Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.5K+ 19.48% |
$748K - $913K
|
132K
$6.38M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
21.3K+ 96.6% |
$741K - $905K
|
43.3K
$2.1M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 5.42% |
$739K - $902K
|
413K
$20M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.1K+ 14.08% |
$734K - $897K
|
171K
$8.29M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.4KNew |
$709K - $865K
|
20.4K
$987K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2K+ 7.06% |
$703K - $859K
|
306K
$14.8M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.9K+ 21.07% |
$695K - $848K
|
115K
$5.56M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 0.81% |
$678K - $828K
|
2.42M
$117M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 5.44% |
$670K - $819K
|
373K
$18.1M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.1K+ 15.89% |
$664K - $811K
|
139K
$6.74M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 2.74% |
$634K - $774K
|
681K
$33M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.8K+ 210.04% |
$620K - $757K
|
26.3K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.2K+ 96.86% |
$599K - $732K
|
35K
$1.7M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
17.1K+ 2.19% |
$595K - $726K
|
797K
$38.6M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
16.9K+ 18.38% |
$590K - $721K
|
109K
$5.29M
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
16.7K+ 54.22% |
$581K - $709K
|
47.4K
$2.3M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 38.52% |
$559K - $683K
|
57.7K
$2.8M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8KNew |
$551K - $673K
|
15.8K
$767K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15.6K+ 374.81% |
$543K - $663K
|
19.8K
$958K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.4K+ 11.52% |
$537K - $656K
|
149K
$7.24M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15.2KNew |
$528K - $645K
|
15.2K
$735K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.7K+ 2.02% |
$511K - $624K
|
740K
$35.9M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.3K+ 16.69% |
$498K - $608K
|
100K
$4.85M
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.3K+ 39.88% |
$497K - $607K
|
50.1K
$2.43M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
13.6K+ 10.17% |
$472K - $577K
|
147K
$7.12M
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
13.1K+ 11.97% |
$458K - $559K
|
123K
$5.96M
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12.9KNew |
$450K - $549K
|
12.9K
$626K
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
12.9KNew |
$450K - $549K
|
12.9K
$626K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.8K+ 46.9% |
$447K - $546K
|
40.2K
$1.95M
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
11.2KNew |
$392K - $478K
|
11.2K
$545K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
11.2K+ 36.08% |
$389K - $475K
|
42.1K
$2.04M
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
10.4K+ 11.25% |
$361K - $441K
|
103K
$4.97M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.75K+ 13.63% |
$340K - $415K
|
81.3K
$3.94M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.32K+ 6.38% |
$324K - $396K
|
155K
$7.53M
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.21K+ 1.41% |
$321K - $391K
|
662K
$32.1M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.07K+ 8.14% |
$316K - $386K
|
120K
$5.84M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.87K+ 25.13% |
$309K - $377K
|
44.2K
$2.14M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.76K+ 7.58% |
$305K - $372K
|
124K
$6.03M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.73K+ 4.85% |
$304K - $371K
|
189K
$9.15M
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.51KNew |
$296K - $362K
|
8.51K
$412K
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.49K+ 2.26% |
$296K - $361K
|
384K
$18.6M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.82K+ 40.13% |
$272K - $332K
|
27.3K
$1.32M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.66K+ 18.31% |
$267K - $326K
|
49.5K
$2.4M
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.62K+ 85.04% |
$265K - $324K
|
16.6K
$804K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.54KNew |
$263K - $321K
|
7.54K
$366K
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
7.41KNew |
$258K - $315K
|
7.41K
$359K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.35K+ 3.36% |
$256K - $313K
|
226K
$11M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.13KNew |
$248K - $303K
|
7.13K
$346K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.92KNew |
$241K - $294K
|
6.92K
$336K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.83KNew |
$238K - $291K
|
6.83K
$331K
|