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 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.53K+ 21.59% |
$53.4K - $65.2K
|
8.63K
$392K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.53K+ 5.91% |
$53.2K - $64.9K
|
27.4K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.43K+ 6.1% |
$49.8K - $60.8K
|
24.9K
$1.13M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42KNew |
$49.6K - $60.6K
|
1.42K
$64.6K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.42KNew |
$49.3K - $60.2K
|
1.42K
$64.3K
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.4K+ 11.29% |
$48.9K - $59.7K
|
13.8K
$628K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.35KNew |
$46.8K - $57.2K
|
1.35K
$61K
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.3K+ 8.35% |
$45.2K - $55.2K
|
16.9K
$766K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.29K+ 9.12% |
$44.9K - $54.8K
|
15.4K
$699K
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.52% |
$43.2K - $52.8K
|
28.7K
$1.3M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.23K+ 10.12% |
$42.8K - $52.3K
|
13.4K
$608K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.22K+ 15.74% |
$42.5K - $51.9K
|
8.97K
$407K
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
1.15K+ 1.07% |
$39.9K - $48.7K
|
108K
$4.92M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.1KNew |
$38.2K - $46.7K
|
1.1K
$49.8K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.09K+ 8.15% |
$38K - $46.4K
|
14.5K
$656K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.06K+ 1.13% |
$37.1K - $45.3K
|
94.9K
$4.31M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.05K+ 16.69% |
$36.6K - $44.7K
|
7.35K
$333K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
993+ 2.58% |
$34.6K - $42.2K
|
39.5K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
989+ 12.66% |
$34.4K - $42.1K
|
8.8K
$399K
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
956+ 13.45% |
$33.3K - $40.7K
|
8.07K
$366K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
853+ 0.2% |
$29.7K - $36.3K
|
436K
$19.8M
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
838+ 2.6% |
$29.2K - $35.6K
|
33.1K
$1.5M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
820+ 6.86% |
$28.6K - $34.9K
|
12.8K
$580K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
755+ 8.4% |
$26.3K - $32.1K
|
9.75K
$442K
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
725+ 5.65% |
$25.3K - $30.8K
|
13.6K
$615K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
723+ 50.92% |
$25.2K - $30.7K
|
2.14K
$97.3K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
512+ 1.53% |
$17.8K - $21.8K
|
33.9K
$1.54M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
502+ 10.91% |
$17.5K - $21.4K
|
5.1K
$232K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 4.32% |
$16.9K - $20.6K
|
11.7K
$531K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
484New |
$16.9K - $20.6K
|
484
$22K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
473New |
$16.5K - $20.1K
|
473
$21.5K
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
468+ 4.59% |
$16.3K - $19.9K
|
10.7K
$484K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
458+ 880.77% |
$16K - $19.5K
|
510
$23.1K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
418+ 3.28% |
$14.6K - $17.8K
|
13.2K
$598K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
398+ 4.0% |
$13.9K - $16.9K
|
10.4K
$470K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
365New |
$12.7K - $15.5K
|
365
$16.6K
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
342+ 1.65% |
$11.9K - $14.5K
|
21.1K
$957K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
334+ 547.54% |
$11.6K - $14.2K
|
395
$17.9K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
326New |
$11.4K - $13.9K
|
326
$14.8K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
325+ 532.79% |
$11.3K - $13.8K
|
386
$17.5K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
320New |
$11.1K - $13.6K
|
320
$14.5K
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
292+ 0.4% |
$10.2K - $12.4K
|
73.7K
$3.35M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
289+ 61.49% |
$10.1K - $12.3K
|
759
$34.5K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
271+ 1.36% |
$9.44K - $11.5K
|
20.2K
$917K
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
271+ 0.93% |
$9.44K - $11.5K
|
29.5K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
264+ 2.55% |
$9.2K - $11.2K
|
10.6K
$483K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
253+ 0.56% |
$8.81K - $10.8K
|
45.4K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
251+ 153.99% |
$8.74K - $10.7K
|
414
$18.8K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
220+ 85.94% |
$7.66K - $9.36K
|
476
$21.6K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
217+ 1.49% |
$7.56K - $9.23K
|
14.8K
$670K
|