Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
33KNew |
$1.39M - $1.55M
|
33K
$1.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.9KNew |
$1.35M - $1.5M
|
31.9K
$1.45M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30.8KNew |
$1.3M - $1.45M
|
30.8K
$1.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 6.02% |
$1.25M - $1.38M
|
519K
$23.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
28.1K+ 74.34% |
$1.19M - $1.32M
|
65.9K
$2.99M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27.9K+ 23.15% |
$1.18M - $1.31M
|
149K
$6.75M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.6K+ 27.06% |
$1.17M - $1.3M
|
130K
$5.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 297.14% |
$1.13M - $1.26M
|
35.8K
$1.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.4K+ 77.96% |
$1.11M - $1.24M
|
60.2K
$2.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 17.1% |
$1M - $1.11M
|
162K
$7.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
22.3K+ 5.12% |
$941K - $1.05M
|
458K
$20.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.9KNew |
$926K - $1.03M
|
21.9K
$995K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
20.5K+ 2.42% |
$865K - $961K
|
867K
$39.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
19.9K+ 399.96% |
$840K - $934K
|
24.9K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4K+ 123.39% |
$821K - $913K
|
35.2K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.4KNew |
$820K - $911K
|
19.4K
$881K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
19.1K+ 99.64% |
$805K - $895K
|
38.2K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
18.8KNew |
$795K - $884K
|
18.8K
$854K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
18.7K+ 16.9% |
$791K - $879K
|
130K
$5.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 8.41% |
$788K - $876K
|
241K
$10.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6K+ 5.55% |
$787K - $875K
|
354K
$16.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 5.6% |
$779K - $866K
|
347K
$15.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
18.1K+ 8.82% |
$764K - $849K
|
223K
$10.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.8K+ 7.54% |
$754K - $838K
|
255K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
17.6K+ 22.5% |
$744K - $827K
|
95.9K
$4.35M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.1KNew |
$723K - $803K
|
17.1K
$777K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 11.86% |
$702K - $780K
|
157K
$7.12M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.2KNew |
$683K - $760K
|
16.2K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
15.9K+ 1.98% |
$670K - $745K
|
819K
$37.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.8K+ 2.86% |
$666K - $740K
|
567K
$25.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.7KNew |
$664K - $738K
|
15.7K
$713K
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
15.4KNew |
$652K - $725K
|
15.4K
$701K
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15.4KNew |
$649K - $721K
|
15.4K
$697K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.9KNew |
$627K - $697K
|
14.9K
$674K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14.3KNew |
$603K - $670K
|
14.3K
$648K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9KNew |
$587K - $652K
|
13.9K
$630K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
13.3KNew |
$561K - $624K
|
13.3K
$603K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.9K+ 13.34% |
$544K - $605K
|
109K
$4.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$537K - $597K
|
12.7K
$577K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
12.6K+ 18.61% |
$533K - $592K
|
80.4K
$3.65M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.5KNew |
$529K - $588K
|
12.5K
$569K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
12.1KNew |
$511K - $568K
|
12.1K
$549K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.9KNew |
$502K - $558K
|
11.9K
$540K
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
11.8KNew |
$497K - $553K
|
11.8K
$534K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.8KNew |
$497K - $552K
|
11.8K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11.4K+ 14.16% |
$483K - $537K
|
92.2K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$472K - $524K
|
11.2K
$507K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11K+ 11.03% |
$463K - $515K
|
110K
$5.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 2.39% |
$441K - $490K
|
447K
$20.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
9.76K+ 4.76% |
$412K - $458K
|
215K
$9.75M
|