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
|
Spc Financial, Inc.
|
SELL
|
- |
-26K- 36.83% |
$904K - $1.1M
|
44.5K
$2.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-26.4K- 27.45% |
$919K - $1.12M
|
69.8K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-33.5K- 1.21% |
$1.17M - $1.43M
|
2.74M
$133M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-35.1K- 42.5% |
$1.22M - $1.49M
|
47.5K
$2.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-35.8K- 26.96% |
$1.25M - $1.52M
|
97K
$4.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-36.8K- 9.16% |
$1.28M - $1.57M
|
365K
$17.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-37.1K- 25.72% |
$1.29M - $1.58M
|
107K
$5.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39.3K- 26.95% |
$1.37M - $1.67M
|
107K
$5.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.8K- 69.64% |
$1.42M - $1.73M
|
17.8K
$862K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-53.7K- 22.78% |
$1.87M - $2.29M
|
182K
$8.83M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-65.8K- 62.22% |
$2.29M - $2.8M
|
40K
$1.94M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-66.5K- 45.75% |
$2.32M - $2.83M
|
78.9K
$3.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66.9K- 92.52% |
$2.33M - $2.84M
|
5.41K
$262K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-68.9K- 64.58% |
$2.4M - $2.93M
|
37.8K
$1.83M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-73.7K- 71.31% |
$2.57M - $3.14M
|
29.7K
$1.44M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-75.7KClosed |
$2.64M - $3.22M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-93.1KClosed |
$3.24M - $3.96M
|
0
$0
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-109KClosed |
$3.78M - $4.62M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-138K- 45.68% |
$4.81M - $5.87M
|
164K
$7.96M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 71.57% |
$5.67M - $6.92M
|
64.6K
$3.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-178KClosed |
$6.2M - $7.57M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-184K- 67.72% |
$6.4M - $7.82M
|
87.6K
$4.25M
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-185KClosed |
$6.43M - $7.86M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228K- 60.41% |
$7.93M - $9.68M
|
149K
$7.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-230K- 54.19% |
$8M - $9.77M
|
194K
$9.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-234K- 16.6% |
$8.16M - $9.97M
|
1.18M
$57.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-239KClosed |
$8.33M - $10.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-285K- 83.25% |
$9.91M - $12.1M
|
57.3K
$2.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-307K- 42.98% |
$10.7M - $13.1M
|
407K
$19.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-322KClosed |
$11.2M - $13.7M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-366KClosed |
$12.7M - $15.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-398K- 76.24% |
$13.9M - $16.9M
|
124K
$6.02M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-429K- 98.01% |
$14.9M - $18.2M
|
8.71K
$423K
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-468K- 50.0% |
$16.3M - $19.9M
|
468K
$22.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-586K- 82.95% |
$20.4M - $24.9M
|
120K
$5.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-830K- 89.66% |
$28.9M - $35.3M
|
95.7K
$4.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.29M- 98.66% |
$45M - $55M
|
17.6K
$851K
|