Purchases and Sales Made in Q3 2023 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 2023. 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 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
16.8K
+ 11.54%
$612K - $691K
163K $7.39M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
16.8K
+ 38.47%
$611K - $689K
60.5K $2.74M
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
16K
+ 21.12%
$583K - $658K
92K $4.17M
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
15.9K
+ 135.88%
$578K - $652K
27.6K $1.25M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
15.7K
+ 6.54%
$572K - $645K
256K $11.6M
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
15.4K
+ 2.57%
$559K - $630K
614K $27.9M
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
15.1K
+ 225.45%
$551K - $621K
21.9K $992K
Nov 14, 2023 Q3 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
15.1K
+ 6.99%
$550K - $621K
231K $10.5M
Nov 07, 2023 Q3 2023
Patron Partners, LLC

BUY
 -
14.5K
New
$528K - $596K
14.5K $659K
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
14.4K
+ 89.48%
$524K - $591K
30.5K $1.38M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
14.1K
+ 2.74%
$511K - $577K
528K $24M
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

BUY
 -
13.6K
New
$493K - $556K
13.6K $615K
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
13.5K
+ 2.31%
$491K - $554K
599K $27.2M
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
13.3K
+ 6.91%
$483K - $545K
206K $9.34M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
13.3K
New
$482K - $544K
13.3K $602K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
13.1K
+ 6.87%
$477K - $538K
204K $9.27M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
13K
+ 8.33%
$473K - $534K
169K $7.68M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
13K
New
$471K - $531K
13K $588K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
12.8K
+ 21.7%
$467K - $527K
72K $3.27M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
12.6K
+ 689.85%
$460K - $519K
14.5K $657K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
12.6K
+ 4.67%
$459K - $518K
283K $12.8M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
12.6K
New
$456K - $515K
12.6K $570K
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
12.1K
+ 11.85%
$441K - $498K
114K $5.2M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
12K
New
$435K - $490K
12K $543K
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
11.6K
+ 86.17%
$422K - $476K
25.1K $1.14M
Oct 24, 2023 Q3 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
11.2K
+ 17.07%
$409K - $461K
77.1K $3.5M
Oct 05, 2023 Q3 2023
Capital Cs Group, LLC

BUY
 -
11.2K
+ 92.4%
$409K - $461K
23.4K $1.06M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
11.1K
New
$405K - $457K
11.1K $505K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11K
+ 12.41%
$401K - $452K
99.8K $4.53M
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
11K
+ 40.71%
$400K - $452K
38.1K $1.73M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
10.8K
+ 119.33%
$393K - $444K
19.9K $903K
Nov 13, 2023 Q3 2023
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
10.5K
+ 158.37%
$382K - $431K
17.1K $778K
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
9.78K
New
$356K - $401K
9.78K $444K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
9.73K
+ 13.82%
$354K - $399K
80.1K $3.64M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
9.66K
+ 92.25%
$351K - $396K
20.1K $914K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
9.5K
+ 26.28%
$345K - $389K
45.6K $2.07M
Oct 24, 2023 Q3 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
9.49K
+ 3.5%
$345K - $389K
281K $12.7M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
9.46K
+ 43.69%
$344K - $388K
31.1K $1.41M
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
9.38K
New
$341K - $385K
9.38K $426K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
9.32K
+ 3.4%
$339K - $382K
283K $12.9M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
9.12K
New
$331K - $374K
9.12K $414K
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

BUY
 -
8.92K
New
$324K - $366K
8.92K $405K
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.73K
+ 115.22%
$317K - $358K
16.3K $740K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
8.71K
+ 2.92%
$317K - $357K
307K $14M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
8.61K
+ 46.66%
$313K - $353K
27.1K $1.23M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
8.1K
+ 0.45%
$294K - $332K
1.83M $82.9M
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
8.05K
+ 4.98%
$293K - $330K
170K $7.7M
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

BUY
 -
7.94K
+ 3.53%
$288K - $325K
233K $10.6M
Oct 19, 2023 Q3 2023
Act Advisors, Llc.

BUY
 -
7.89K
New
$287K - $324K
7.89K $358K

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