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 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-35.8K- 58.2% |
$1.42M - $1.54M
|
25.7K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-37.2K- 60.24% |
$1.48M - $1.61M
|
24.6K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.9K- 1.68% |
$1.51M - $1.64M
|
2.21M
$107M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.6K- 4.87% |
$1.54M - $1.67M
|
755K
$36.6M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-39K- 64.02% |
$1.55M - $1.68M
|
21.9K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.5K- 3.08% |
$1.73M - $1.88M
|
1.37M
$66.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-44.2K- 74.37% |
$1.76M - $1.91M
|
15.2K
$739K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-44.7K- 14.51% |
$1.78M - $1.93M
|
264K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-46.5K- 7.54% |
$1.85M - $2.01M
|
570K
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-47.2K- 3.72% |
$1.88M - $2.04M
|
1.22M
$59.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-47.7K- 96.67% |
$1.89M - $2.06M
|
1.64K
$79.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.3K- 7.39% |
$1.92M - $2.08M
|
606K
$29.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-51.1K- 60.57% |
$2.03M - $2.21M
|
33.3K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52.8K- 72.34% |
$2.1M - $2.28M
|
20.2K
$978K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-53.7K- 15.19% |
$2.13M - $2.32M
|
300K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-62.4K- 1.95% |
$2.48M - $2.69M
|
3.14M
$152M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-68.4K- 34.63% |
$2.72M - $2.95M
|
129K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-71.1K- 28.21% |
$2.83M - $3.07M
|
181K
$8.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-87.1K- 45.55% |
$3.46M - $3.76M
|
104K
$5.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98.1K- 78.38% |
$3.9M - $4.23M
|
27.1K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 6.5% |
$3.98M - $4.32M
|
1.44M
$69.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116K- 19.72% |
$4.6M - $4.99M
|
471K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-126K- 34.74% |
$5M - $5.42M
|
236K
$11.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-136K- 3.86% |
$5.4M - $5.86M
|
3.38M
$164M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-145K- 65.28% |
$5.77M - $6.26M
|
77.2K
$3.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-148K- 4.62% |
$5.9M - $6.4M
|
3.06M
$148M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-157K- 64.91% |
$6.22M - $6.76M
|
84.6K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-162K- 16.82% |
$6.42M - $6.97M
|
799K
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-174K- 42.04% |
$6.91M - $7.5M
|
240K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-178K- 41.86% |
$7.09M - $7.7M
|
248K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-182K- 16.55% |
$7.25M - $7.87M
|
919K
$44.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-274K- 30.54% |
$10.9M - $11.8M
|
624K
$30.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-296K- 81.67% |
$11.8M - $12.8M
|
66.5K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-335K- 18.79% |
$13.3M - $14.4M
|
1.45M
$70.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-354K- 6.49% |
$14.1M - $15.3M
|
5.1M
$247M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-476K- 6.87% |
$18.9M - $20.5M
|
6.45M
$313M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-512K- 61.55% |
$20.4M - $22.1M
|
320K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-631K- 10.27% |
$25.1M - $27.2M
|
5.51M
$267M
|
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-719K- 97.59% |
$28.6M - $31M
|
17.7K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03M- 69.66% |
$41.1M - $44.6M
|
450K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.12M- 95.41% |
$44.5M - $48.4M
|
53.9K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-6.93M- 97.59% |
$275M - $299M
|
171K
$8.29M
|