Purchases and Sales Made in Q3 2024 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 2024. 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 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.02% |
$41 - $46
|
4.07K
$187K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1- -0.0% |
$41 - $46
|
23.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$123 - $138
|
5.78K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4- -0.0% |
$164 - $184
|
1.23M
$56.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.59% |
$164 - $184
|
673
$31K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 7.69% |
$246 - $276
|
72
$3.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8- 0.14% |
$328 - $368
|
5.88K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-15- 0.11% |
$615 - $690
|
13.5K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-15- 0.11% |
$615 - $690
|
13.5K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-16- 0.34% |
$656 - $736
|
4.63K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 45.95% |
$697 - $782
|
20
$921
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24- 0.41% |
$984 - $1.1K
|
5.87K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-25- 21.19% |
$1.03K - $1.15K
|
93
$4.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-30- 0.17% |
$1.23K - $1.38K
|
17.1K
$788K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-36- 0.03% |
$1.48K - $1.66K
|
129K
$5.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-40- 0.61% |
$1.64K - $1.84K
|
6.49K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-40- 5.26% |
$1.64K - $1.84K
|
721
$33.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-47- 0.05% |
$1.93K - $2.16K
|
101K
$4.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-51- 0.32% |
$2.09K - $2.35K
|
15.7K
$724K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-57- 0.42% |
$2.34K - $2.62K
|
13.6K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-59- 20.92% |
$2.42K - $2.71K
|
223
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-66- 0.33% |
$2.71K - $3.04K
|
19.8K
$914K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-67- 0.46% |
$2.75K - $3.08K
|
14.6K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-67- 0.81% |
$2.75K - $3.08K
|
8.17K
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 0.89% |
$3.08K - $3.45K
|
8.31K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.76% |
$3.08K - $3.45K
|
2.64K
$122K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-76- 0.51% |
$3.12K - $3.5K
|
14.9K
$684K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-77- 6.75% |
$3.16K - $3.54K
|
1.06K
$49K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 0.68% |
$3.28K - $3.68K
|
11.6K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-85- 0.65% |
$3.49K - $3.91K
|
12.9K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-88- 0.32% |
$3.61K - $4.05K
|
27K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-94- 0.3% |
$3.86K - $4.32K
|
30.8K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 0.25% |
$4.1K - $4.6K
|
39.2K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 7.36% |
$4.14K - $4.65K
|
1.27K
$58.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 4.73% |
$4.59K - $5.15K
|
2.26K
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-126- 0.87% |
$5.17K - $5.8K
|
14.3K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-126- 48.46% |
$5.17K - $5.8K
|
134
$6.17K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-139- 0.39% |
$5.7K - $6.4K
|
35.8K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-143- 6.91% |
$5.87K - $6.58K
|
1.93K
$88.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-147- 3.27% |
$6.03K - $6.76K
|
4.35K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-147- 1.54% |
$6.03K - $6.76K
|
9.4K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-152- 0.98% |
$6.24K - $6.99K
|
15.4K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-155- 1.98% |
$6.36K - $7.13K
|
7.69K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-157- 0.36% |
$6.44K - $7.22K
|
43.2K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-160- 2.33% |
$6.56K - $7.36K
|
6.7K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-161- 2.93% |
$6.6K - $7.41K
|
5.34K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-161- 4.0% |
$6.6K - $7.41K
|
3.87K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-175- 0.4% |
$7.18K - $8.05K
|
43K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-192- 1.45% |
$7.88K - $8.83K
|
13K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-199- 1.43% |
$8.16K - $9.16K
|
13.7K
$630K
|