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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-715- 1.18% |
$25.4K - $27.8K
|
60K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-834- 8.3% |
$29.7K - $32.5K
|
9.22K
$447K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.43K- 9.96% |
$50.8K - $55.6K
|
12.9K
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.71K- 18.4% |
$60.8K - $66.5K
|
7.58K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.77K- 10.52% |
$62.9K - $68.9K
|
15K
$729K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.77K- 10.52% |
$62.9K - $68.9K
|
15K
$729K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.79K- 17.49% |
$63.5K - $69.5K
|
8.43K
$409K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.93K- 8.33% |
$68.8K - $75.3K
|
21.3K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2K- 10.55% |
$71K - $77.7K
|
16.9K
$821K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.13K- 16.24% |
$75.6K - $82.8K
|
11K
$532K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.26K- 10.69% |
$80.4K - $88K
|
18.9K
$916K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.4K- 17.63% |
$85.3K - $93.4K
|
11.2K
$543K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-2.51K- 10.91% |
$89.3K - $97.8K
|
20.5K
$994K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.52K- 1.25% |
$89.7K - $98.2K
|
199K
$9.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.66K- 13.76% |
$94.5K - $103K
|
16.6K
$807K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.74K- 27.1% |
$97.6K - $107K
|
7.38K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-2.76K- 12.13% |
$98.1K - $107K
|
20K
$969K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.84K- 0.25% |
$101K - $111K
|
1.15M
$55.7M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.88K- 15.71% |
$103K - $112K
|
15.5K
$750K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.04K- 14.15% |
$108K - $118K
|
18.5K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.09K- 25.22% |
$110K - $120K
|
9.15K
$444K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.19K- 3.37% |
$113K - $124K
|
91.3K
$4.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.27K- 83.5% |
$116K - $127K
|
645
$31.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.57K- 17.76% |
$127K - $139K
|
16.5K
$801K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.77K- 2.84% |
$134K - $147K
|
129K
$6.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4K- 40.0% |
$142K - $156K
|
6K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-4.48K- 20.51% |
$159K - $174K
|
17.3K
$841K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.73K- 34.9% |
$168K - $184K
|
8.82K
$428K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.85K- 26.46% |
$172K - $189K
|
13.5K
$653K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.01K- 3.84% |
$178K - $195K
|
125K
$6.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-5.43K- 39.85% |
$193K - $211K
|
8.19K
$397K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.65K- 23.4% |
$201K - $220K
|
18.5K
$898K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.67K- 6.06% |
$202K - $221K
|
88K
$4.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.95K- 12.99% |
$212K - $232K
|
39.8K
$1.93M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6K- 33.89% |
$213K - $234K
|
11.7K
$567K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-6.32K- 12.4% |
$225K - $246K
|
44.7K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.34K- 8.28% |
$226K - $247K
|
70.2K
$3.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.81K- 47.69% |
$242K - $265K
|
7.47K
$362K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6.93K- 74.95% |
$247K - $270K
|
2.32K
$112K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.3K- 23.74% |
$260K - $284K
|
23.5K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.46K- 23.46% |
$265K - $290K
|
24.3K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.42K- 9.66% |
$299K - $328K
|
78.8K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.65K- 6.24% |
$308K - $337K
|
130K
$6.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.67K- 25.93% |
$308K - $338K
|
24.8K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.85K- 22.62% |
$315K - $345K
|
30.3K
$1.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.96K- 2.3% |
$319K - $349K
|
381K
$18.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-9.03K- 17.02% |
$321K - $352K
|
44K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.5K- 47.58% |
$338K - $370K
|
10.5K
$508K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.3K- 53.6% |
$368K - $403K
|
8.96K
$434K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 61.73% |
$370K - $405K
|
6.44K
$312K
|