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 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
30.9K
+ 2.55%
$1.05M - $1.28M
1.24M $58.6M
Nov 10, 2022 Q3 2022
Kwb Wealth

Redlands, CA
BUY
 -
30.2K
+ 15.56%
$1.03M - $1.25M
224K $10.6M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
30K
+ 421.06%
$1.02M - $1.25M
37.2K $1.76M
Nov 14, 2022 Q3 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
30K
New
$1.02M - $1.25M
30K $1.42M
Nov 14, 2022 Q3 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
28K
+ 55.84%
$950K - $1.16M
78K $3.69M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
27K
+ 102.63%
$917K - $1.12M
53.3K $2.52M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
24.4K
New
$829K - $1.01M
24.4K $1.15M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
23.6K
+ 12.95%
$802K - $980K
206K $9.73M
Nov 07, 2022 Q3 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
23.3K
+ 4.99%
$793K - $969K
491K $23.2M
Oct 26, 2022 Q3 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
23.2K
+ 16.64%
$787K - $962K
162K $7.68M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
21.7K
New
$738K - $901K
21.7K $1.03M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
21.6K
+ 144.86%
$733K - $896K
36.5K $1.72M
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
21.3K
+ 13.75%
$725K - $886K
177K $8.35M
Nov 04, 2022 Q3 2022
Detalus Advisors, LLC

BUY
 -
21K
+ 312.49%
$715K - $874K
27.8K $1.31M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
21K
+ 9.25%
$715K - $873K
249K $11.8M
Nov 14, 2022 Q3 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
20.7K
New
$703K - $859K
20.7K $978K
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
20.3K
+ 4.62%
$689K - $842K
459K $21.7M
Oct 26, 2022 Q3 2022
Crestwood Advisors Group LLC

BUY
 -
19.6K
+ 1.41%
$667K - $815K
1.41M $66.9M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
19.1K
New
$649K - $793K
19.1K $903K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
18K
+ 19.19%
$613K - $749K
112K $5.3M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
17.5K
+ 5.16%
$596K - $727K
357K $16.9M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
15.7K
+ 3.2%
$533K - $652K
506K $23.9M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
15.3K
+ 1.16%
$520K - $635K
1.34M $63.2M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
14.3K
+ 35.37%
$484K - $592K
54.5K $2.58M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
14.1K
New
$481K - $587K
14.1K $669K
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
13.8K
+ 38.45%
$468K - $572K
49.6K $2.35M
Oct 18, 2022 Q3 2022
Cahaba Wealth Management, Inc.

BUY
 -
13K
+ 9.85%
$441K - $539K
145K $6.85M
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
12.4K
New
$422K - $515K
12.4K $587K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
11.9K
+ 82.04%
$403K - $493K
26.3K $1.24M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
11.5K
+ 7.85%
$392K - $479K
158K $7.49M
Oct 20, 2022 Q3 2022
Resonant Capital Advisors, LLC

BUY
 -
11.5K
+ 22.01%
$390K - $476K
63.5K $3M
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
11.1K
New
$377K - $461K
11.1K $525K
Nov 10, 2022 Q3 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
10.6K
+ 5.8%
$360K - $440K
193K $9.14M
Oct 13, 2022 Q3 2022
Boston Standard Wealth Management, LLC

BUY
 -
10.5K
+ 3.78%
$357K - $436K
288K $13.6M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
10.4K
New
$354K - $433K
10.4K $493K
Nov 18, 2022 Q3 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
10.4K
New
$352K - $430K
10.4K $489K
Oct 20, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
9.97K
New
$339K - $414K
9.97K $472K
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

BUY
 -
9.95K
+ 11.36%
$338K - $413K
97.6K $4.61M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.11K
+ 4.83%
$310K - $378K
198K $9.35M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
9.09K
+ 1.23%
$309K - $377K
749K $35.4M
Nov 02, 2022 Q3 2022
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
8.92K
+ 20.46%
$303K - $370K
52.5K $2.48M
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
8.81K
+ 3.35%
$299K - $366K
271K $12.8M
Nov 08, 2022 Q3 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
8.6K
New
$292K - $357K
8.6K $407K
Oct 13, 2022 Q3 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
8.18K
+ 17.2%
$278K - $339K
55.7K $2.63M
Nov 09, 2022 Q3 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
7.67K
New
$261K - $319K
7.67K $363K
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
7.57K
New
$257K - $314K
7.57K $358K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
7.5K
+ 7.03%
$255K - $311K
114K $5.4M
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
7.47K
+ 9.14%
$254K - $310K
89.1K $4.21M
Aug 13, 2024 Q3 2022
Meridian Financial, LLC

Holliston, MA
BUY
 -
7.31K
+ 56.59%
$248K - $303K
20.2K $956K

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