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 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.72K- 1.74% |
$188K - $204K
|
267K
$12.1M
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.75K- 1.05% |
$189K - $205K
|
447K
$20.3M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.84K- 39.35% |
$192K - $209K
|
7.45K
$338K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.85K- 38.56% |
$193K - $209K
|
7.73K
$351K
|
|
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
$2.72M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.97K- 11.74% |
$237K - $258K
|
44.9K
$2.04M
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6.21K- 18.59% |
$247K - $268K
|
27.2K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.26K- 22.43% |
$249K - $270K
|
21.6K
$983K
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.28K- 0.83% |
$250K - $271K
|
751K
$34.1M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.47K- 1.31% |
$257K - $279K
|
489K
$22.2M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.7K- 9.28% |
$266K - $289K
|
65.5K
$2.97M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.12K- 3.96% |
$283K - $307K
|
173K
$7.84M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.36K- 3.97% |
$292K - $317K
|
178K
$8.07M
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-7.37K- 7.03% |
$293K - $318K
|
97.5K
$4.43M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.42K- 23.05% |
$295K - $320K
|
24.8K
$1.12M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.68K- 9.02% |
$305K - $331K
|
77.4K
$3.51M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-8.48K- 20.37% |
$337K - $366K
|
33.2K
$1.51M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.8K- 50.18% |
$350K - $380K
|
8.74K
$397K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.9K- 55.82% |
$354K - $384K
|
7.04K
$320K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.07K- 7.48% |
$361K - $391K
|
112K
$5.09M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.2K- 10.75% |
$366K - $397K
|
76.4K
$3.47M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9.32K- 46.03% |
$370K - $402K
|
10.9K
$496K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.42K- 8.28% |
$375K - $407K
|
104K
$4.74M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.78K- 60.91% |
$389K - $422K
|
6.27K
$285K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.85K- 0.44% |
$392K - $425K
|
2.23M
$101M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.97K- 12.23% |
$396K - $430K
|
71.6K
$3.25M
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10K- 10.76% |
$399K - $433K
|
83.2K
$3.78M
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.5K- 4.28% |
$455K - $494K
|
257K
$11.6M
|
|
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
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.1K- 11.01% |
$521K - $566K
|
106K
$4.81M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.2K- 16.94% |
$523K - $568K
|
64.5K
$2.93M
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-14K- 11.39% |
$555K - $602K
|
109K
$4.93M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.4K- 58.27% |
$570K - $619K
|
10.3K
$467K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17K- 72.52% |
$675K - $733K
|
6.44K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-17.2K- 9.16% |
$685K - $744K
|
171K
$7.76M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-18K- 94.34% |
$715K - $776K
|
1.08K
$49K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 4.48% |
$719K - $780K
|
385K
$17.5M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-20.6K- 1.66% |
$819K - $889K
|
1.22M
$55.3M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-21.4K- 55.76% |
$851K - $923K
|
17K
$771K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24.2K- 16.1% |
$962K - $1.04M
|
126K
$5.73M
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-27.8K- 77.51% |
$1.11M - $1.2M
|
8.08K
$367K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-28.5K- 1.53% |
$1.13M - $1.23M
|
1.83M
$83.2M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-28.6K- 20.48% |
$1.14M - $1.23M
|
111K
$5.04M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-28.9K- 14.13% |
$1.15M - $1.25M
|
176K
$7.97M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-29.4K- 76.9% |
$1.17M - $1.27M
|
8.83K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.1K- 51.98% |
$1.19M - $1.3M
|
27.8K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 61.12% |
$1.21M - $1.32M
|
19.4K
$882K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32.3K- 18.98% |
$1.28M - $1.39M
|
138K
$6.25M
|