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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
57+ 5.9% |
$2.07K - $2.34K
|
1.02K
$46.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
47+ 0.12% |
$1.71K - $1.93K
|
38K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 75.0% |
$1.42K - $1.6K
|
91
$4.13K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39+ 22.67% |
$1.42K - $1.6K
|
211
$9.58K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
35+ 3.88% |
$1.27K - $1.44K
|
936
$42.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
20+ 0.04% |
$727 - $820
|
47K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
20+ 0.24% |
$727 - $820
|
8.51K
$386K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.1% |
$654 - $738
|
19K
$860K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.12% |
$654 - $738
|
15.3K
$696K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 0.03% |
$545 - $615
|
44.4K
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13New |
$473 - $533
|
13
$590
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$436 - $492
|
12
$545
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
9+ 0.16% |
$327 - $369
|
5.69K
$258K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.06% |
$254 - $287
|
11.1K
$506K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$218 - $246
|
6
$272
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5+ 0.03% |
$182 - $205
|
15.9K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.07% |
$109 - $123
|
4.53K
$206K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$36.4 - $41
|
673
$30.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1+ 0.01% |
$36.4 - $41
|
7.57K
$343K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$36.4 - $41
|
5.49K
$249K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.01% |
$36.4 - $41
|
8.1K
$368K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1New |
$36.4 - $41
|
1
$45.4
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.11% |
$36.4 - $41
|
903
$41K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.21% |
$36.4 - $41
|
487
$22.1K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 1.32% |
$36.4 - $41
|
75
$3.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.07% |
$254 - $287
|
10.6K
$483K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9- 0.16% |
$327 - $369
|
5.61K
$255K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-15- 0.22% |
$545 - $615
|
6.85K
$311K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 1.35% |
$727 - $820
|
1.47K
$66.5K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-29- 0.04% |
$1.05K - $1.19K
|
73.4K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.09% |
$1.09K - $1.23K
|
33.8K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 24.79% |
$1.09K - $1.23K
|
91
$4.13K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-36- 3.7% |
$1.31K - $1.48K
|
936
$42.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-36- 2.11% |
$1.31K - $1.48K
|
1.67K
$75.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37- 0.34% |
$1.34K - $1.52K
|
10.9K
$496K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-37- 0.42% |
$1.34K - $1.52K
|
8.8K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 0.93% |
$1.49K - $1.68K
|
4.35K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-46- 51.11% |
$1.67K - $1.89K
|
44
$2K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-51- 0.84% |
$1.85K - $2.09K
|
6.02K
$273K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-52- 0.93% |
$1.89K - $2.13K
|
5.55K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 17.05% |
$1.89K - $2.13K
|
253
$11.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 0.32% |
$1.93K - $2.17K
|
16.6K
$756K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-59- 0.16% |
$2.14K - $2.42K
|
37.5K
$1.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-60- 0.05% |
$2.18K - $2.46K
|
128K
$5.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.08% |
$2.22K - $2.5K
|
73.5K
$3.33M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-73- 1.88% |
$2.65K - $2.99K
|
3.82K
$173K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 3.06% |
$2.94K - $3.32K
|
2.57K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-88- 6.64% |
$3.2K - $3.61K
|
1.24K
$56.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-90- 0.65% |
$3.27K - $3.69K
|
13.8K
$626K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-96- 0.41% |
$3.49K - $3.94K
|
23.4K
$1.06M
|