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
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
6
+ 0.08%
$213 - $234
7.51K $341K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3
+ 0.22%
$107 - $117
1.34K $61K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
3
+ 0.04%
$107 - $117
7.57K $343K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
2
New
$71.1 - $77.9
2 $90.8
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.41%
$71.1 - $77.9
486 $22.1K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 0.59%
$35.6 - $38.9
170 $7.72K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.05%
$35.6 - $38.9
2.15K $97.5K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1
+ 0.34%
$35.6 - $38.9
295 $13.4K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

SELL
 -
-3
- 0.03%
$107 - $117
11.3K $515K
Aug 10, 2023 Q2 2023
Strategic Financial Planning, Inc.

SELL
 -
-4
- -0.0%
$142 - $156
98K $4.45M
Jul 20, 2023 Q2 2023
Crew Capital Management, Ltd.

SELL
 -
-6
- 0.08%
$213 - $234
7.28K $331K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-15
- 22.39%
$534 - $584
52 $2.36K
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-19
- 0.12%
$676 - $740
15.6K $707K
Aug 01, 2023 Q2 2023
Iron Horse Wealth Management, LLC

SELL
 -
-24
- 15.89%
$854 - $935
127 $5.76K
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
SELL
 -
-28
- 0.5%
$996 - $1.09K
5.6K $254K
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-31
- 12.4%
$1.1K - $1.21K
219 $9.94K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-36
- 0.45%
$1.28K - $1.4K
8.01K $363K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-38
- 34.86%
$1.35K - $1.48K
71 $3.22K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
SELL
 -
-59
- 0.77%
$2.1K - $2.3K
7.65K $347K
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

SELL
 -
-70
- 0.15%
$2.49K - $2.73K
47K $2.13M
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
SELL
 -
-76
- 0.34%
$2.7K - $2.96K
22.1K $1M
Aug 03, 2023 Q2 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-80
- 39.8%
$2.85K - $3.12K
121 $5.49K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-98
- 0.35%
$3.49K - $3.82K
27.6K $1.25M
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

SELL
 -
-100
- 1.22%
$3.56K - $3.89K
8.13K $369K
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

SELL
 -
-106
- 1.19%
$3.77K - $4.13K
8.84K $401K
Aug 14, 2023 Q2 2023
Abbot Financial Management, Inc.

North Andover, MA
SELL
 -
-107
- 1.59%
$3.81K - $4.17K
6.63K $301K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-132
- 4.75%
$4.7K - $5.14K
2.65K $120K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

SELL
 -
-141
- 2.4%
$5.02K - $5.49K
5.72K $260K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
SELL
 -
-146
- 2.47%
$5.19K - $5.69K
5.76K $261K
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
SELL
 -
-151
- 2.33%
$5.37K - $5.88K
6.34K $288K
Aug 14, 2023 Q2 2023
Van Den Berg Management I, Inc

Austin, TX
SELL
 -
-157
- 1.69%
$5.58K - $6.11K
9.13K $414K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-171
- 39.95%
$6.08K - $6.66K
257 $11.7K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-173
- 2.99%
$6.15K - $6.74K
5.62K $255K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-175
- 44.53%
$6.22K - $6.81K
218 $9.9K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

SELL
 -
-181
- 1.6%
$6.44K - $7.05K
11.1K $506K
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-251
- 3.65%
$8.93K - $9.77K
6.64K $301K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-284
- 1.22%
$10.1K - $11.1K
22.9K $1.04M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-307
- 2.53%
$10.9K - $12K
11.8K $537K
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-307
- 3.07%
$10.9K - $12K
9.68K $439K
Aug 03, 2023 Q2 2023
Sterling Investment Advisors, Ltd.

SELL
 -
-319
- 0.42%
$11.3K - $12.4K
75.5K $3.43M
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
SELL
 -
-325
- 2.63%
$11.6K - $12.7K
12K $546K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
SELL
 -
-331
- 10.68%
$11.8K - $12.9K
2.77K $126K
Jul 21, 2023 Q2 2023
E&G Advisors, LP

SELL
 -
-350
- 2.92%
$12.4K - $13.6K
11.6K $528K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-352
- 0.85%
$12.5K - $13.7K
41K $1.86M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-356
- 4.47%
$12.7K - $13.9K
7.62K $346K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-374
- 29.71%
$13.3K - $14.6K
885 $40.2K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

SELL
 -
-382
- 32.32%
$13.6K - $14.9K
800 $36.3K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
SELL
 -
-400
- 24.88%
$14.2K - $15.6K
1.21K $54.8K
Aug 09, 2023 Q2 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-412
- 0.91%
$14.7K - $16K
44.8K $2.04M

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