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 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-640Closed |
$25.4K - $27.6K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-653- 1.19% |
$26K - $28.2K
|
54.4K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-656- 4.26% |
$26.1K - $28.3K
|
14.7K
$712K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-661- 1.14% |
$26.3K - $28.5K
|
57.3K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-703- 3.24% |
$27.9K - $30.3K
|
21K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-723- 4.95% |
$28.7K - $31.2K
|
13.9K
$671K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-723- 2.07% |
$28.7K - $31.2K
|
34.2K
$1.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-727- 7.52% |
$28.9K - $31.4K
|
8.94K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-741- 10.86% |
$29.5K - $32K
|
6.08K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-745- 60.18% |
$29.6K - $32.1K
|
493
$23.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-750- 94.34% |
$29.8K - $32.4K
|
45
$2.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-765- 4.09% |
$30.4K - $33K
|
17.9K
$867K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-768- 7.12% |
$30.5K - $33.1K
|
10K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-784- 2.31% |
$31.2K - $33.8K
|
33.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-796- 0.65% |
$31.6K - $34.3K
|
121K
$5.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-811- 8.83% |
$32.2K - $35K
|
8.38K
$405K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-816- 8.86% |
$32.4K - $35.2K
|
8.39K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-887- 3.21% |
$35.3K - $38.3K
|
26.7K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-900- 9.42% |
$35.8K - $38.8K
|
8.66K
$418K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-958- 3.53% |
$38.1K - $41.3K
|
26.1K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-983- 2.08% |
$39.1K - $42.4K
|
46.3K
$2.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1K- 2.35% |
$39.8K - $43.2K
|
41.6K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.02K- 2.82% |
$40.4K - $43.8K
|
35K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.05K- 1.02% |
$41.8K - $45.4K
|
103K
$4.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.05K- 7.38% |
$41.9K - $45.4K
|
13.2K
$639K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.06K- 8.21% |
$42.3K - $45.9K
|
11.9K
$575K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.22% |
$42.3K - $45.9K
|
5.93K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.07K- 11.0% |
$42.6K - $46.3K
|
8.68K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.11K- 1.14% |
$44K - $47.8K
|
96K
$4.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.13K- 8.17% |
$44.9K - $48.8K
|
12.7K
$614K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.14K- 16.8% |
$45.4K - $49.3K
|
5.66K
$273K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.17K- 18.76% |
$46.4K - $50.4K
|
5.06K
$244K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.17K- 9.16% |
$46.7K - $50.7K
|
11.6K
$562K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 8.24% |
$48.7K - $52.9K
|
13.6K
$659K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.24K- 13.83% |
$49.4K - $53.7K
|
7.75K
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.27K- 15.64% |
$50.4K - $54.7K
|
6.84K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.28K- 5.31% |
$51K - $55.3K
|
22.9K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.33K- 0.66% |
$53K - $57.5K
|
199K
$9.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.39K- 1.83% |
$55.2K - $59.9K
|
74.4K
$3.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.4K- 18.49% |
$55.5K - $60.3K
|
6.16K
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 60.68% |
$55.9K - $60.7K
|
911
$44K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.43K- 13.28% |
$56.8K - $61.6K
|
9.32K
$450K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 10.52% |
$57K - $61.8K
|
12.2K
$589K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.45K- 3.38% |
$57.6K - $62.6K
|
41.5K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.49K- 9.6% |
$59.3K - $64.3K
|
14K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.51K- 9.8% |
$59.8K - $64.9K
|
13.9K
$670K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.59K- 10.34% |
$63.1K - $68.5K
|
13.8K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 7.4% |
$63.8K - $69.2K
|
20.1K
$970K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.71K- 16.89% |
$68K - $73.8K
|
8.41K
$407K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.74K- 5.53% |
$69.3K - $75.3K
|
29.8K
$1.44M
|