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 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.42K- 7.7% |
$181K - $203K
|
52.9K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.49K- 1.53% |
$184K - $206K
|
290K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.61K- 2.53% |
$189K - $212K
|
178K
$8.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-4.63K- 6.18% |
$190K - $213K
|
70.2K
$3.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.99K- 6.97% |
$204K - $229K
|
66.6K
$3.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 43.94% |
$209K - $234K
|
6.5K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.18K- 8.63% |
$212K - $238K
|
54.8K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.22K- 26.98% |
$214K - $240K
|
14.1K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.76K- 7.54% |
$236K - $265K
|
70.6K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.1K- 7.06% |
$250K - $280K
|
80.2K
$3.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.77K- 26.36% |
$278K - $311K
|
18.9K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.77K- 2.57% |
$278K - $311K
|
257K
$11.8M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.99K- 7.81% |
$287K - $322K
|
82.5K
$3.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.04K- 45.57% |
$289K - $324K
|
8.4K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-8.23K- 12.42% |
$337K - $379K
|
58K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8.58K- 38.37% |
$352K - $395K
|
13.8K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.13K- 5.14% |
$375K - $420K
|
169K
$7.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-9.22K- 15.37% |
$378K - $424K
|
50.8K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 3.59% |
$393K - $440K
|
257K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.59K- 4.78% |
$394K - $441K
|
191K
$8.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.86K- 12.64% |
$405K - $454K
|
68.2K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.1K- 5.92% |
$414K - $464K
|
160K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-10.2K- 0.71% |
$419K - $470K
|
1.44M
$66.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.6K- 64.13% |
$433K - $485K
|
5.9K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11K- 1.46% |
$453K - $508K
|
744K
$34.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-11.5K- 46.87% |
$472K - $530K
|
13K
$601K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.8K- 2.42% |
$485K - $544K
|
477K
$22M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.9K- 11.46% |
$490K - $550K
|
92.2K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.02% |
$497K - $557K
|
289K
$13.3M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12.5K- 14.98% |
$511K - $573K
|
70.7K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 14.4% |
$567K - $635K
|
82.1K
$3.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 4.24% |
$582K - $653K
|
321K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.8K- 20.36% |
$609K - $683K
|
58.1K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17K- 13.47% |
$697K - $782K
|
109K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.6K- 23.04% |
$764K - $857K
|
62.2K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 40.94% |
$810K - $909K
|
28.5K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-20.2K- 63.74% |
$829K - $930K
|
11.5K
$530K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.2K- 94.75% |
$871K - $977K
|
1.18K
$54.2K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.9K- 73.23% |
$900K - $1.01M
|
8.02K
$369K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-23.1K- 7.21% |
$947K - $1.06M
|
297K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 35.79% |
$947K - $1.06M
|
41.4K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-25.2K- 2.07% |
$1.04M - $1.16M
|
1.19M
$54.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-31.2K- 58.96% |
$1.28M - $1.44M
|
21.7K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-33.5K- 94.19% |
$1.37M - $1.54M
|
2.07K
$95.2K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.26% |
$1.45M - $1.62M
|
169K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-37.1K- 14.38% |
$1.52M - $1.71M
|
221K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-37.5K- 89.12% |
$1.54M - $1.73M
|
4.58K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.7K- 2.11% |
$1.59M - $1.78M
|
1.79M
$82.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.3K- 1.28% |
$1.65M - $1.85M
|
3.1M
$143M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 13.52% |
$1.73M - $1.94M
|
270K
$12.5M
|