Purchases and Sales Made in Q3 2022 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 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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.06K+ 5.86% |
$240K - $293K
|
128K
$6.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
6.89K+ 14.39% |
$234K - $286K
|
54.7K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6.66K+ 33.72% |
$226K - $277K
|
26.4K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
6.6K+ 2.8% |
$224K - $274K
|
242K
$11.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.36K+ 4.66% |
$216K - $264K
|
143K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.27K+ 14.19% |
$213K - $260K
|
50.4K
$2.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.11K+ 2.7% |
$208K - $254K
|
232K
$11M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.08K+ 3.23% |
$207K - $252K
|
195K
$9.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
5.83K+ 4.99% |
$198K - $242K
|
123K
$5.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.43K+ 11.19% |
$184K - $225K
|
53.9K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.19K+ 6.98% |
$176K - $216K
|
79.6K
$3.76M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.18K+ 73.92% |
$176K - $215K
|
12.2K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.18K+ 34.55% |
$176K - $215K
|
20.2K
$953K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.13K+ 0.58% |
$175K - $213K
|
898K
$42.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.02K+ 27.6% |
$170K - $208K
|
23.2K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.5K+ 28.47% |
$153K - $187K
|
20.3K
$961K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
4.08K+ 7.89% |
$139K - $170K
|
55.8K
$2.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.91K+ 5.31% |
$133K - $162K
|
77.6K
$3.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.76K+ 3.97% |
$128K - $156K
|
98.6K
$4.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
3.7K+ 10.41% |
$126K - $153K
|
39.2K
$1.85M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.52K+ 15.73% |
$120K - $146K
|
25.9K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
3.52K+ 3.24% |
$119K - $146K
|
112K
$5.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
3.44K+ 0.79% |
$117K - $143K
|
440K
$20.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.21K+ 2.97% |
$109K - $133K
|
111K
$5.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.18K+ 2.72% |
$108K - $132K
|
120K
$5.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.05K+ 2.14% |
$104K - $127K
|
145K
$6.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 10.22% |
$103K - $126K
|
32.8K
$1.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.9K+ 32.42% |
$98.6K - $120K
|
11.8K
$560K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 806.8% |
$92.7K - $113K
|
3.07K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.53K+ 6.21% |
$85.8K - $105K
|
43.2K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.5K+ 34.07% |
$85.1K - $104K
|
9.85K
$466K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.37K+ 15.51% |
$80.7K - $98.5K
|
17.7K
$836K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.35K+ 11.35% |
$79.8K - $97.4K
|
23K
$1.09M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
2.32K+ 5.19% |
$79K - $96.5K
|
47.1K
$2.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 0.4% |
$76K - $92.9K
|
566K
$26.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.23K+ 3.76% |
$75.7K - $92.5K
|
61.5K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.16K+ 3.79% |
$73.5K - $89.8K
|
59.2K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.15K+ 19.26% |
$73.2K - $89.4K
|
13.3K
$631K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.09K+ 0.31% |
$70.9K - $86.6K
|
684K
$32.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.03K+ 4.2% |
$68.9K - $84.1K
|
50.3K
$2.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.02K+ 2.41% |
$68.5K - $83.7K
|
85.7K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2K+ 2.0% |
$68K - $83.1K
|
102K
$4.83M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.97K+ 11.89% |
$67K - $81.8K
|
18.5K
$877K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.96K+ 3771.15% |
$66.7K - $81.4K
|
2.01K
$95.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.94K+ 18.73% |
$65.9K - $80.5K
|
12.3K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.92K+ 12.43% |
$65.1K - $79.5K
|
17.3K
$819K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.78K+ 3.99% |
$60.4K - $73.8K
|
46.3K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7K+ 12.5% |
$57.8K - $70.6K
|
15.3K
$724K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 1.9% |
$54.4K - $66.4K
|
85.7K
$4.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 9.08% |
$51.6K - $63K
|
18.2K
$862K
|