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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
504+ 19.19% |
$21.3K - $23.7K
|
3.13K
$142K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
493+ 45.48% |
$20.8K - $23.1K
|
1.58K
$71.6K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
480New |
$20.3K - $22.5K
|
480
$21.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
461+ 6.5% |
$19.5K - $21.6K
|
7.56K
$343K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
404+ 0.46% |
$17.1K - $19K
|
88.6K
$4.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
386+ 0.49% |
$16.3K - $18.1K
|
79.5K
$3.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
379New |
$16K - $17.8K
|
379
$17.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
368+ 0.14% |
$15.5K - $17.3K
|
268K
$12.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
366New |
$15.5K - $17.2K
|
366
$16.6K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
363+ 1.89% |
$15.3K - $17K
|
19.6K
$890K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
353+ 11.95% |
$14.9K - $16.6K
|
3.31K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
322+ 4.23% |
$13.6K - $15.1K
|
7.94K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
318+ 2.32% |
$13.4K - $14.9K
|
14K
$636K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
315+ 3.15% |
$13.3K - $14.8K
|
10.3K
$468K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
277+ 61.69% |
$11.7K - $13K
|
726
$33K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
275New |
$11.6K - $12.9K
|
275
$12.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
239New |
$10.1K - $11.2K
|
239
$10.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
213New |
$8.99K - $10K
|
213
$9.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
209+ 3.86% |
$8.83K - $9.81K
|
5.62K
$255K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
202+ 13.73% |
$8.53K - $9.48K
|
1.67K
$75.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
193New |
$8.15K - $9.06K
|
193
$8.76K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
143New |
$6.04K - $6.71K
|
143
$6.49K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
142+ 25.63% |
$6K - $6.67K
|
696
$31.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
130+ 2.95% |
$5.49K - $6.1K
|
4.54K
$206K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
117+ 4.36% |
$4.94K - $5.49K
|
2.8K
$127K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
115+ 1.07% |
$4.86K - $5.4K
|
10.8K
$492K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
110+ 0.59% |
$4.65K - $5.16K
|
18.8K
$855K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 2.09% |
$4.39K - $4.88K
|
5.08K
$231K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
100+ 100.0% |
$4.22K - $4.69K
|
200
$9.08K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
94New |
$3.97K - $4.41K
|
94
$4.27K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
91+ 0.61% |
$3.84K - $4.27K
|
14.9K
$677K
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
90+ 0.32% |
$3.8K - $4.22K
|
28.4K
$1.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
80+ 0.07% |
$3.38K - $3.76K
|
108K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
72New |
$3.04K - $3.38K
|
72
$3.27K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
65+ 0.62% |
$2.74K - $3.05K
|
10.5K
$478K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
61+ 0.51% |
$2.58K - $2.86K
|
12.1K
$549K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
60+ 0.13% |
$2.53K - $2.82K
|
46K
$2.09M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
41+ 124.24% |
$1.73K - $1.92K
|
74
$3.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.07% |
$1.14K - $1.27K
|
40.8K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26+ 0.92% |
$1.1K - $1.22K
|
2.86K
$130K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$802 - $892
|
19
$862
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16New |
$676 - $751
|
16
$726
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
14+ 8.7% |
$591 - $657
|
175
$7.94K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.28% |
$507 - $563
|
4.24K
$192K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.29% |
$507 - $563
|
4.2K
$191K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 5.45% |
$380 - $422
|
174
$7.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$296 - $329
|
9.6K
$436K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.07% |
$253 - $282
|
9K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.1% |
$211 - $235
|
5.2K
$236K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.63% |
$127 - $141
|
476
$21.6K
|