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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 2.97% |
$52.6K - $59.4K
|
50.1K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 3.2% |
$50.3K - $56.8K
|
44.6K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.29K+ 2.42% |
$46.9K - $52.9K
|
54.7K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.26K+ 9.74% |
$45.9K - $51.8K
|
14.2K
$647K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.24K+ 1.15% |
$45.1K - $50.9K
|
109K
$4.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.23K+ 8.92% |
$44.6K - $50.4K
|
15K
$680K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.21K+ 2.14% |
$44K - $49.6K
|
57.7K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.2K+ 7.25% |
$43.7K - $49.3K
|
17.8K
$807K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.2K+ 3.77% |
$43.5K - $49.1K
|
32.9K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.19K+ 0.92% |
$43.4K - $48.9K
|
131K
$5.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.19K+ 16.9% |
$43.2K - $48.7K
|
8.22K
$373K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.15K+ 41.63% |
$41.8K - $47.2K
|
3.92K
$178K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.08K+ 6.54% |
$39.3K - $44.3K
|
17.6K
$799K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 1.21% |
$37.9K - $42.8K
|
87K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.03K+ 4.46% |
$37.5K - $42.3K
|
24.2K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
994+ 14.6% |
$36.1K - $40.8K
|
7.8K
$354K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
952+ 2.15% |
$34.6K - $39.1K
|
45.2K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
947+ 1.58% |
$34.4K - $38.8K
|
61K
$2.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
946+ 34.18% |
$34.4K - $38.8K
|
3.71K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
924+ 3.75% |
$33.6K - $37.9K
|
25.6K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
920+ 3.08% |
$33.4K - $37.7K
|
30.8K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
872+ 6.47% |
$31.7K - $35.8K
|
14.3K
$651K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
862+ 5.71% |
$31.3K - $35.4K
|
16K
$725K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
859+ 1.19% |
$31.2K - $35.2K
|
73.3K
$3.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
852+ 0.88% |
$31K - $34.9K
|
98.2K
$4.46M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
840New |
$30.5K - $34.5K
|
840
$38.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
838New |
$30.5K - $34.4K
|
838
$38K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
838+ 6.42% |
$30.5K - $34.4K
|
13.9K
$631K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
826+ 7.65% |
$30K - $33.9K
|
11.6K
$527K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
804+ 7.77% |
$29.2K - $33K
|
11.1K
$506K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
801+ 0.95% |
$29.1K - $32.9K
|
85K
$3.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
794+ 4.39% |
$28.9K - $32.6K
|
18.9K
$858K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
771+ 3.17% |
$28K - $31.6K
|
25.1K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
703+ 4.09% |
$25.6K - $28.8K
|
17.9K
$813K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
703+ 0.55% |
$25.6K - $28.8K
|
128K
$5.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
690+ 3.99% |
$25.1K - $28.3K
|
18K
$816K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
679+ 1.52% |
$24.7K - $27.9K
|
45.4K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
665+ 9.77% |
$24.2K - $27.3K
|
7.47K
$339K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
664+ 0.68% |
$24.1K - $27.2K
|
98.3K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
651+ 3.45% |
$23.7K - $26.7K
|
19.5K
$886K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
615+ 3.75% |
$22.4K - $25.2K
|
17K
$773K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
606+ 6.43% |
$22K - $24.9K
|
10K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
599+ 3.34% |
$21.8K - $24.6K
|
18.5K
$840K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
529+ 1.26% |
$19.2K - $21.7K
|
42.6K
$1.93M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
522+ 84.47% |
$19K - $21.4K
|
1.14K
$51.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
520+ 68.69% |
$18.9K - $21.3K
|
1.28K
$58K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
497+ 2.25% |
$18.1K - $20.4K
|
22.6K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
462+ 3.91% |
$16.8K - $19K
|
12.3K
$557K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
454+ 2.37% |
$16.5K - $18.6K
|
19.6K
$890K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
441+ 0.18% |
$16K - $18.1K
|
246K
$11.2M
|