Purchases and Sales Made in Q3 2022 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q3 2022. 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
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
1M
+ 85.15%
$34.1M - $41.6M
2.18M $103M
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
958K
+ 6274.43%
$32.6M - $39.8M
973K $46M
Oct 27, 2022 Q3 2022
Global Strategic Investment Solutions, LLC

BUY
 -
729K
+ 94.27%
$24.8M - $30.3M
1.5M $71.1M
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
634K
+ 26372.16%
$21.5M - $26.3M
636K $30.1M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
546K
+ 3108.5%
$18.5M - $22.7M
563K $26.6M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
274K
+ 67.33%
$9.32M - $11.4M
682K $32.2M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
254K
+ 82.96%
$8.63M - $10.5M
560K $26.5M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
209K
+ 364.46%
$7.09M - $8.66M
266K $12.6M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
194K
+ 118.03%
$6.59M - $8.04M
358K $16.9M
Nov 08, 2022 Q3 2022
North Star Asset Management Inc

BUY
 -
186K
New
$6.34M - $7.74M
186K $8.81M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
162K
New
$5.52M - $6.74M
162K $7.68M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
159K
+ 34.85%
$5.4M - $6.59M
615K $29.1M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
153K
+ 4.92%
$5.19M - $6.34M
3.26M $154M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
138K
+ 345.05%
$4.69M - $5.72M
178K $8.41M
Oct 18, 2022 Q3 2022
Flynn Zito Capital Management, LLC

BUY
 -
128K
New
$4.35M - $5.32M
128K $6.06M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
127K
+ 2.16%
$4.31M - $5.27M
6M $284M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
126K
+ 2.5%
$4.28M - $5.23M
5.16M $244M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
121K
+ 287.32%
$4.11M - $5.03M
163K $7.72M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
105K
New
$3.56M - $4.35M
105K $4.95M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
104K
+ 7.02%
$3.54M - $4.32M
1.59M $75.1M
Oct 28, 2022 Q3 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
103K
New
$3.49M - $4.26M
103K $4.85M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
102K
+ 42.64%
$3.47M - $4.23M
341K $16.1M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
97.9K
+ 196.57%
$3.33M - $4.06M
148K $6.98M
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
71.5K
New
$2.43M - $2.97M
71.5K $3.38M
Nov 03, 2022 Q3 2022
Sterling Investment Advisors, Ltd.

BUY
 -
70K
New
$2.38M - $2.91M
70K $3.31M
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

BUY
 -
67.1K
+ 177.45%
$2.28M - $2.78M
105K $4.96M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
60.3K
+ 131.65%
$2.05M - $2.5M
106K $5.02M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
60.3K
+ 131.65%
$2.05M - $2.5M
106K $5.02M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
58.5K
+ 39.2%
$1.99M - $2.43M
208K $9.82M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
53.9K
+ 6.94%
$1.83M - $2.24M
830K $39.2M
Oct 11, 2022 Q3 2022
Tpg Financial Advisors, LLC

BUY
 -
53.4K
+ 180.4%
$1.81M - $2.22M
82.9K $3.92M
Oct 17, 2022 Q3 2022
One Advisory Partners, LLC

BUY
 -
51.1K
New
$1.74M - $2.12M
51.1K $2.42M
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
47.9K
+ 75.08%
$1.63M - $1.99M
112K $5.28M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
47.6K
+ 56.03%
$1.62M - $1.98M
132K $6.26M
Nov 03, 2022 Q3 2022
Advisor Os, LLC

BUY
 -
46.9K
+ 48.38%
$1.6M - $1.95M
144K $6.81M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
44.9K
New
$1.52M - $1.86M
44.9K $2.12M
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
44.2K
+ 5.54%
$1.5M - $1.83M
841K $39.8M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
43.5K
+ 54.67%
$1.48M - $1.8M
123K $5.81M
Oct 12, 2022 Q3 2022
Garrett Wealth Advisory Group, LLC

BUY
 -
42.1K
+ 12.69%
$1.43M - $1.75M
373K $17.7M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
41.9K
+ 0.48%
$1.42M - $1.74M
8.8M $416M
Oct 13, 2022 Q3 2022
Tennessee Valley Asset Management Partners

BUY
 -
41.1K
+ 545.24%
$1.4M - $1.71M
48.7K $2.3M
Oct 12, 2022 Q3 2022
Catalyst Private Wealth, LLC

BUY
 -
39.9K
New
$1.36M - $1.66M
39.9K $1.89M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
39.9K
+ 23.86%
$1.36M - $1.66M
207K $9.8M
Nov 07, 2022 Q3 2022
Wealth Management Solutions, LLC

BUY
 -
39.2K
+ 25.1%
$1.33M - $1.63M
195K $9.24M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
39K
+ 17.7%
$1.32M - $1.62M
259K $12.3M
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
37.2K
+ 114.18%
$1.26M - $1.54M
69.7K $3.3M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
36.8K
+ 41.91%
$1.25M - $1.53M
125K $5.89M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
34.2K
+ 9.79%
$1.16M - $1.42M
383K $18.1M
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
31.8K
+ 73.43%
$1.08M - $1.32M
75.1K $3.55M

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