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 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.77KClosed |
$166K - $203K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.79K- 39.51% |
$167K - $204K
|
7.33K
$338K
|
|
Jul 20, 2022
Q2 2022
|
F
|
SELL
|
- |
-4.91KClosed |
$171K - $209K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.91KClosed |
$171K - $209K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-5.04KClosed |
$176K - $214K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.13KClosed |
$179K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.15KClosed |
$179K - $219K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.17KClosed |
$180K - $220K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.2KClosed |
$181K - $221K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.2K- 39.5% |
$181K - $221K
|
7.96K
$367K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.23K- 12.85% |
$182K - $222K
|
35.4K
$1.63M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.35K- 17.36% |
$186K - $228K
|
25.5K
$1.17M
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.36KClosed |
$187K - $228K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.39K- 9.09% |
$188K - $229K
|
53.9K
$2.48M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.42K- 22.28% |
$189K - $230K
|
18.9K
$870K
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.42KClosed |
$189K - $231K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.5KClosed |
$192K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.51KClosed |
$192K - $234K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.67KClosed |
$197K - $241K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.87KClosed |
$204K - $250K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-5.88KClosed |
$205K - $250K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-6.14K- 6.83% |
$214K - $261K
|
83.7K
$3.85M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.15KClosed |
$214K - $261K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.23KClosed |
$217K - $265K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.11KClosed |
$248K - $303K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-7.44K- 11.37% |
$259K - $317K
|
58K
$2.67M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.67K- 46.24% |
$267K - $326K
|
8.92K
$411K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.71K- 7.33% |
$269K - $328K
|
97.5K
$4.49M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.81K- 4.37% |
$307K - $375K
|
193K
$8.87M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.06KClosed |
$315K - $385K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-9.33K- 26.29% |
$325K - $397K
|
26.2K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-9.79KClosed |
$341K - $416K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-11.8K- 11.18% |
$412K - $503K
|
94K
$4.33M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12K- 8.87% |
$419K - $512K
|
124K
$5.69M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 8.85% |
$432K - $528K
|
128K
$5.89M
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 13.22% |
$445K - $543K
|
83.8K
$3.86M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-14.4KClosed |
$502K - $612K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.1K- 52.76% |
$595K - $727K
|
15.3K
$705K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-17.5K- 1.24% |
$608K - $742K
|
1.39M
$64.1M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-18.6K- 34.18% |
$648K - $791K
|
35.8K
$1.65M
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-19K- 2.08% |
$661K - $807K
|
893K
$41.1M
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-19.2K- 77.06% |
$668K - $815K
|
5.71K
$263K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 10.21% |
$677K - $827K
|
171K
$7.88M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-20.9KClosed |
$729K - $890K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-21.5K- 10.24% |
$749K - $915K
|
188K
$8.68M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-21.8K- 13.96% |
$758K - $925K
|
134K
$6.18M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.8K- 9.37% |
$793K - $968K
|
220K
$10.1M
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23KClosed |
$802K - $979K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-23.5K- 66.47% |
$817K - $997K
|
11.8K
$545K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-23.7K- 36.8% |
$825K - $1.01M
|
40.7K
$1.87M
|