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 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
2.4K
+ 25.52%
$85.2K - $93.3K
11.8K $535K
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
2.35K
+ 2.81%
$83.5K - $91.4K
86K $3.9M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
2.3K
+ 2.14%
$81.8K - $89.6K
110K $4.97M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
2.25K
New
$80.2K - $87.8K
2.25K $102K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
2.23K
+ 7.87%
$79.3K - $86.8K
30.5K $1.39M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
2.15K
+ 805.62%
$76.5K - $83.8K
2.42K $110K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
2.14K
+ 73.35%
$76.1K - $83.3K
5.06K $229K
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
2.14K
New
$76K - $83.2K
2.14K $97K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
2.12K
+ 1.68%
$75.4K - $82.5K
128K $5.83M
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
2.07K
New
$73.5K - $80.5K
2.07K $93.8K
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
1.96K
+ 13.75%
$69.5K - $76.1K
16.2K $734K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.94K
+ 13.06%
$69.1K - $75.7K
16.8K $763K
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
1.93K
+ 2.02%
$68.7K - $75.2K
97.7K $4.43M
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
1.77K
+ 11.07%
$62.9K - $68.8K
17.7K $804K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
1.72K
New
$61.2K - $67K
1.72K $78.1K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.68K
+ 2.05%
$59.8K - $65.4K
83.5K $3.79M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.64K
+ 5.44%
$58.2K - $63.7K
31.7K $1.44M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
1.62K
+ 2.85%
$57.5K - $63K
58.3K $2.65M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
1.61K
New
$57.3K - $62.7K
1.61K $73.1K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.6K
+ 4.44%
$56.8K - $62.1K
37.6K $1.71M
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.58K
+ 1.68%
$56.3K - $61.7K
95.6K $4.34M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
1.58K
+ 3.05%
$56.3K - $61.6K
53.4K $2.42M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.56K
+ 1.49%
$55.5K - $60.7K
107K $4.84M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
1.56K
+ 4.29%
$55.4K - $60.6K
37.8K $1.72M
Aug 11, 2023 Q2 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
1.51K
+ 13.2%
$53.9K - $59K
13K $589K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
1.49K
+ 23.53%
$53K - $58K
7.82K $355K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.47K
+ 16.01%
$52.4K - $57.4K
10.7K $484K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
1.37K
+ 4.23%
$48.8K - $53.4K
33.8K $1.54M
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
1.37K
New
$48.6K - $53.2K
1.37K $62K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
1.33K
New
$47.2K - $51.6K
1.33K $60.2K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
1.31K
+ 22.32%
$46.6K - $51K
7.18K $326K
Jul 31, 2023 Q2 2023
Blue Fin Capital, Inc.

BUY
 -
1.26K
+ 13.21%
$45K - $49.2K
10.8K $492K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.25K
+ 1.6%
$44.4K - $48.6K
79.1K $3.59M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.25K
+ 22.38%
$44.3K - $48.5K
6.81K $309K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
1.24K
New
$44K - $48.1K
1.24K $56.1K
Aug 14, 2023 Q2 2023
Emc Capital Management

Houston, TX
BUY
 -
1.24K
+ 79.68%
$43.9K - $48.1K
2.79K $126K
Jul 06, 2023 Q2 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
1.23K
+ 1.16%
$43.8K - $48K
108K $4.9M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.22K
+ 1.53%
$43.4K - $47.5K
81.1K $3.68M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
1.15K
+ 6.93%
$40.9K - $44.8K
17.8K $806K
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.15K
+ 4.18%
$40.9K - $44.8K
28.7K $1.3M
Jul 17, 2023 Q2 2023
Alta Wealth Advisors LLC

BUY
 -
1.09K
+ 4.45%
$38.7K - $42.4K
25.6K $1.16M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.08K
+ 4.04%
$38.3K - $42K
27.8K $1.26M
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
1.08K
+ 2.2%
$38.2K - $41.9K
49.9K $2.27M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1.05K
New
$37.3K - $40.9K
1.05K $47.7K
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
1.05K
+ 2.45%
$37.3K - $40.9K
43.9K $1.99M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.05K
+ 9.6%
$37.2K - $40.7K
11.9K $541K
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
1K
+ 2.25%
$35.6K - $38.9K
45.5K $2.06M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
966
New
$34.4K - $37.6K
966 $43.8K
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
962
+ 1.09%
$34.2K - $37.5K
89.5K $4.06M

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