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 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
234
New
$7.95K - $9.72K
234 $11.3K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
216
+ 5.16%
$7.34K - $8.97K
4.4K $214K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
216
+ 304.23%
$7.34K - $8.97K
287 $13.9K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
201
+ 717.86%
$6.83K - $8.35K
229 $11.1K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
200
New
$6.8K - $8.3K
200 $9.7K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
193
+ 189.22%
$6.56K - $8.01K
295 $14.3K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

BUY
 -
193
New
$6.56K - $8.01K
193 $9.36K
Oct 13, 2022 Q3 2022
Orin Green Financial, LLC

BUY
 -
185
+ 0.88%
$6.29K - $7.68K
21.3K $1.03M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
151
+ 126.89%
$5.13K - $6.27K
270 $13.1K
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

BUY
 -
134
+ 0.94%
$4.55K - $5.56K
14.4K $698K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
125
+ 1.71%
$4.25K - $5.19K
7.42K $360K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
120
New
$4.08K - $4.98K
120 $5.82K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
100
+ 1.75%
$3.4K - $4.15K
5.8K $281K
Oct 20, 2022 Q3 2022
Crew Capital Management, Ltd.

BUY
 -
98
+ 1.44%
$3.33K - $4.07K
6.92K $335K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
96
New
$3.26K - $3.99K
96 $4.66K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
90
+ 2.24%
$3.06K - $3.74K
4.12K $200K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
83
+ 0.78%
$2.82K - $3.45K
10.7K $520K
Sep 01, 2023 Q3 2022
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
83
+ 0.42%
$2.82K - $3.45K
19.8K $962K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
78
+ 0.59%
$2.65K - $3.24K
13.3K $643K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
76
+ 1.4%
$2.58K - $3.16K
5.49K $266K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
66
New
$2.24K - $2.74K
66 $3.2K
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
63
+ 0.42%
$2.14K - $2.62K
15.1K $731K
Oct 13, 2022 Q3 2022
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
50
+ 0.56%
$1.7K - $2.08K
9.05K $439K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
49
+ 20.33%
$1.67K - $2.03K
290 $14.1K
Nov 14, 2022 Q3 2022
Aldebaran Financial Inc.

BUY
 -
49
+ 0.18%
$1.67K - $2.03K
27.5K $1.33M
Oct 28, 2022 Q3 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
49
+ 0.33%
$1.67K - $2.03K
14.8K $719K
Nov 01, 2022 Q3 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
46
+ 0.31%
$1.56K - $1.91K
14.9K $725K
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
42
+ 0.05%
$1.43K - $1.74K
78.9K $3.83M
Oct 24, 2022 Q3 2022
Old Second National Bank Of Aurora

BUY
 -
41
+ 2.32%
$1.39K - $1.7K
1.81K $87.7K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
41
+ 0.09%
$1.39K - $1.7K
46.1K $2.24M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
35
+ 0.6%
$1.19K - $1.45K
5.9K $286K
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
26
+ 0.35%
$884 - $1.08K
7.36K $357K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
24
New
$816 - $996
24 $1.16K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
20
New
$680 - $830
20 $970
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
18
+ 0.14%
$612 - $747
13.2K $640K
Oct 20, 2022 Q3 2022
Mbe Wealth Management, LLC

BUY
 -
9
+ 0.09%
$306 - $374
9.65K $468K
Oct 12, 2023 Q3 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
9
+ 0.06%
$306 - $374
14.8K $720K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
3
+ 0.03%
$102 - $125
9.21K $447K
Nov 14, 2022 Q3 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.42%
$68 - $83
480 $23.3K
Oct 31, 2022 Q3 2022
Graypoint LLC

BUY
 -
2
+ 0.03%
$68 - $83
7.56K $367K
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
2
+ 0.48%
$68 - $83
416 $20.2K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
1
+ 0.57%
$34 - $41.5
176 $8.53K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.05%
$34 - $41.5
2.14K $104K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1
+ 1.49%
$34 - $41.5
68 $3.3K
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-3
- 0.05%
$102 - $125
6.14K $298K
Nov 16, 2022 Q3 2022
Milestone Wealth, LLC

Buffalo, NY
SELL
 -
-10
- 6.99%
$340 - $415
133 $6.45K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-10
- 33.33%
$340 - $415
20 $970
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-12
- 0.18%
$408 - $498
6.77K $328K
Nov 01, 2022 Q3 2022
Spartan Planning & Wealth Management

Greensboro, NC
SELL
 -
-14
- 0.89%
$476 - $581
1.56K $75.4K

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