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 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
915+ 5.9% |
$32.5K - $35.6K
|
16.4K
$796K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
913+ 6.82% |
$32.5K - $35.6K
|
14.3K
$694K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
910+ 2.08% |
$32.4K - $35.4K
|
44.7K
$2.17M
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
902New |
$32.1K - $35.1K
|
902
$43.7K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
885+ 14.4% |
$31.5K - $34.5K
|
7.03K
$341K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
868New |
$30.9K - $33.8K
|
868
$42.1K
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
823+ 4.62% |
$29.3K - $32K
|
18.6K
$903K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
812+ 5.54% |
$28.9K - $31.6K
|
15.5K
$750K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
788New |
$28K - $30.7K
|
788
$38.2K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
766+ 1.67% |
$27.2K - $29.8K
|
46.7K
$2.27M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
759+ 7.18% |
$27K - $29.6K
|
11.3K
$550K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
757New |
$26.9K - $29.5K
|
757
$36.7K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
755New |
$26.9K - $29.4K
|
755
$36.6K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
692+ 4.89% |
$24.6K - $26.9K
|
14.8K
$719K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
672New |
$23.9K - $26.2K
|
672
$32.6K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
660+ 2444.44% |
$23.5K - $25.7K
|
687
$33.3K
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
653+ 1.07% |
$23.2K - $25.4K
|
61.9K
$3M
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
641+ 193.66% |
$22.8K - $25K
|
972
$47.1K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
640+ 4.84% |
$22.8K - $24.9K
|
13.9K
$673K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
611New |
$21.7K - $23.8K
|
611
$29.6K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
600New |
$21.3K - $23.4K
|
600
$29.1K
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
597+ 1.07% |
$21.2K - $23.2K
|
56.4K
$2.74M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
587New |
$20.9K - $22.9K
|
587
$28.5K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
586+ 194.04% |
$20.8K - $22.8K
|
888
$43.1K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
562New |
$20K - $21.9K
|
562
$27.3K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
558+ 4.41% |
$19.8K - $21.7K
|
13.2K
$641K
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
522+ 1.43% |
$18.6K - $20.3K
|
36.9K
$1.79M
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
506+ 2.76% |
$18K - $19.7K
|
18.8K
$913K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$17.8K - $19.5K
|
500
$24.2K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
497+ 2.2% |
$17.7K - $19.4K
|
23.1K
$1.12M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
490+ 3.78% |
$17.4K - $19.1K
|
13.5K
$653K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
473+ 129.59% |
$16.8K - $18.4K
|
838
$40.6K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
444New |
$15.8K - $17.3K
|
444
$21.5K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
443New |
$15.8K - $17.3K
|
443
$21.5K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
429New |
$15.3K - $16.7K
|
429
$20.8K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
402+ 4.09% |
$14.3K - $15.7K
|
10.2K
$497K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
389+ 1.62% |
$13.8K - $15.1K
|
24.3K
$1.18M
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
377New |
$13.4K - $14.7K
|
377
$18.3K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
371New |
$13.2K - $14.4K
|
371
$18K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
371+ 120.45% |
$13.2K - $14.4K
|
679
$32.9K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
363+ 12100.0% |
$12.9K - $14.1K
|
366
$17.7K
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
357New |
$12.7K - $13.9K
|
357
$17.3K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
325+ 0.95% |
$11.6K - $12.7K
|
34.4K
$1.67M
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
323+ 101.89% |
$11.5K - $12.6K
|
640
$31K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
320New |
$11.4K - $12.5K
|
320
$15.5K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305New |
$10.8K - $11.9K
|
305
$14.8K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
295+ 207.75% |
$10.5K - $11.5K
|
437
$21.2K
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
290New |
$10.3K - $11.3K
|
290
$14.1K
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
280+ 1.86% |
$9.96K - $10.9K
|
15.3K
$743K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
264+ 1.41% |
$9.39K - $10.3K
|
18.9K
$918K
|