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
|
Advisor Os, LLC
|
SELL
|
- |
-182- 2.0% |
$7.54K - $8.24K
|
8.93K
$405K
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-193- 2.44% |
$8K - $8.74K
|
7.73K
$351K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 1.71% |
$8.08K - $8.83K
|
11.2K
$509K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-203- 1.24% |
$8.41K - $9.2K
|
16.2K
$733K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-217- 8.34% |
$8.99K - $9.83K
|
2.39K
$108K
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-230- 2.11% |
$9.53K - $10.4K
|
10.7K
$484K
|
|
Jul 28, 2021
Q2 2021
|
Forte Capital LLC
|
SELL
|
- |
-244- 5.07% |
$10.1K - $11.1K
|
4.57K
$207K
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-249- 3.38% |
$10.3K - $11.3K
|
7.11K
$323K
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-257- 1.64% |
$10.6K - $11.6K
|
15.4K
$700K
|
|
Jul 19, 2021
Q2 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-294- 1.06% |
$12.2K - $13.3K
|
27.4K
$1.25M
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-295- 3.77% |
$12.2K - $13.4K
|
7.54K
$342K
|
|
Jul 28, 2021
Q2 2021
|
Brown Financial Advisory
|
SELL
|
- |
-306- 0.81% |
$12.7K - $13.9K
|
37.3K
$1.69M
|
|
Aug 10, 2021
Q2 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-306- 0.18% |
$12.7K - $13.9K
|
174K
$7.91M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-381- 8.25% |
$15.8K - $17.3K
|
4.24K
$192K
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-503- 6.23% |
$20.8K - $22.8K
|
7.58K
$344K
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-649- 2.18% |
$26.9K - $29.4K
|
29.1K
$1.32M
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-699- 3.81% |
$29K - $31.7K
|
17.7K
$802K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-708- 1.7% |
$29.3K - $32.1K
|
40.8K
$1.85M
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-715Closed |
$29.6K - $32.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-746- 13.79% |
$30.9K - $33.8K
|
4.67K
$212K
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-749- 6.86% |
$31K - $33.9K
|
10.2K
$462K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-763Closed |
$31.6K - $34.6K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-778- 2.73% |
$32.2K - $35.2K
|
27.8K
$1.26M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-828- 2.92% |
$34.3K - $37.5K
|
27.6K
$1.25M
|
|
Jul 26, 2021
Q2 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-875- 15.42% |
$36.3K - $39.6K
|
4.8K
$218K
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-879- 3.78% |
$36.4K - $39.8K
|
22.4K
$1.02M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-899- 13.27% |
$37.2K - $40.7K
|
5.88K
$267K
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1.2K- 5.11% |
$49.7K - $54.4K
|
22.3K
$1.01M
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.26K- 2.63% |
$52K - $56.9K
|
46.6K
$2.11M
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.27K- 1.41% |
$52.5K - $57.3K
|
88.7K
$4.03M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.86% |
$53.6K - $58.6K
|
44K
$2M
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.47K- 2.47% |
$60.9K - $66.5K
|
58.1K
$2.64M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.59K- 0.12% |
$66K - $72.2K
|
1.34M
$60.9M
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.6K- 15.97% |
$66.2K - $72.4K
|
8.41K
$382K
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.66K- 5.77% |
$68.9K - $75.3K
|
27.2K
$1.23M
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-1.71K- 16.48% |
$71K - $77.6K
|
8.68K
$394K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.78KClosed |
$73.6K - $80.5K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Trh Financial, LLC
|
SELL
|
- |
-1.79K- 1.38% |
$74.1K - $81K
|
128K
$5.82M
|
|
Jul 29, 2021
Q2 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.86K- 30.1% |
$76.9K - $84K
|
4.31K
$195K
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.89K- 6.45% |
$78.3K - $85.6K
|
27.4K
$1.24M
|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-1.92K- 7.0% |
$79.6K - $87K
|
25.5K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.97K- 3.66% |
$81.4K - $89K
|
51.7K
$2.35M
|
|
Jul 21, 2021
Q2 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.98K- 3.27% |
$82K - $89.7K
|
58.6K
$2.66M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11K- 21.39% |
$87.4K - $95.6K
|
7.75K
$352K
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 7.55% |
$94.5K - $103K
|
27.9K
$1.27M
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.42K- 12.02% |
$100K - $109K
|
17.7K
$802K
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.87K- 2.88% |
$119K - $130K
|
96.8K
$4.39M
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.9KClosed |
$120K - $131K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.93K- 11.29% |
$121K - $133K
|
23K
$1.04M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 4.47% |
$129K - $141K
|
66.5K
$3.02M
|