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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.79K- 27.35% |
$156K - $174K
|
10.1K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-3.85K- 2.78% |
$158K - $177K
|
134K
$5.05M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-3.98K- 67.37% |
$163K - $183K
|
1.93K
$72.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4K- 6.18% |
$164K - $184K
|
60.8K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.07K- 20.17% |
$167K - $187K
|
16.1K
$605K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.2K- 2.43% |
$172K - $193K
|
169K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.21K- 3.45% |
$173K - $194K
|
118K
$4.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.37K- 0.98% |
$179K - $201K
|
443K
$16.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.42K- 7.7% |
$181K - $203K
|
52.9K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.49K- 1.53% |
$184K - $206K
|
290K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.61K- 2.53% |
$189K - $212K
|
178K
$6.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-4.63K- 6.18% |
$190K - $213K
|
70.2K
$2.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.99K- 6.97% |
$204K - $229K
|
66.6K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 43.94% |
$209K - $234K
|
6.5K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.18K- 8.63% |
$212K - $238K
|
54.8K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.22K- 26.98% |
$214K - $240K
|
14.1K
$531K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5.6K- 71.52% |
$230K - $258K
|
2.23K
$83.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.76K- 7.54% |
$236K - $265K
|
70.6K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.1K- 7.06% |
$250K - $280K
|
80.2K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.77K- 2.57% |
$278K - $311K
|
257K
$9.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.77K- 26.36% |
$278K - $311K
|
18.9K
$710K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.99K- 7.81% |
$287K - $322K
|
82.5K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.04K- 45.57% |
$289K - $324K
|
8.4K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-8.23K- 12.42% |
$337K - $379K
|
58K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8.58K- 38.37% |
$352K - $395K
|
13.8K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.13K- 5.14% |
$375K - $420K
|
169K
$6.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-9.22K- 15.37% |
$378K - $424K
|
50.8K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 3.59% |
$393K - $440K
|
257K
$9.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.59K- 4.78% |
$394K - $441K
|
191K
$7.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.86K- 12.64% |
$405K - $454K
|
68.2K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.1K- 5.92% |
$414K - $464K
|
160K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-10.2K- 0.71% |
$419K - $470K
|
1.44M
$53.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.6K- 64.13% |
$433K - $485K
|
5.9K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11K- 1.46% |
$453K - $508K
|
744K
$27.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-11.5K- 46.87% |
$472K - $530K
|
13K
$490K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.8K- 2.42% |
$485K - $544K
|
477K
$17.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.9K- 11.46% |
$490K - $550K
|
92.2K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.02% |
$497K - $557K
|
289K
$10.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12.5K- 14.98% |
$511K - $573K
|
70.7K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 14.4% |
$567K - $635K
|
82.1K
$3.08M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.1K- 22.81% |
$578K - $649K
|
47.7K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 4.24% |
$582K - $653K
|
321K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.8K- 20.36% |
$609K - $683K
|
58.1K
$2.18M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-16.6K- 55.27% |
$681K - $764K
|
13.4K
$505K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17K- 13.47% |
$697K - $782K
|
109K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.6K- 23.04% |
$764K - $857K
|
62.2K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 40.94% |
$810K - $909K
|
28.5K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-20.2K- 63.74% |
$829K - $930K
|
11.5K
$432K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.2K- 94.75% |
$871K - $977K
|
1.18K
$44.2K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.9K- 73.23% |
$900K - $1.01M
|
8.02K
$301K
|