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 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$79.5 - $86.3
|
5.5K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1+ 0.85% |
$39.8 - $43.2
|
118
$5.72K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$39.8 - $43.2
|
9.11K
$442K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$39.8 - $43.2
|
2.07K
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$39.8 - $43.2
|
1.43K
$69.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$39.8 - $43.2
|
11.7K
$568K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.08% |
$39.8 - $43.2
|
1.2K
$58.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$39.8 - $43.2
|
11.6K
$562K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2- 4.08% |
$79.5 - $86.3
|
47
$2.28K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3- 0.04% |
$119 - $129
|
7.12K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-5- 0.04% |
$199 - $216
|
12.2K
$591K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.44% |
$199 - $216
|
1.14K
$55.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6- 0.06% |
$239 - $259
|
10.4K
$505K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 14.58% |
$278 - $302
|
41
$1.99K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-8- 0.09% |
$318 - $345
|
8.95K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8- 0.12% |
$318 - $345
|
6.81K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10- 0.39% |
$398 - $432
|
2.57K
$125K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-12- 0.08% |
$477 - $518
|
14.5K
$702K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-14- 0.1% |
$557 - $604
|
14.7K
$712K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-20- 0.27% |
$795 - $863
|
7.34K
$356K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-22- 0.27% |
$875 - $949
|
8.12K
$393K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-28- 0.14% |
$1.11K - $1.21K
|
20.3K
$986K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-34- 20.36% |
$1.35K - $1.47K
|
133
$6.45K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-35- 0.67% |
$1.39K - $1.51K
|
5.15K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43- 0.38% |
$1.71K - $1.86K
|
11.3K
$546K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-47- 0.63% |
$1.87K - $2.03K
|
7.47K
$362K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-51- 0.32% |
$2.03K - $2.2K
|
15.8K
$764K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-55- 1.79% |
$2.19K - $2.37K
|
3.02K
$147K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.45% |
$2.39K - $2.59K
|
13.2K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-60- 0.59% |
$2.39K - $2.59K
|
10.2K
$493K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-61- 0.05% |
$2.42K - $2.63K
|
129K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-70- 3.09% |
$2.78K - $3.02K
|
2.19K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-73- 0.17% |
$2.9K - $3.15K
|
43.3K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-73- 0.06% |
$2.9K - $3.15K
|
113K
$5.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-74- 0.56% |
$2.94K - $3.19K
|
13.2K
$640K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-74- 0.19% |
$2.94K - $3.19K
|
39.3K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-76- 0.07% |
$3.02K - $3.28K
|
103K
$4.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-89- 0.21% |
$3.54K - $3.84K
|
43.2K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-105- 59.32% |
$4.17K - $4.53K
|
72
$3.49K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-106- 0.32% |
$4.21K - $4.57K
|
33K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-117- 3.33% |
$4.65K - $5.05K
|
3.39K
$165K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-121- 1.07% |
$4.81K - $5.22K
|
11.2K
$544K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-125- 5.01% |
$4.97K - $5.39K
|
2.37K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 0.09% |
$5.33K - $5.78K
|
148K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-134- 0.88% |
$5.33K - $5.78K
|
15.1K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-135- 2.69% |
$5.37K - $5.83K
|
4.89K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-136- 1.3% |
$5.41K - $5.87K
|
10.3K
$501K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-154- 0.5% |
$6.12K - $6.65K
|
30.9K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-155- 0.51% |
$6.16K - $6.69K
|
30.5K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-169- 1.65% |
$6.72K - $7.29K
|
10.1K
$489K
|