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 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
240+ 0.01% |
$9.94K - $10.9K
|
3.13M
$142M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
163+ 0.97% |
$6.75K - $7.38K
|
16.9K
$768K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
143+ 0.51% |
$5.92K - $6.48K
|
28.3K
$1.28M
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
133New |
$5.51K - $6.02K
|
133
$6.04K
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
116+ 0.08% |
$4.81K - $5.25K
|
140K
$6.37M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
115+ 5.13% |
$4.76K - $5.21K
|
2.36K
$107K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
110+ 211.54% |
$4.56K - $4.98K
|
162
$7.35K
|
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
100+ 1.49% |
$4.14K - $4.53K
|
6.8K
$308K
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
96+ 28.4% |
$3.98K - $4.35K
|
434
$19.7K
|
|
Aug 02, 2021
Q2 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
86+ 0.86% |
$3.56K - $3.9K
|
10.1K
$459K
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
85+ 0.83% |
$3.52K - $3.85K
|
10.4K
$471K
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
60+ 1.03% |
$2.49K - $2.72K
|
5.91K
$268K
|
|
Sep 01, 2023
Q2 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
53+ 0.28% |
$2.2K - $2.4K
|
19.2K
$871K
|
|
Jul 29, 2021
Q2 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
48+ 0.85% |
$1.99K - $2.17K
|
5.72K
$259K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
47+ 0.24% |
$1.95K - $2.13K
|
19.9K
$901K
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41+ 0.28% |
$1.7K - $1.86K
|
14.8K
$671K
|
|
Jul 16, 2021
Q2 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
40+ 0.84% |
$1.66K - $1.81K
|
4.82K
$219K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
32New |
$1.33K - $1.45K
|
32
$1.45K
|
|
Jul 07, 2021
Q2 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
31+ 0.23% |
$1.28K - $1.4K
|
13.7K
$622K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
28+ 0.06% |
$1.16K - $1.27K
|
45.9K
$2.09M
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
16+ 0.27% |
$663 - $725
|
5.91K
$268K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
14+ 25.0% |
$580 - $634
|
70
$3.18K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 3.03% |
$82.9 - $90.6
|
68
$3.09K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$82.9 - $90.6
|
6.48K
$294K
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.43% |
$82.9 - $90.6
|
472
$21.4K
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.61% |
$41.4 - $45.3
|
165
$7.49K
|
|
Aug 26, 2021
Q2 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$41.4 - $45.3
|
6.64K
$301K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$41.4 - $45.3
|
3.04K
$138K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 1.69% |
$82.9 - $90.6
|
116
$5.27K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.16% |
$124 - $136
|
1.92K
$87K
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4Closed |
$166 - $181
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-15- 18.07% |
$621 - $680
|
68
$3.09K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-22- 3.56% |
$911 - $997
|
596
$27.1K
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-23Closed |
$953 - $1.04K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-28Closed |
$1.16K - $1.27K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-29- 33.33% |
$1.2K - $1.31K
|
58
$2.63K
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 14.2% |
$1.86K - $2.04K
|
272
$12.3K
|
|
Aug 30, 2021
Q2 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-47- 3.16% |
$1.95K - $2.13K
|
1.44K
$65.3K
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
SELL
|
- |
-52- 0.28% |
$2.15K - $2.36K
|
18.7K
$848K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-65Closed |
$2.69K - $2.94K
|
0
$0
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-74- 0.69% |
$3.07K - $3.35K
|
10.7K
$486K
|
|
Aug 12, 2021
Q2 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-89- 0.14% |
$3.69K - $4.03K
|
65.5K
$2.97M
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-92- 31.72% |
$3.81K - $4.17K
|
198
$8.99K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-98- 1.08% |
$4.06K - $4.44K
|
8.94K
$406K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 0.31% |
$4.14K - $4.53K
|
32.5K
$1.47M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-116- 4.4% |
$4.81K - $5.25K
|
2.52K
$114K
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-126Closed |
$5.22K - $5.71K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 2.84% |
$5.84K - $6.39K
|
4.82K
$219K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-163- 13.62% |
$6.75K - $7.38K
|
1.03K
$46.9K
|