Purchases and Sales Made in Q2 2023 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
261
+ 1087.5%
$9.28K - $10.2K
285 $13.8K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
257
+ 122.97%
$9.14K - $10K
466 $22.5K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
219
New
$7.79K - $8.53K
219 $10.6K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
206
+ 206.0%
$7.33K - $8.02K
306 $14.8K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
204
+ 0.11%
$7.26K - $7.94K
187K $9.05M
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
194
+ 1.91%
$6.9K - $7.55K
10.3K $500K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
193
+ 14.9%
$6.87K - $7.52K
1.49K $71.9K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
193
New
$6.87K - $7.52K
193 $9.33K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
193
+ 14.9%
$6.87K - $7.52K
1.49K $71.9K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
164
New
$5.83K - $6.39K
164 $7.92K
Aug 14, 2023 Q2 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
157
New
$5.58K - $6.11K
157 $7.59K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
152
New
$5.41K - $5.92K
152 $7.34K
Aug 10, 2023 Q2 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
150
New
$5.34K - $5.84K
150 $7.25K
Aug 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
150
+ 1.72%
$5.34K - $5.84K
8.86K $428K
Sep 01, 2023 Q2 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
142
+ 0.71%
$5.05K - $5.53K
20.3K $979K
Jul 20, 2023 Q2 2023
Benedetti & Gucer, Inc.

BUY
 -
138
+ 2.21%
$4.91K - $5.37K
6.38K $308K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
133
+ 3.54%
$4.73K - $5.18K
3.89K $188K
Jul 31, 2023 Q2 2023
Horizon Wealth Management, LLC

BUY
 -
132
+ 1.52%
$4.7K - $5.14K
8.83K $427K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
131
+ 17.01%
$4.66K - $5.1K
901 $43.5K
Jul 07, 2023 Q2 2023
Founders Capital Management

BUY
 -
131
New
$4.66K - $5.1K
131 $6.33K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
127
+ 0.35%
$4.52K - $4.95K
36.5K $1.76M
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
125
New
$4.45K - $4.87K
125 $6.04K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
118
+ 1.59%
$4.2K - $4.59K
7.55K $365K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
117
New
$4.16K - $4.56K
117 $5.65K
Aug 09, 2023 Q2 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
102
+ 0.13%
$3.63K - $3.97K
80.7K $3.9M
Jul 25, 2023 Q2 2023
Old Second National Bank Of Aurora

BUY
 -
91
+ 4.2%
$3.24K - $3.54K
2.26K $109K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
90
New
$3.2K - $3.5K
90 $4.35K
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
83
+ 0.49%
$2.95K - $3.23K
17K $823K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
80
+ 15.72%
$2.85K - $3.12K
589 $28.5K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
78
New
$2.77K - $3.04K
78 $3.77K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
56
New
$1.99K - $2.18K
56 $2.71K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
56
+ 0.13%
$1.99K - $2.18K
43.7K $2.11M
Jul 20, 2023 Q2 2023
Fusion Family Wealth LLC

BUY
 -
51
+ 0.66%
$1.81K - $1.99K
7.81K $377K
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

BUY
 -
51
+ 0.11%
$1.81K - $1.99K
44.4K $2.15M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
50
New
$1.78K - $1.95K
50 $2.42K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
48
New
$1.71K - $1.87K
48 $2.32K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
27
+ 18.62%
$960 - $1.05K
172 $8.31K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
26
New
$925 - $1.01K
26 $1.26K
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
26
+ 0.18%
$925 - $1.01K
14.8K $716K
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

BUY
 -
26
+ 0.27%
$925 - $1.01K
9.66K $467K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
25
+ 3.52%
$889 - $974
735 $35.5K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
24
New
$854 - $935
24 $1.16K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
22
New
$783 - $857
22 $1.06K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
20
+ 1.36%
$711 - $779
1.49K $71.8K
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

BUY
 -
20
New
$711 - $779
20 $966
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
19
+ 0.24%
$676 - $740
7.94K $384K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
6
+ 0.1%
$213 - $234
6.07K $293K
Jul 13, 2023 Q2 2023
Peterson Wealth Advisors, LLC

BUY
 -
6
+ 0.0%
$213 - $234
599K $28.9M
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
6
+ 0.08%
$213 - $234
7.51K $363K

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