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 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-826- 6.82% |
$28.1K - $34.3K
|
11.3K
$533K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-892- 2.29% |
$30.3K - $37K
|
38K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-893- 3.15% |
$30.4K - $37.1K
|
27.5K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-902- 18.25% |
$30.7K - $37.5K
|
4.04K
$191K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-925- 2.79% |
$31.4K - $38.4K
|
32.2K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-936- 3.89% |
$31.8K - $38.9K
|
23.1K
$1.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-940- 2.32% |
$32K - $39K
|
39.6K
$1.87M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-950- 1.37% |
$32.3K - $39.4K
|
68.5K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1K- 9.38% |
$34K - $41.5K
|
9.66K
$457K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.01K- 2.54% |
$34.2K - $41.7K
|
38.6K
$1.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.01K- 4.23% |
$34.3K - $41.9K
|
22.8K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.09K- 7.47% |
$37.2K - $45.4K
|
13.5K
$641K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 0.9% |
$39K - $47.6K
|
127K
$5.99M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.16K- 5.09% |
$39.6K - $48.3K
|
21.7K
$1.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.22K- 14.38% |
$41.6K - $50.8K
|
7.28K
$344K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.28K- 26.88% |
$43.3K - $52.9K
|
3.47K
$164K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.28K- 6.08% |
$43.5K - $53.2K
|
19.8K
$936K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.33K- 10.45% |
$45.3K - $55.3K
|
11.4K
$540K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.42KClosed |
$48.1K - $58.8K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.57K- 19.7% |
$53.3K - $65.1K
|
6.39K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.64K- 4.9% |
$55.6K - $67.9K
|
31.7K
$1.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.82K- 2.24% |
$62K - $75.7K
|
79.4K
$3.76M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.86KClosed |
$63.3K - $77.3K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.95K- 8.18% |
$66.3K - $81K
|
21.9K
$1.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.04K- 8.02% |
$69.5K - $84.9K
|
23.4K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.16K- 10.67% |
$73.2K - $89.5K
|
18K
$853K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.32K- 1.2% |
$78.7K - $96.2K
|
190K
$9M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.34K- 4.99% |
$79.5K - $97.1K
|
44.6K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.55K- 1.55% |
$86.8K - $106K
|
162K
$7.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.58K- 13.65% |
$87.6K - $107K
|
16.3K
$771K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-2.62K- 20.3% |
$89.1K - $109K
|
10.3K
$487K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.79K- 2.56% |
$94.8K - $116K
|
106K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.89K- 8.72% |
$98.2K - $120K
|
30.2K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.89K- 32.42% |
$98.2K - $120K
|
6.03K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.05K- 8.74% |
$104K - $127K
|
31.9K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.26K- 1.95% |
$111K - $135K
|
164K
$7.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.37K- 9.94% |
$115K - $140K
|
30.5K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.58K- 3.49% |
$122K - $149K
|
99K
$4.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-3.66K- 2.73% |
$124K - $152K
|
130K
$6.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.84K- 12.95% |
$131K - $160K
|
25.8K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.06K- 25.11% |
$138K - $169K
|
12.1K
$573K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.31K- 18.18% |
$146K - $179K
|
19.4K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.67K- 4.14% |
$159K - $194K
|
108K
$5.12M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.78K- 13.73% |
$163K - $199K
|
30K
$1.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.78K- 13.73% |
$163K - $199K
|
30K
$1.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.81K- 2.81% |
$164K - $200K
|
166K
$7.86M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.11K- 50.56% |
$174K - $212K
|
5K
$236K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.13K- 5.26% |
$175K - $213K
|
92.4K
$4.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-5.61K- 2.32% |
$191K - $233K
|
237K
$11.2M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.77K- 42.79% |
$196K - $240K
|
7.72K
$365K
|