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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-568- 8.71% |
$22.6K - $24.5K
|
5.96K
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-581- 8.48% |
$23.1K - $25.1K
|
6.27K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-600- 7.07% |
$23.9K - $25.9K
|
7.89K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-600- 7.15% |
$23.9K - $25.9K
|
7.79K
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-609- 9.47% |
$24.2K - $26.3K
|
5.82K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-630- 0.74% |
$25K - $27.2K
|
84.5K
$3.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-633- 1.84% |
$25.2K - $27.3K
|
33.9K
$1.27M
|
|
|
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
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-656- 4.26% |
$26.1K - $28.3K
|
14.7K
$553K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-661- 1.14% |
$26.3K - $28.5K
|
57.3K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-703- 3.24% |
$27.9K - $30.3K
|
21K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-723- 4.95% |
$28.7K - $31.2K
|
13.9K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-723- 2.07% |
$28.7K - $31.2K
|
34.2K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-727- 7.52% |
$28.9K - $31.4K
|
8.94K
$336K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-741- 10.86% |
$29.5K - $32K
|
6.08K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-745- 60.18% |
$29.6K - $32.1K
|
493
$18.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-750- 94.34% |
$29.8K - $32.4K
|
45
$1.69K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-765- 4.09% |
$30.4K - $33K
|
17.9K
$674K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-768- 7.12% |
$30.5K - $33.1K
|
10K
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-784- 2.31% |
$31.2K - $33.8K
|
33.2K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-796- 0.65% |
$31.6K - $34.3K
|
121K
$4.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-811- 8.83% |
$32.2K - $35K
|
8.38K
$315K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-816- 8.86% |
$32.4K - $35.2K
|
8.39K
$315K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-887- 3.21% |
$35.3K - $38.3K
|
26.7K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-900- 9.42% |
$35.8K - $38.8K
|
8.66K
$325K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-958- 3.53% |
$38.1K - $41.3K
|
26.1K
$982K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-983- 2.08% |
$39.1K - $42.4K
|
46.3K
$1.74M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1K- 2.35% |
$39.8K - $43.2K
|
41.6K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.02K- 2.82% |
$40.4K - $43.8K
|
35K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.05K- 1.02% |
$41.8K - $45.4K
|
103K
$3.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.05K- 7.38% |
$41.9K - $45.4K
|
13.2K
$496K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.06K- 8.21% |
$42.3K - $45.9K
|
11.9K
$447K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.22% |
$42.3K - $45.9K
|
5.93K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.07K- 11.0% |
$42.6K - $46.3K
|
8.68K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.11K- 1.14% |
$44K - $47.8K
|
96K
$3.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.13K- 8.17% |
$44.9K - $48.8K
|
12.7K
$477K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.14K- 16.8% |
$45.4K - $49.3K
|
5.66K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.17K- 18.76% |
$46.4K - $50.4K
|
5.06K
$190K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.17K- 9.16% |
$46.7K - $50.7K
|
11.6K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 8.24% |
$48.7K - $52.9K
|
13.6K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.24K- 13.83% |
$49.4K - $53.7K
|
7.75K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.27K- 15.64% |
$50.4K - $54.7K
|
6.84K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.28K- 5.31% |
$51K - $55.3K
|
22.9K
$859K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.33K- 0.66% |
$53K - $57.5K
|
199K
$7.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.39K- 1.83% |
$55.2K - $59.9K
|
74.4K
$2.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.4K- 18.49% |
$55.5K - $60.3K
|
6.16K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 60.68% |
$55.9K - $60.7K
|
911
$34.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.43K- 13.28% |
$56.8K - $61.6K
|
9.32K
$350K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 10.52% |
$57K - $61.8K
|
12.2K
$458K
|