04M
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
246+ 0.49% |
$10.2K - $11.1K
|
50.8K
$2.31M
|