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 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 2.81% |
$697 - $851
|
692
$33.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-30- 0.27% |
$1.04K - $1.28K
|
11.2K
$542K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-34- 17.53% |
$1.18K - $1.45K
|
160
$7.76K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-38- 0.38% |
$1.32K - $1.62K
|
9.95K
$482K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-42- 0.6% |
$1.46K - $1.79K
|
7.01K
$340K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 1.7% |
$1.78K - $2.17K
|
2.94K
$143K
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-64- 0.31% |
$2.23K - $2.72K
|
20.3K
$986K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-89- 0.41% |
$3.1K - $3.79K
|
21.8K
$1.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-94Closed |
$3.27K - $4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103- 0.22% |
$3.59K - $4.38K
|
46.9K
$2.27M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-108Closed |
$3.76K - $4.59K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-109Closed |
$3.8K - $4.64K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-126Closed |
$4.39K - $5.36K
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-138- 66.03% |
$4.81K - $5.87K
|
71
$3.44K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-153- 3.67% |
$5.33K - $6.51K
|
4.02K
$195K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-173- 2.85% |
$6.03K - $7.36K
|
5.91K
$286K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-176- 88.89% |
$6.13K - $7.49K
|
22
$1.07K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-192- 2.49% |
$6.69K - $8.17K
|
7.51K
$364K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-196- 0.91% |
$6.83K - $8.34K
|
21.3K
$1.03M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-206- 1.42% |
$7.17K - $8.76K
|
14.3K
$692K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-207- 0.36% |
$7.21K - $8.8K
|
57.7K
$2.8M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-220- 1.75% |
$7.66K - $9.36K
|
12.3K
$598K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-232- 4.83% |
$8.08K - $9.87K
|
4.57K
$222K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-250Closed |
$8.71K - $10.6K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-259- 16.41% |
$9.02K - $11K
|
1.32K
$64K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-288- 2.32% |
$10K - $12.2K
|
12.1K
$587K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-290Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-304Closed |
$10.6K - $12.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-317Closed |
$11K - $13.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-318- 71.14% |
$11.1K - $13.5K
|
129
$6.26K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-322- 54.39% |
$11.2K - $13.7K
|
270
$13.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-363- 2.77% |
$12.6K - $15.4K
|
12.7K
$618K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-392- 0.17% |
$13.7K - $16.7K
|
233K
$11.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-398- 0.1% |
$13.9K - $16.9K
|
402K
$19.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-449- 6.75% |
$15.6K - $19.1K
|
6.2K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-472- 94.4% |
$16.4K - $20.1K
|
28
$1.36K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-474Closed |
$16.5K - $20.2K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-478- 1.9% |
$16.6K - $20.3K
|
24.6K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-514- 0.68% |
$17.9K - $21.9K
|
74.9K
$3.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-522Closed |
$18.2K - $22.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-549- 38.05% |
$19.1K - $23.3K
|
894
$43.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-572Closed |
$19.9K - $24.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-613- 2.42% |
$21.4K - $26.1K
|
24.8K
$1.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-627- 6.11% |
$21.8K - $26.7K
|
9.64K
$467K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-667Closed |
$23.2K - $28.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-707- 2.88% |
$24.6K - $30.1K
|
23.8K
$1.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-751- 9.21% |
$26.2K - $31.9K
|
7.4K
$359K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-782- 4.51% |
$27.2K - $33.3K
|
16.6K
$803K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-864- 8.12% |
$30.1K - $36.7K
|
9.78K
$474K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 55.11% |
$31.3K - $38.3K
|
733
$35.5K
|