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 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.22K- 99.91% |
$168K - $182K
|
4
$176
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.35K- 4.34% |
$173K - $188K
|
95.9K
$4.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-4.36K- 1.36% |
$173K - $188K
|
315K
$13.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.41K- 28.26% |
$175K - $190K
|
11.2K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.6K- 27.13% |
$183K - $198K
|
12.3K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.61K- 12.52% |
$183K - $199K
|
32.2K
$1.42M
|
|
|
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
$644K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.72K- 1.74% |
$188K - $204K
|
267K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.75K- 1.05% |
$189K - $205K
|
447K
$19.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.84K- 39.35% |
$192K - $209K
|
7.45K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.85K- 38.56% |
$193K - $209K
|
7.73K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-4.85KClosed |
$193K - $209K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.68K- 8.64% |
$226K - $245K
|
60K
$2.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.97K- 11.74% |
$237K - $258K
|
44.9K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6.21K- 18.59% |
$247K - $268K
|
27.2K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.26K- 22.43% |
$249K - $270K
|
21.6K
$952K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.28K- 0.83% |
$250K - $271K
|
751K
$33M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.47K- 1.31% |
$257K - $279K
|
489K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.7K- 9.28% |
$266K - $289K
|
65.5K
$2.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.12K- 3.96% |
$283K - $307K
|
173K
$7.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.36K- 3.97% |
$292K - $317K
|
178K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-7.37K- 7.03% |
$293K - $318K
|
97.5K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.42K- 23.05% |
$295K - $320K
|
24.8K
$1.09M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.59K- 2.89% |
$302K - $328K
|
255K
$11.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.68K- 9.02% |
$305K - $331K
|
77.4K
$3.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-8.48K- 20.37% |
$337K - $366K
|
33.2K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.8K- 50.18% |
$350K - $380K
|
8.74K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.9K- 55.82% |
$354K - $384K
|
7.04K
$310K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.07K- 7.48% |
$361K - $391K
|
112K
$4.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.2K- 10.75% |
$366K - $397K
|
76.4K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9.32K- 46.03% |
$370K - $402K
|
10.9K
$481K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.42K- 8.28% |
$375K - $407K
|
104K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.78K- 60.91% |
$389K - $422K
|
6.27K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.85K- 0.44% |
$392K - $425K
|
2.23M
$97.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.97K- 12.23% |
$396K - $430K
|
71.6K
$3.15M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10K- 10.76% |
$399K - $433K
|
83.2K
$3.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.5K- 4.28% |
$455K - $494K
|
257K
$11.3M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-11.6KClosed |
$463K - $502K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13K- 22.67% |
$518K - $562K
|
44.4K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.1K- 11.01% |
$521K - $566K
|
106K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.2K- 16.94% |
$523K - $568K
|
64.5K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-14K- 11.39% |
$555K - $602K
|
109K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.4K- 58.27% |
$570K - $619K
|
10.3K
$452K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17K- 72.52% |
$675K - $733K
|
6.44K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-17.2K- 9.16% |
$685K - $744K
|
171K
$7.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-18K- 94.34% |
$715K - $776K
|
1.08K
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 4.48% |
$719K - $780K
|
385K
$17M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-19K- 72.0% |
$757K - $822K
|
7.41K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-20.6K- 1.66% |
$819K - $889K
|
1.22M
$53.6M
|