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 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
5.49K
+ 62.6%
$195K - $214K
14.3K $692K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
5.49K
New
$195K - $214K
5.49K $266K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
5.41K
+ 7.95%
$193K - $211K
73.5K $3.56M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
5.38K
New
$191K - $209K
5.38K $261K
Jul 14, 2023 Q2 2023
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
5.35K
+ 5.81%
$190K - $208K
97.3K $4.72M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.27K
New
$187K - $205K
5.27K $256K
Aug 08, 2023 Q2 2023
Wrapmanager Inc

BUY
 -
5.13K
+ 3.28%
$182K - $200K
162K $7.84M
Aug 07, 2023 Q2 2023
Reston Wealth Management LLC

BUY
 -
5.13K
+ 79.11%
$182K - $200K
11.6K $563K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.1K
+ 43.13%
$181K - $198K
16.9K $820K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
5.07K
+ 19.55%
$180K - $198K
31K $1.5M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
5K
+ 1.7%
$178K - $195K
299K $14.5M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
4.86K
+ 103.65%
$173K - $189K
9.55K $463K
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
4.62K
New
$164K - $180K
4.62K $224K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.56K
+ 19.33%
$162K - $177K
28.1K $1.36M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
4.53K
+ 150.4%
$161K - $176K
7.54K $366K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
4.53K
New
$161K - $176K
4.53K $220K
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
4.46K
+ 69.9%
$158K - $174K
10.8K $525K
Jul 06, 2023 Q2 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
4.3K
+ 5.49%
$153K - $168K
82.6K $4.01M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4.23K
+ 14.32%
$150K - $165K
33.7K $1.64M
Jan 02, 2024 Q2 2023
Pecaut & Co.

BUY
 -
4.09K
+ 6.08%
$145K - $159K
71.4K $3.46M
Jul 27, 2023 Q2 2023
Carmel Capital Partners, LLC

BUY
 -
3.96K
New
$141K - $154K
3.96K $192K
Jul 24, 2023 Q2 2023
Arcadia Investment Management Corp

BUY
 -
3.81K
New
$136K - $148K
3.81K $185K
Sep 07, 2023 Q2 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
3.78K
+ 3.11%
$135K - $147K
125K $6.08M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.72K
+ 11.48%
$132K - $145K
36.1K $1.75M
Aug 09, 2023 Q2 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
3.7K
New
$132K - $144K
3.7K $179K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
3.69K
+ 1100.9%
$131K - $144K
4.02K $195K
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
3.54K
+ 0.55%
$126K - $138K
650K $31.5M
Aug 30, 2023 Q2 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
3.48K
+ 2.5%
$124K - $135K
143K $6.92M
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
3.33K
New
$119K - $130K
3.33K $162K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
3.27K
+ 8.17%
$116K - $127K
43.2K $2.1M
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
3.25K
+ 24.77%
$116K - $127K
16.4K $794K
Jul 12, 2023 Q2 2023
Valicenti Advisory Services Inc

BUY
 -
3.2K
+ 9.97%
$114K - $125K
35.3K $1.71M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
3.17K
+ 10.56%
$113K - $123K
33.2K $1.61M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
3.14K
+ 678.83%
$112K - $122K
3.61K $175K
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
3.08K
+ 5.1%
$110K - $120K
63.6K $3.08M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.05K
+ 1.99%
$109K - $119K
156K $7.58M
Jul 27, 2023 Q2 2023
Nikulski Financial, Inc.

BUY
 -
2.96K
+ 12.03%
$105K - $115K
27.6K $1.34M
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
2.92K
+ 76.74%
$104K - $114K
6.72K $326K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
2.77K
New
$98.4K - $108K
2.77K $134K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.73K
+ 10.6%
$97.1K - $106K
28.5K $1.38M
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
2.7K
+ 34.5%
$95.9K - $105K
10.5K $509K
Jul 27, 2023 Q2 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
2.64K
+ 7.63%
$94K - $103K
37.3K $1.81M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
2.53K
+ 8.27%
$90K - $98.5K
33.1K $1.61M
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
2.52K
+ 7.08%
$89.7K - $98.2K
38.1K $1.85M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.52K
+ 72.59%
$89.6K - $98.1K
5.99K $290K
Jul 18, 2023 Q2 2023
Catalyst Private Wealth, LLC

BUY
 -
2.49K
+ 5.87%
$88.7K - $97.1K
45K $2.18M
Aug 14, 2023 Q2 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
2.46K
New
$87.5K - $95.8K
2.46K $119K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
2.43K
+ 1.97%
$86.5K - $94.7K
126K $6.1M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
2.4K
+ 28.64%
$85.5K - $93.6K
10.8K $523K

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