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 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-23.1K- 7.21% |
$947K - $1.06M
|
297K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 35.79% |
$947K - $1.06M
|
41.4K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-25.2K- 2.07% |
$1.04M - $1.16M
|
1.19M
$44.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-31.2K- 58.96% |
$1.28M - $1.44M
|
21.7K
$816K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-33.5K- 94.19% |
$1.37M - $1.54M
|
2.07K
$77.6K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.26% |
$1.45M - $1.62M
|
169K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-37.1K- 14.38% |
$1.52M - $1.71M
|
221K
$8.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-37.5K- 89.12% |
$1.54M - $1.73M
|
4.58K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.7K- 2.11% |
$1.59M - $1.78M
|
1.79M
$67.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.3K- 1.28% |
$1.65M - $1.85M
|
3.1M
$116M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 13.52% |
$1.73M - $1.94M
|
270K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-44.2K- 12.96% |
$1.81M - $2.03M
|
297K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.6K- 7.82% |
$1.83M - $2.05M
|
526K
$19.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-46.1K- 6.15% |
$1.89M - $2.12M
|
705K
$26.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-54.7K- 82.26% |
$2.24M - $2.52M
|
11.8K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54.9K- 12.09% |
$2.25M - $2.53M
|
399K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.5K- 3.26% |
$2.52M - $2.83M
|
1.83M
$68.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-65K- 25.19% |
$2.67M - $2.99M
|
193K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-67.7K- 97.25% |
$2.78M - $3.11M
|
1.91K
$71.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-68.8K- 26.18% |
$2.82M - $3.16M
|
194K
$7.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71.5K- 64.48% |
$2.93M - $3.29M
|
39.4K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.9K- 5.13% |
$3.03M - $3.4M
|
1.37M
$51.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-74.6K- 5.45% |
$3.06M - $3.43M
|
1.29M
$48.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-74.6K- 5.45% |
$3.06M - $3.43M
|
1.29M
$48.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.6K- 9.96% |
$3.27M - $3.66M
|
720K
$27M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-91.9K- 82.75% |
$3.77M - $4.23M
|
19.2K
$720K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-102K- 3.02% |
$4.19M - $4.7M
|
3.28M
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-126K- 20.88% |
$5.19M - $5.82M
|
479K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-152K- 12.43% |
$6.24M - $6.99M
|
1.07M
$40.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-156K- 16.54% |
$6.41M - $7.19M
|
788K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-174K- 10.91% |
$7.14M - $8M
|
1.42M
$53.3M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-211K- 89.42% |
$8.66M - $9.71M
|
25K
$939K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-231K- 73.21% |
$9.47M - $10.6M
|
84.5K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-271K- 17.96% |
$11.1M - $12.5M
|
1.24M
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-305K- 4.72% |
$12.5M - $14M
|
6.15M
$231M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-317K- 5.75% |
$13M - $14.6M
|
5.2M
$195M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-581K- 26.24% |
$23.8M - $26.7M
|
1.63M
$61.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.68M- 97.69% |
$151M - $169M
|
87K
$3.27M
|