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 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
501+ 2.59% |
$19.9K - $21.6K
|
19.8K
$961K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$19.9K - $21.6K
|
500
$24.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
465+ 5.77% |
$18.5K - $20.1K
|
8.52K
$413K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
437+ 17.71% |
$17.4K - $18.9K
|
2.9K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
428+ 45.34% |
$17K - $18.5K
|
1.37K
$66.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
380+ 0.69% |
$15.1K - $16.4K
|
55.7K
$2.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
375New |
$14.9K - $16.2K
|
375
$18.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
358+ 7.48% |
$14.2K - $15.4K
|
5.15K
$250K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
358+ 7.48% |
$14.2K - $15.4K
|
5.15K
$250K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
357+ 31.29% |
$14.2K - $15.4K
|
1.5K
$72.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
342+ 2.59% |
$13.6K - $14.8K
|
13.5K
$657K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
341+ 2.14% |
$13.6K - $14.7K
|
16.3K
$789K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
332+ 15.66% |
$13.2K - $14.3K
|
2.45K
$119K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
330+ 2.17% |
$13.1K - $14.2K
|
15.5K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
325+ 25.02% |
$12.9K - $14K
|
1.62K
$78.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305New |
$12.1K - $13.2K
|
305
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
302+ 4.85% |
$12K - $13K
|
6.53K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
301+ 2.06% |
$12K - $13K
|
14.9K
$724K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
301+ 22.96% |
$12K - $13K
|
1.61K
$78.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
294+ 5.47% |
$11.7K - $12.7K
|
5.67K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
287+ 3.61% |
$11.4K - $12.4K
|
8.24K
$399K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
286+ 0.91% |
$11.4K - $12.3K
|
31.7K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
251+ 0.71% |
$9.98K - $10.8K
|
35.8K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
248+ 3.64% |
$9.86K - $10.7K
|
7.07K
$343K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
247+ 3.67% |
$9.82K - $10.7K
|
6.98K
$338K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
246New |
$9.78K - $10.6K
|
246
$11.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
240+ 1.8% |
$9.54K - $10.4K
|
13.6K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
232+ 2.08% |
$9.22K - $10K
|
11.4K
$551K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
226+ 1.59% |
$8.98K - $9.75K
|
14.4K
$699K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
224+ 11.85% |
$8.9K - $9.67K
|
2.12K
$103K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
220+ 1.04% |
$8.75K - $9.49K
|
21.3K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
215New |
$8.55K - $9.28K
|
215
$10.4K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
207+ 21.88% |
$8.23K - $8.93K
|
1.15K
$55.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
207+ 1.53% |
$8.23K - $8.93K
|
13.7K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 7.96% |
$7.95K - $8.63K
|
2.71K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
189+ 3.0% |
$7.51K - $8.16K
|
6.49K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
166New |
$6.6K - $7.16K
|
166
$8.05K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
157+ 1.16% |
$6.24K - $6.77K
|
13.7K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
154+ 1.64% |
$6.12K - $6.65K
|
9.54K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
149+ 2.96% |
$5.92K - $6.43K
|
5.19K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
147+ 1.13% |
$5.84K - $6.34K
|
13.1K
$637K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
144+ 1.05% |
$5.72K - $6.21K
|
13.9K
$673K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
144+ 1.8% |
$5.72K - $6.21K
|
8.13K
$394K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
141+ 100.0% |
$5.6K - $6.08K
|
282
$13.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
132New |
$5.25K - $5.7K
|
132
$6.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
129+ 2.86% |
$5.13K - $5.57K
|
4.65K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
122+ 0.4% |
$4.85K - $5.26K
|
31K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
122+ 0.48% |
$4.85K - $5.26K
|
25.5K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 2.35% |
$4.57K - $4.96K
|
5.02K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
113+ 28.61% |
$4.49K - $4.88K
|
508
$24.6K
|