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 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 55.11% |
$31.3K - $38.3K
|
733
$33.3K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-909- 11.8% |
$31.7K - $38.7K
|
6.8K
$309K
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-914- 2.46% |
$31.8K - $38.9K
|
36.2K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-973- 2.83% |
$33.9K - $41.4K
|
33.4K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.02K- 4.39% |
$35.6K - $43.4K
|
22.3K
$1.01M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.02K- 33.31% |
$35.6K - $43.5K
|
2.05K
$93K
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.05K- 16.5% |
$36.5K - $44.5K
|
5.3K
$241K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 17.74% |
$37.1K - $45.3K
|
4.94K
$224K
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-1.08K- 14.58% |
$37.8K - $46.1K
|
6.35K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.09K- 0.65% |
$38.1K - $46.5K
|
167K
$7.58M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.1KClosed |
$38.5K - $47K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.18K- 14.98% |
$41K - $50.1K
|
6.69K
$304K
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.18K- 4.77% |
$41.2K - $50.3K
|
23.6K
$1.07M
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.3K- 4.51% |
$45.1K - $55.1K
|
27.4K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.4K- 4.62% |
$48.6K - $59.3K
|
28.8K
$1.31M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.42K- 3.93% |
$49.6K - $60.6K
|
34.8K
$1.58M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.42K- 3.93% |
$49.6K - $60.6K
|
34.8K
$1.58M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.49K- 1.36% |
$52K - $63.5K
|
108K
$4.9M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.49K- 3.64% |
$52K - $63.5K
|
39.6K
$1.8M
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.62K- 3.99% |
$56.3K - $68.7K
|
38.9K
$1.77M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.67K- 3.25% |
$58.3K - $71.2K
|
49.8K
$2.26M
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.76K- 6.8% |
$61.1K - $74.6K
|
24.1K
$1.09M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.76K- 16.99% |
$61.4K - $74.9K
|
8.61K
$391K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.8K- 39.61% |
$62.6K - $76.4K
|
2.74K
$124K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 4.55% |
$67.2K - $82.1K
|
40.5K
$1.84M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.94K- 13.78% |
$67.4K - $82.3K
|
12.1K
$549K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.98K- 12.79% |
$68.9K - $84.1K
|
13.5K
$612K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.11K- 0.89% |
$73.5K - $89.7K
|
236K
$10.7M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.15K- 22.78% |
$75K - $91.5K
|
7.3K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 13.92% |
$76.6K - $93.6K
|
13.6K
$617K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.33KClosed |
$81.3K - $99.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-2.55K- 6.69% |
$88.6K - $108K
|
35.5K
$1.61M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-2.62K- 10.38% |
$91.4K - $112K
|
22.7K
$1.03M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.91KClosed |
$101K - $124K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.98K- 16.93% |
$104K - $127K
|
14.6K
$665K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.03K- 6.76% |
$106K - $129K
|
41.8K
$1.9M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.06K- 17.37% |
$107K - $130K
|
14.6K
$661K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.09KClosed |
$108K - $131K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.26K- 0.74% |
$113K - $139K
|
439K
$19.9M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.26K- 0.23% |
$114K - $139K
|
1.39M
$63.3M
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.4K- 17.37% |
$118K - $145K
|
16.2K
$734K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.59KClosed |
$125K - $153K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.64K- 21.65% |
$127K - $155K
|
13.2K
$599K
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-3.74K- 15.38% |
$130K - $159K
|
20.6K
$934K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.83K- 20.35% |
$133K - $163K
|
15K
$680K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-4.2K- 1.7% |
$146K - $179K
|
242K
$11M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 5.53% |
$156K - $191K
|
76.5K
$3.47M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4.69K- 2.78% |
$163K - $199K
|
164K
$7.46M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 37.01% |
$164K - $200K
|
8.01K
$363K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.75KClosed |
$166K - $202K
|
0
$0
|