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 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-354K- 6.49% |
$14.1M - $15.3M
|
5.1M
$234M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-476K- 6.87% |
$18.9M - $20.5M
|
6.45M
$296M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-512K- 61.55% |
$20.4M - $22.1M
|
320K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-631K- 10.27% |
$25.1M - $27.2M
|
5.51M
$253M
|
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-719K- 97.59% |
$28.6M - $31M
|
17.7K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03M- 69.66% |
$41.1M - $44.6M
|
450K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.12M- 95.41% |
$44.5M - $48.4M
|
53.9K
$2.47M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.58M- 33.95% |
$62.9M - $68.3M
|
3.08M
$141M
|
|
|
Aug 13, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-6.93M- 97.59% |
$275M - $299M
|
171K
$7.85M
|