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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
9.62KNew |
$406K - $451K
|
9.62K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.48K+ 5.52% |
$400K - $445K
|
181K
$8.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
9.38KNew |
$396K - $440K
|
9.38K
$426K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.79K+ 8.02% |
$371K - $413K
|
118K
$5.38M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.78KNew |
$371K - $412K
|
8.78K
$399K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.72K+ 69.34% |
$368K - $410K
|
21.3K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.59K+ 13.16% |
$363K - $403K
|
73.8K
$3.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
8.58K+ 5.22% |
$362K - $403K
|
173K
$7.85M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.49K+ 45.19% |
$359K - $399K
|
27.3K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.17K+ 151.65% |
$345K - $383K
|
13.6K
$615K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.07KNew |
$341K - $379K
|
8.07K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 39.19% |
$337K - $375K
|
28.4K
$1.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.32KNew |
$309K - $344K
|
7.32K
$332K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.31K+ 1.05% |
$266K - $296K
|
607K
$27.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.12K+ 35.03% |
$258K - $287K
|
23.6K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
6.03KNew |
$254K - $283K
|
6.03K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.99KNew |
$253K - $281K
|
5.99K
$272K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5.91KNew |
$249K - $277K
|
5.91K
$268K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.9KNew |
$249K - $277K
|
5.9K
$268K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
5.88KNew |
$248K - $276K
|
5.88K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.85KNew |
$247K - $274K
|
5.85K
$265K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.62K+ 2.94% |
$237K - $264K
|
197K
$8.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
5.62K+ 6.07% |
$237K - $264K
|
98.2K
$4.46M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
5.58K+ 11.69% |
$236K - $262K
|
53.4K
$2.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.52K+ 107.79% |
$233K - $259K
|
10.6K
$483K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
5.5K+ 433.25% |
$232K - $258K
|
6.77K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.46KNew |
$231K - $256K
|
5.46K
$248K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
5.39K+ 31.54% |
$228K - $253K
|
22.5K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.13KNew |
$217K - $241K
|
5.13K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.11K+ 0.68% |
$216K - $240K
|
758K
$34.4M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.05KNew |
$213K - $237K
|
5.05K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.03KNew |
$212K - $236K
|
5.03K
$228K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.97K+ 1.15% |
$210K - $233K
|
437K
$19.8M
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
BUY
|
- |
4.91KNew |
$207K - $230K
|
4.91K
$223K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.88KNew |
$206K - $229K
|
4.88K
$221K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.76KNew |
$201K - $224K
|
4.76K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
4.7K+ 6.76% |
$198K - $220K
|
74.2K
$3.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.69K+ 76.24% |
$198K - $220K
|
10.8K
$492K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.65KNew |
$196K - $218K
|
4.65K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.56K+ 4.22% |
$192K - $214K
|
112K
$5.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.52KNew |
$191K - $212K
|
4.52K
$205K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.38K+ 77.37% |
$185K - $206K
|
10.1K
$456K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.17K+ 6.5% |
$176K - $196K
|
68.4K
$3.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.23K+ 0.78% |
$136K - $151K
|
415K
$18.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
3.2K+ 13.37% |
$135K - $150K
|
27.1K
$1.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.19KNew |
$135K - $150K
|
3.19K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.14K+ 9.22% |
$133K - $147K
|
37.2K
$1.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.07K+ 26.05% |
$129K - $144K
|
14.8K
$673K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.99K+ 17.33% |
$126K - $140K
|
20.2K
$917K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.97KNew |
$126K - $140K
|
2.97K
$135K
|