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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
214+ 2.23% |
$7.45K - $9.1K
|
9.82K
$452K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
213+ 0.24% |
$7.42K - $9.06K
|
90.4K
$4.17M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
195+ 0.41% |
$6.79K - $8.29K
|
48.3K
$2.22M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
192+ 1.53% |
$6.69K - $8.17K
|
12.7K
$586K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
185+ 0.33% |
$6.44K - $7.87K
|
57.1K
$2.63M
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
167+ 9.34% |
$5.82K - $7.1K
|
1.96K
$90K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
158+ 2.0% |
$5.5K - $6.72K
|
8.07K
$372K
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
157+ 1.78% |
$5.47K - $6.68K
|
9K
$414K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
146+ 0.81% |
$5.09K - $6.21K
|
18.2K
$837K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135+ 0.91% |
$4.7K - $5.74K
|
14.9K
$686K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
131New |
$4.56K - $5.57K
|
131
$6.03K
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
130+ 0.82% |
$4.53K - $5.53K
|
15.9K
$734K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
129+ 5.78% |
$4.49K - $5.49K
|
2.36K
$109K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
112+ 1.24% |
$3.9K - $4.76K
|
9.11K
$420K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102New |
$3.55K - $4.34K
|
102
$4.7K
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
98+ 1.07% |
$3.41K - $4.17K
|
9.29K
$428K
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
90+ 0.31% |
$3.13K - $3.83K
|
29.6K
$1.36M
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
85+ 0.43% |
$2.96K - $3.62K
|
19.8K
$910K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69+ 138.0% |
$2.4K - $2.93K
|
119
$5.48K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
67New |
$2.33K - $2.85K
|
67
$3.09K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
64New |
$2.23K - $2.72K
|
64
$2.95K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
63+ 0.42% |
$2.19K - $2.68K
|
15K
$691K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
55New |
$1.92K - $2.34K
|
55
$2.53K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
50+ 0.34% |
$1.74K - $2.13K
|
14.9K
$686K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49New |
$1.71K - $2.08K
|
49
$2.26K
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
45+ 0.66% |
$1.57K - $1.91K
|
6.82K
$314K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
43+ 0.09% |
$1.5K - $1.83K
|
46.1K
$2.12M
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
35+ 0.07% |
$1.22K - $1.49K
|
48.4K
$2.23M
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
32+ 0.21% |
$1.11K - $1.36K
|
15.3K
$703K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$1.04K - $1.28K
|
30
$1.38K
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
27+ 0.14% |
$940 - $1.15K
|
18.8K
$868K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25+ 0.27% |
$871 - $1.06K
|
9.21K
$424K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22+ 0.29% |
$766 - $936
|
7.63K
$351K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
22New |
$766 - $936
|
22
$1.01K
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.33% |
$697 - $851
|
6K
$276K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
18+ 10.29% |
$627 - $766
|
193
$8.89K
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15+ 0.97% |
$522 - $638
|
1.57K
$72.3K
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12+ 0.68% |
$418 - $510
|
1.77K
$81.4K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
7New |
$244 - $298
|
7
$322
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
4+ 0.01% |
$139 - $170
|
69.5K
$3.2M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 1.26% |
$104 - $128
|
241
$11.1K
|
|
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3+ 0.01% |
$104 - $128
|
59.3K
$2.73M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2+ 0.11% |
$69.7 - $85.1
|
1.86K
$85.8K
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.42% |
$69.7 - $85.1
|
478
$22K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.57% |
$34.8 - $42.5
|
175
$8.06K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
1+ 0.01% |
$34.8 - $42.5
|
7.56K
$348K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3- 0.01% |
$104 - $128
|
49.8K
$2.29M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16- 0.02% |
$557 - $680
|
64.6K
$2.98M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17- 0.29% |
$592 - $723
|
5.86K
$270K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.29% |
$627 - $766
|
6.14K
$283K
|