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 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 2.35% |
$4.57K - $4.96K
|
5.02K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
113+ 28.61% |
$4.49K - $4.88K
|
508
$23.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
112+ 0.5% |
$4.45K - $4.83K
|
22.4K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
98+ 8.75% |
$3.9K - $4.23K
|
1.22K
$55.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 10.79% |
$3.86K - $4.19K
|
996
$45.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
91+ 0.53% |
$3.62K - $3.93K
|
17.3K
$787K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
86+ 0.56% |
$3.42K - $3.71K
|
15.6K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81+ 0.13% |
$3.22K - $3.5K
|
61.3K
$2.78M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
78New |
$3.1K - $3.37K
|
78
$3.54K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
77+ 0.15% |
$3.06K - $3.32K
|
52.6K
$2.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$2.94K - $3.19K
|
74
$3.36K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
65+ 138.3% |
$2.58K - $2.8K
|
112
$5.08K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 25.49% |
$2.58K - $2.8K
|
320
$14.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 0.54% |
$2.58K - $2.8K
|
12K
$545K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
65+ 0.31% |
$2.58K - $2.8K
|
21.3K
$967K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
64+ 26.78% |
$2.54K - $2.76K
|
303
$13.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
63+ 0.7% |
$2.5K - $2.72K
|
9.09K
$412K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
52+ 0.11% |
$2.07K - $2.24K
|
47.2K
$2.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
33New |
$1.31K - $1.42K
|
33
$1.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
31+ 0.5% |
$1.23K - $1.34K
|
6.18K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30+ 0.48% |
$1.19K - $1.29K
|
6.28K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
30+ 0.43% |
$1.19K - $1.29K
|
7.04K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30+ 0.25% |
$1.19K - $1.29K
|
11.8K
$537K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
29+ 0.04% |
$1.15K - $1.25K
|
74.9K
$3.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
23+ 0.37% |
$914 - $992
|
6.19K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
23+ 0.43% |
$914 - $992
|
5.4K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
21+ 0.18% |
$835 - $906
|
11.6K
$526K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
19+ 0.16% |
$755 - $820
|
11.8K
$535K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
18+ 0.3% |
$716 - $777
|
6.02K
$273K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16+ 0.48% |
$636 - $690
|
3.36K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
15+ 0.26% |
$596 - $647
|
5.87K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$596 - $647
|
15
$681
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
13New |
$517 - $561
|
13
$590
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
10+ 0.13% |
$398 - $432
|
7.44K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$398 - $432
|
5.24K
$238K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 69.23% |
$358 - $388
|
22
$999
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 5.13% |
$318 - $345
|
164
$7.44K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 3.17% |
$318 - $345
|
260
$11.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.53% |
$318 - $345
|
1.52K
$68.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.03% |
$199 - $216
|
17.2K
$780K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$199 - $216
|
5.57K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 0.47% |
$199 - $216
|
1.07K
$48.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.08% |
$199 - $216
|
6.13K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.47% |
$159 - $173
|
849
$38.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$159 - $173
|
684
$31K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4+ 0.07% |
$159 - $173
|
5.81K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.04% |
$119 - $129
|
7.82K
$355K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3+ 0.26% |
$119 - $129
|
1.16K
$52.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$79.5 - $86.3
|
5.5K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.03% |
$79.5 - $86.3
|
7.68K
$349K
|