Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.16M+ 290.89% |
$113M - $123M
|
4.25M
$196M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.71M+ 21.51% |
$96.5M - $106M
|
15.3M
$708M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67M+ 133.1% |
$59.5M - $65.1M
|
2.93M
$135M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49M+ 20433.63% |
$53M - $58M
|
1.5M
$69.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.39M+ 7.61% |
$49.6M - $54.3M
|
19.7M
$910M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.16M+ 462.69% |
$41.2M - $45.1M
|
1.41M
$65M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02M+ 134.11% |
$36.4M - $39.9M
|
1.79M
$82.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.01MNew |
$36M - $39.4M
|
1.01M
$46.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
963K+ 93.07% |
$34.3M - $37.5M
|
2M
$92.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
940K+ 15.0% |
$33.4M - $36.6M
|
7.21M
$333M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
927K+ 5959.02% |
$33M - $36.1M
|
943K
$43.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
717K+ 16.3% |
$25.5M - $27.9M
|
5.11M
$236M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
716KNew |
$25.5M - $27.9M
|
716K
$33M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
690KNew |
$24.5M - $26.9M
|
690K
$31.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
656K+ 761.55% |
$23.3M - $25.5M
|
742K
$34.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
600KNew |
$21.4M - $23.4M
|
600K
$27.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
540K+ 36.26% |
$19.2M - $21M
|
2.03M
$93.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
535K+ 31.82% |
$19M - $20.8M
|
2.22M
$102M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
520KNew |
$18.5M - $20.3M
|
520K
$24M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
467K+ 141.25% |
$16.6M - $18.2M
|
797K
$36.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
465K+ 83.49% |
$16.5M - $18.1M
|
1.02M
$47.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
455K+ 220.44% |
$16.2M - $17.7M
|
661K
$30.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
447K+ 160.85% |
$15.9M - $17.4M
|
724K
$33.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
417KNew |
$14.8M - $16.2M
|
417K
$19.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
416KNew |
$14.8M - $16.2M
|
416K
$19.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
370K+ 79.63% |
$13.2M - $14.4M
|
835K
$38.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
370K+ 264.79% |
$13.2M - $14.4M
|
510K
$23.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
353K+ 272.2% |
$12.5M - $13.7M
|
482K
$22.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
322K+ 135.58% |
$11.5M - $12.6M
|
560K
$25.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
314KNew |
$11.2M - $12.2M
|
314K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
307KNew |
$10.9M - $11.9M
|
307K
$14.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
278KNew |
$9.91M - $10.8M
|
278K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
273K+ 335.19% |
$9.7M - $10.6M
|
354K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
271K+ 62.44% |
$9.63M - $10.5M
|
705K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
263K+ 62.8% |
$9.37M - $10.3M
|
683K
$31.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
241K+ 8.86% |
$8.57M - $9.38M
|
2.96M
$137M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
236KNew |
$8.4M - $9.2M
|
236K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
235K+ 25.67% |
$8.37M - $9.16M
|
1.15M
$53.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
235K+ 5114.57% |
$8.35M - $9.14M
|
239K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
229K+ 225.36% |
$8.16M - $8.93M
|
331K
$15.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
221KNew |
$7.87M - $8.62M
|
221K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
218KNew |
$7.74M - $8.47M
|
218K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
216KNew |
$7.69M - $8.42M
|
216K
$9.99M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
194K+ 312.92% |
$6.89M - $7.55M
|
256K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
184K+ 8.64% |
$6.55M - $7.18M
|
2.32M
$107M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
180K+ 204.72% |
$6.4M - $7.01M
|
268K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
180K+ 204.72% |
$6.4M - $7.01M
|
268K
$12.4M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
166KNew |
$5.9M - $6.46M
|
166K
$7.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
166K+ 23.37% |
$5.9M - $6.46M
|
875K
$40.4M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
161K+ 669.87% |
$5.74M - $6.28M
|
185K
$8.56M
|