Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
6.91M+ 3672.66% |
$275M - $298M
|
7.1M
$316M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.66M+ 3487.24% |
$146M - $158M
|
3.77M
$167M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.49M+ 11.3% |
$59.1M - $64.2M
|
14.6M
$651M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.26M+ 57.17% |
$49.9M - $54.2M
|
3.45M
$154M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
911K+ 2740.05% |
$36.2M - $39.3M
|
944K
$42M
|
|
|
Aug 09, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
737KNew |
$29.3M - $31.8M
|
737K
$32.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
718K+ 106.64% |
$28.5M - $31M
|
1.39M
$61.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
588K+ 3.38% |
$23.4M - $25.4M
|
18M
$799M
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
552K+ 447.24% |
$21.9M - $23.8M
|
675K
$30M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
451K+ 2.09% |
$17.9M - $19.5M
|
22M
$979M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
331KNew |
$13.1M - $14.3M
|
331K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
305K+ 23.62% |
$12.1M - $13.1M
|
1.59M
$70.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
205K+ 16.89% |
$8.13M - $8.82M
|
1.42M
$62.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
203KNew |
$8.07M - $8.76M
|
203K
$9.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
203K+ 361.8% |
$8.05M - $8.74M
|
259K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200KNew |
$7.95M - $8.63M
|
200K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
176K+ 13.19% |
$7M - $7.6M
|
1.51M
$67.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
173KNew |
$6.88M - $7.47M
|
173K
$7.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
159KNew |
$6.31M - $6.85M
|
159K
$7.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
151K+ 2273.74% |
$5.99M - $6.5M
|
157K
$6.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
148K+ 8.88% |
$5.88M - $6.39M
|
1.81M
$80.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
136K+ 43.23% |
$5.42M - $5.88M
|
452K
$20.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
136KNew |
$5.4M - $5.86M
|
136K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
122KNew |
$4.85M - $5.27M
|
122K
$5.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
111KNew |
$4.42M - $4.79M
|
111K
$4.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
110K+ 82.7% |
$4.36M - $4.74M
|
242K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
101K+ 110.65% |
$4M - $4.34M
|
192K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
95.8K+ 19.93% |
$3.81M - $4.13M
|
576K
$25.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
93.9KNew |
$3.73M - $4.05M
|
93.9K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
86.3KNew |
$3.43M - $3.72M
|
86.3K
$3.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86K+ 14.48% |
$3.42M - $3.71M
|
680K
$30.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82.7K+ 7.18% |
$3.29M - $3.57M
|
1.23M
$54.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
76.7K+ 19.79% |
$3.05M - $3.31M
|
464K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.4K+ 2.54% |
$3.04M - $3.3M
|
3.08M
$137M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.7K+ 58.0% |
$2.97M - $3.22M
|
203K
$9.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
71KNew |
$2.82M - $3.06M
|
71K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
65.9K+ 12.59% |
$2.62M - $2.84M
|
589K
$26.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
61.9K+ 12.84% |
$2.46M - $2.67M
|
544K
$24.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
61.4K+ 11.61% |
$2.44M - $2.65M
|
590K
$26.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
61K+ 4.32% |
$2.42M - $2.63M
|
1.47M
$65.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
55.5K+ 12.25% |
$2.21M - $2.4M
|
509K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
53.5K+ 10.04% |
$2.12M - $2.31M
|
586K
$26M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
51.7K+ 13.93% |
$2.06M - $2.23M
|
423K
$18.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
47.4KNew |
$1.89M - $2.05M
|
47.4K
$2.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
45.1K+ 16.52% |
$1.79M - $1.95M
|
318K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42K+ 0.76% |
$1.67M - $1.81M
|
5.55M
$246M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41K+ 15.78% |
$1.63M - $1.77M
|
301K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
40.9K+ 1.94% |
$1.63M - $1.77M
|
2.15M
$95.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.1KNew |
$1.48M - $1.6M
|
37.1K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35.1K+ 60.96% |
$1.4M - $1.52M
|
92.8K
$4.12M
|