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 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-14- 0.16% |
$476 - $581
|
8.61K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-16- 4.38% |
$544 - $664
|
349
$16.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-18- 0.23% |
$612 - $747
|
7.72K
$365K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-22- 0.16% |
$748 - $913
|
13.5K
$637K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.04% |
$816 - $996
|
57.6K
$2.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-28- 0.07% |
$952 - $1.16K
|
39.4K
$1.86M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-43- 49.43% |
$1.46K - $1.79K
|
44
$2.08K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 1.01% |
$1.56K - $1.91K
|
4.53K
$214K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-56- 0.35% |
$1.9K - $2.33K
|
15.9K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-56- 43.41% |
$1.9K - $2.33K
|
73
$3.45K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-70- 0.8% |
$2.38K - $2.91K
|
8.7K
$411K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-75- 4.09% |
$2.55K - $3.11K
|
1.76K
$83.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 62.5% |
$3.4K - $4.15K
|
60
$2.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-132- 0.33% |
$4.49K - $5.48K
|
39.4K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-140- 50.91% |
$4.76K - $5.81K
|
135
$6.38K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-160- 0.35% |
$5.44K - $6.64K
|
45.2K
$2.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-160- 59.26% |
$5.44K - $6.64K
|
110
$5.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-165- 2.47% |
$5.61K - $6.85K
|
6.51K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-170- 0.35% |
$5.78K - $7.06K
|
48.2K
$2.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-192- 1.16% |
$6.53K - $7.97K
|
16.4K
$774K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-220- 46.22% |
$7.48K - $9.13K
|
256
$12.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-223- 4.22% |
$7.58K - $9.26K
|
5.07K
$240K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-225- 1.19% |
$7.65K - $9.34K
|
18.6K
$880K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-239- 8.12% |
$8.12K - $9.92K
|
2.7K
$128K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-240- 1.79% |
$8.16K - $9.96K
|
13.1K
$622K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-257- 5.72% |
$8.74K - $10.7K
|
4.23K
$200K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-258- 0.76% |
$8.77K - $10.7K
|
33.6K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-259- 2.47% |
$8.8K - $10.8K
|
10.2K
$483K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-270- 0.94% |
$9.18K - $11.2K
|
28.6K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-272- 3.37% |
$9.25K - $11.3K
|
7.8K
$369K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-287- 2.48% |
$9.76K - $11.9K
|
11.3K
$534K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-289- 38.08% |
$9.82K - $12K
|
470
$22.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 84.2% |
$11K - $13.5K
|
61
$2.88K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-351- 2.85% |
$11.9K - $14.6K
|
12K
$567K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-379- 1.39% |
$12.9K - $15.7K
|
27K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-399- 30.25% |
$13.6K - $16.6K
|
920
$43.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-425- 0.28% |
$14.4K - $17.6K
|
149K
$7.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-428- 1.81% |
$14.5K - $17.8K
|
23.2K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-437- 2.05% |
$14.9K - $18.1K
|
20.8K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-461- 3.04% |
$15.7K - $19.1K
|
14.7K
$695K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-542- 0.14% |
$18.4K - $22.5K
|
383K
$18.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-599- 9.66% |
$20.4K - $24.9K
|
5.6K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-600- 2.42% |
$20.4K - $24.9K
|
24.2K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-627- 32.07% |
$21.3K - $26K
|
1.33K
$62.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-634- 3.08% |
$21.5K - $26.3K
|
19.9K
$943K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-685- 6.98% |
$23.3K - $28.4K
|
9.14K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-716- 41.22% |
$24.3K - $29.7K
|
1.02K
$48.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-734- 6.21% |
$24.9K - $30.5K
|
11.1K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-737- 8.17% |
$25.1K - $30.6K
|
8.28K
$392K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-822- 12.03% |
$27.9K - $34.1K
|
6.01K
$284K
|