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 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.79K- 12.33% |
$71.1K - $77.2K
|
12.7K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.81K- 5.68% |
$72K - $78.1K
|
30.1K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.84K- 19.93% |
$73.1K - $79.4K
|
7.39K
$357K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.87K- 2.8% |
$74.3K - $80.6K
|
64.8K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.92K- 21.87% |
$76.5K - $83K
|
6.88K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.95K- 8.0% |
$77.4K - $84.1K
|
22.4K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.95K- 25.25% |
$77.6K - $84.2K
|
5.78K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.12K- 11.0% |
$84.2K - $91.4K
|
17.1K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.13K- 8.66% |
$84.7K - $91.9K
|
22.5K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.21K- 6.88% |
$87.8K - $95.3K
|
29.9K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.23K- 44.68% |
$88.6K - $96.2K
|
2.76K
$133K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.24K- 7.97% |
$88.9K - $96.5K
|
25.8K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.24K- 13.47% |
$89K - $96.6K
|
14.4K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.3K- 5.2% |
$91.2K - $99K
|
41.8K
$2.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.36K- 18.36% |
$93.8K - $102K
|
10.5K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.36K- 3.87% |
$93.9K - $102K
|
58.7K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.38K- 7.21% |
$94.6K - $103K
|
30.6K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.4K- 3.62% |
$95.2K - $103K
|
63.7K
$3.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2.46K- 6.41% |
$97.7K - $106K
|
35.9K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.65% |
$99.5K - $108K
|
66K
$3.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.65K- 17.67% |
$105K - $114K
|
12.4K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.65K- 16.63% |
$105K - $114K
|
13.3K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.78K- 1.75% |
$110K - $120K
|
156K
$7.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.79K- 13.15% |
$111K - $120K
|
18.4K
$890K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.79K- 21.84% |
$111K - $120K
|
9.98K
$482K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.94K- 11.78% |
$117K - $127K
|
22K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3K- 3.9% |
$119K - $129K
|
73.8K
$3.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.16K- 6.16% |
$125K - $136K
|
48.1K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.16K- 8.66% |
$125K - $136K
|
33.3K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.22K- 8.13% |
$128K - $139K
|
36.4K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.32K- 7.49% |
$132K - $143K
|
41K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.63K- 13.23% |
$144K - $156K
|
23.8K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.66K- 42.16% |
$145K - $158K
|
5.01K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.68K- 6.63% |
$146K - $159K
|
51.9K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.76K- 7.93% |
$149K - $162K
|
43.6K
$2.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.77K- 33.06% |
$150K - $163K
|
7.64K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-3.82K- 10.99% |
$152K - $165K
|
30.9K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.01K- 27.54% |
$159K - $173K
|
10.5K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.08K- 30.47% |
$162K - $176K
|
9.31K
$450K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.13K- 19.92% |
$164K - $178K
|
16.6K
$801K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.22K- 99.91% |
$168K - $182K
|
4
$193
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.35K- 4.34% |
$173K - $188K
|
95.9K
$4.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-4.36K- 1.36% |
$173K - $188K
|
315K
$15.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.41K- 28.26% |
$175K - $190K
|
11.2K
$541K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.6K- 27.13% |
$183K - $198K
|
12.3K
$596K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.61K- 12.52% |
$183K - $199K
|
32.2K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.67KClosed |
$186K - $202K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.7K- 24.29% |
$187K - $203K
|
14.6K
$708K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.72K- 1.74% |
$188K - $204K
|
267K
$12.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.75K- 1.05% |
$189K - $205K
|
447K
$21.6M
|