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 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
2.96K+ 38.44% |
$125K - $139K
|
10.6K
$483K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.89K+ 9.9% |
$122K - $136K
|
32.1K
$1.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.8K+ 743.24% |
$118K - $132K
|
3.18K
$144K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.75K+ 6.53% |
$116K - $129K
|
44.8K
$2.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 38.43% |
$111K - $124K
|
9.5K
$431K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.61K+ 0.17% |
$110K - $122K
|
1.58M
$71.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.54K+ 9.14% |
$107K - $119K
|
30.3K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 3.79% |
$104K - $116K
|
67.4K
$3.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.36KNew |
$99.8K - $111K
|
2.36K
$107K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
2.16K+ 4.33% |
$91.3K - $101K
|
52.1K
$2.36M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 0.59% |
$90.4K - $100K
|
367K
$16.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.99K+ 7.89% |
$83.9K - $93.2K
|
27.1K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.89K+ 7.79% |
$79.7K - $88.6K
|
26.1K
$1.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.82K+ 6.54% |
$76.8K - $85.4K
|
29.7K
$1.35M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.8K+ 4.89% |
$76K - $84.4K
|
38.6K
$1.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.78K+ 3.74% |
$75.2K - $83.6K
|
49.4K
$2.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 5.57% |
$75.1K - $83.5K
|
33.7K
$1.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.57K+ 0.89% |
$66.4K - $73.8K
|
178K
$8.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.51K+ 1.47% |
$63.7K - $70.8K
|
104K
$4.71M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.49KNew |
$62.8K - $69.8K
|
1.49K
$67.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.48K+ 5.23% |
$62.4K - $69.4K
|
29.7K
$1.35M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
1.39K+ 3.52% |
$58.6K - $65.2K
|
40.8K
$1.85M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.37K+ 43.07% |
$57.8K - $64.2K
|
4.54K
$206K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.23K+ 6.87% |
$51.7K - $57.5K
|
19K
$864K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.16K+ 4.75% |
$48.9K - $54.3K
|
25.5K
$1.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.14K+ 8.81% |
$48.2K - $53.6K
|
14.1K
$640K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.09K+ 19.33% |
$46K - $51.2K
|
6.73K
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.07KNew |
$45.1K - $50.1K
|
1.07K
$48.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.07K+ 4.34% |
$45.1K - $50.1K
|
25.7K
$1.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.05KNew |
$44.3K - $49.2K
|
1.05K
$47.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.01K+ 16.1% |
$42.7K - $47.5K
|
7.3K
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1KNew |
$42.4K - $47.1K
|
1K
$45.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1K+ 3.49% |
$42.2K - $46.9K
|
29.6K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
991+ 48.39% |
$41.8K - $46.5K
|
3.04K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
947+ 2.43% |
$40K - $44.5K
|
39.9K
$1.81M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
820New |
$34.6K - $38.5K
|
820
$37.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
817+ 0.87% |
$34.5K - $38.3K
|
95.1K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
795New |
$33.6K - $37.3K
|
795
$36.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
785+ 2.16% |
$33.2K - $36.8K
|
37.2K
$1.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
752+ 9.16% |
$31.8K - $35.3K
|
8.96K
$407K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
725+ 8.52% |
$30.6K - $34K
|
9.24K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
713+ 6.27% |
$30.1K - $33.5K
|
12.1K
$549K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
667New |
$28.2K - $31.3K
|
667
$30.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
663New |
$28K - $31.1K
|
663
$30.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
636+ 2.46% |
$26.9K - $29.9K
|
26.5K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
575+ 7.91% |
$24.3K - $27K
|
7.85K
$356K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
572New |
$24.2K - $26.8K
|
572
$26K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
561+ 0.95% |
$23.7K - $26.3K
|
59.6K
$2.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
554+ 1.89% |
$23.4K - $26K
|
29.9K
$1.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
530+ 452.99% |
$22.4K - $24.9K
|
647
$29.4K
|