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 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.75K+ 1.11% |
$149K - $162K
|
341K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.64K+ 3.82% |
$145K - $157K
|
98.9K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.58K+ 865.86% |
$142K - $154K
|
3.99K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 3.35% |
$141K - $154K
|
110K
$5.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.47K+ 23.02% |
$138K - $150K
|
18.6K
$900K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.45K+ 4.91% |
$137K - $149K
|
73.7K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.31K+ 18.24% |
$131K - $143K
|
21.4K
$1.04M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.2K+ 36.88% |
$127K - $138K
|
11.9K
$576K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.19K+ 0.34% |
$127K - $138K
|
930K
$45.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.18K+ 4.35% |
$126K - $137K
|
76.2K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.07K+ 4.75% |
$122K - $133K
|
67.8K
$3.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.04K+ 5.29% |
$121K - $131K
|
60.5K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 7.82% |
$120K - $131K
|
41.8K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97K+ 3.52% |
$118K - $128K
|
87.4K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
2.94K+ 37.46% |
$117K - $127K
|
10.8K
$524K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 3.04% |
$113K - $122K
|
96.3K
$4.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.7K+ 8.19% |
$107K - $116K
|
35.6K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 6.15% |
$104K - $113K
|
45.1K
$2.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.56K+ 8.13% |
$102K - $110K
|
34K
$1.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.55K+ 3.62% |
$101K - $110K
|
72.9K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.55K+ 7.03% |
$101K - $110K
|
38.8K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.49K+ 22.64% |
$98.8K - $107K
|
13.5K
$653K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.47K+ 17.17% |
$98.1K - $107K
|
16.8K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.45K+ 4.28% |
$97.4K - $106K
|
59.7K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.38K+ 12.65% |
$94.4K - $102K
|
21.1K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.36K+ 9.75% |
$93.7K - $102K
|
26.5K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.32K+ 12.98% |
$92.2K - $100K
|
20.2K
$979K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.29K+ 9.68% |
$90.9K - $98.7K
|
25.9K
$1.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
2.28K+ 36.63% |
$90.6K - $98.4K
|
8.51K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.21K+ 5.76% |
$87.9K - $95.4K
|
40.6K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.14K+ 21.75% |
$85.1K - $92.4K
|
12K
$581K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.11K+ 1.26% |
$84K - $91.2K
|
170K
$8.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.11K+ 8.27% |
$83.8K - $91K
|
27.6K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.08K+ 4.54% |
$82.6K - $89.6K
|
47.8K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.07KNew |
$82.1K - $89.1K
|
2.07K
$100K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.06K+ 16.15% |
$81.7K - $88.7K
|
14.8K
$717K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.05K+ 10.02% |
$81.4K - $88.4K
|
22.5K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.99K+ 114.6% |
$79.3K - $86K
|
3.73K
$181K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.94K+ 4.26% |
$77.1K - $83.7K
|
47.5K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 3.19% |
$75.9K - $82.4K
|
61.8K
$3M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.9K+ 19.94% |
$75.4K - $81.9K
|
11.4K
$554K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.89K+ 36.21% |
$75K - $81.4K
|
7.09K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.81K+ 9.72% |
$72K - $78.2K
|
20.4K
$992K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.8K+ 4.78% |
$71.6K - $77.7K
|
39.5K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.76K+ 3.82% |
$69.8K - $75.8K
|
47.8K
$2.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.75K+ 6.0% |
$69.5K - $75.4K
|
30.9K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.75K+ 1.28% |
$69.4K - $75.3K
|
138K
$6.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.73KNew |
$68.6K - $74.4K
|
1.73K
$83.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.67K+ 130.12% |
$66.5K - $72.1K
|
2.96K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.64K+ 1.42% |
$65K - $70.6K
|
116K
$5.65M
|