Purchases and Sales Made in Q3 2023 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 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 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3K+ 60.0% |
$109K - $123K
|
8K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.94K+ 0.95% |
$107K - $121K
|
311K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.83K+ 7.39% |
$103K - $116K
|
41.2K
$1.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.81K+ 36.33% |
$102K - $115K
|
10.5K
$485K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.79K+ 26.14% |
$101K - $114K
|
13.5K
$620K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.76K+ 1.61% |
$100K - $113K
|
174K
$8.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.74K+ 10.72% |
$99.6K - $112K
|
28.3K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.64K+ 9.38% |
$96.1K - $108K
|
30.8K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
2.64K+ 5.91% |
$96K - $108K
|
47.3K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.47KNew |
$89.8K - $101K
|
2.47K
$114K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.47K+ 8.96% |
$89.8K - $101K
|
30K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.43K+ 20.03% |
$88.4K - $99.7K
|
14.6K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 6.69% |
$87.9K - $99.2K
|
38.6K
$1.78M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.42K+ 545.6% |
$87.9K - $99.1K
|
2.86K
$132K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.4K+ 15.53% |
$87.3K - $98.6K
|
17.9K
$823K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.4K+ 15.53% |
$87.3K - $98.6K
|
17.9K
$823K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.37K+ 5.35% |
$86.3K - $97.4K
|
46.8K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.37K+ 15.33% |
$86.1K - $97.2K
|
17.8K
$821K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.3K+ 24.99% |
$83.8K - $94.5K
|
11.5K
$531K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.29K+ 6.01% |
$83.3K - $94K
|
40.4K
$1.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.28KNew |
$82.8K - $93.4K
|
2.28K
$105K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.23K+ 2.44% |
$81K - $91.4K
|
93.5K
$4.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.22K+ 21.14% |
$80.7K - $91.1K
|
12.7K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.22K+ 2.03% |
$80.7K - $91K
|
112K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.16KNew |
$78.4K - $88.4K
|
2.16K
$99.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.11K+ 3.4% |
$76.6K - $86.4K
|
64K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 2.44% |
$74.3K - $83.8K
|
85.9K
$3.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2K+ 14.64% |
$72.6K - $81.9K
|
15.6K
$720K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.99K+ 4.99% |
$72.3K - $81.6K
|
41.8K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.97K+ 24.87% |
$71.8K - $81K
|
9.91K
$457K
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.91K+ 1.8% |
$69.5K - $78.4K
|
108K
$4.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.88K+ 0.2% |
$68.5K - $77.3K
|
945K
$43.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.85K+ 9.36% |
$67.2K - $75.9K
|
21.6K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$66.7K - $75.3K
|
1.84K
$84.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.83K+ 23.65% |
$66.3K - $74.9K
|
9.54K
$439K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 818.72% |
$65.2K - $73.5K
|
2.01K
$92.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.79K+ 276.9% |
$64.9K - $73.3K
|
2.43K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.69KNew |
$61.4K - $69.3K
|
1.69K
$77.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.66K+ 71.9% |
$60.5K - $68.2K
|
3.98K
$183K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.66K+ 49.7% |
$60.2K - $68K
|
4.99K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.66KNew |
$60.2K - $67.9K
|
1.66K
$76.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.65K+ 24.02% |
$60.1K - $67.8K
|
8.53K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.61K+ 433.96% |
$58.5K - $66K
|
1.98K
$91.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.59KNew |
$57.9K - $65.3K
|
1.59K
$73.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.59K+ 23.77% |
$57.9K - $65.3K
|
8.29K
$382K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.59KNew |
$57.7K - $65.1K
|
1.59K
$73.1K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.55K+ 2.75% |
$56.4K - $63.6K
|
58K
$2.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.53K+ 14.62% |
$55.4K - $62.6K
|
12K
$551K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.52K+ 3.91% |
$55.4K - $62.5K
|
40.5K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.47K+ 0.23% |
$53.4K - $60.3K
|
651K
$30M
|