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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.04% |
$84.5 - $93.9
|
4.82K
$219K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.62% |
$42.2 - $46.9
|
163
$7.4K
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$42.2 - $46.9
|
10.1K
$460K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6Closed |
$253 - $282
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7Closed |
$296 - $329
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$296 - $329
|
7.71K
$350K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11- 2.24% |
$465 - $516
|
481
$21.8K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-19- 0.99% |
$802 - $892
|
1.9K
$86K
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-25- 9.73% |
$1.06K - $1.17K
|
232
$10.5K
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-27- 0.16% |
$1.14K - $1.27K
|
17.4K
$789K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-30- 44.78% |
$1.27K - $1.41K
|
37
$1.68K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-31- 22.14% |
$1.31K - $1.46K
|
109
$4.95K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 0.23% |
$1.39K - $1.55K
|
14.2K
$644K
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-50- 1.03% |
$2.11K - $2.35K
|
4.82K
$219K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-54- 13.67% |
$2.28K - $2.53K
|
341
$15.5K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-57Closed |
$2.41K - $2.68K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-58Closed |
$2.45K - $2.72K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69- 0.1% |
$2.91K - $3.24K
|
66.6K
$3.02M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-81- 1.06% |
$3.42K - $3.8K
|
7.59K
$345K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-88- 0.81% |
$3.72K - $4.13K
|
10.8K
$489K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-92- 0.12% |
$3.89K - $4.32K
|
77.4K
$3.51M
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-100- 20.0% |
$4.22K - $4.69K
|
400
$18.2K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-102Closed |
$4.31K - $4.79K
|
0
$0
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-112- 1.66% |
$4.73K - $5.26K
|
6.63K
$301K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 4.87% |
$5.19K - $5.77K
|
2.4K
$109K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-126Closed |
$5.32K - $5.91K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-145- 0.56% |
$6.12K - $6.81K
|
25.8K
$1.17M
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-146Closed |
$6.17K - $6.85K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-183- 1.5% |
$7.73K - $8.59K
|
12K
$545K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-184- 7.71% |
$7.77K - $8.64K
|
2.2K
$99.9K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-209- 3.22% |
$8.83K - $9.81K
|
6.27K
$285K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-234Closed |
$9.88K - $11K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-258Closed |
$10.9K - $12.1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-274- 3.55% |
$11.6K - $12.9K
|
7.45K
$338K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-281- 10.47% |
$11.9K - $13.2K
|
2.4K
$109K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-306- 5.1% |
$12.9K - $14.4K
|
5.69K
$258K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-316- 40.67% |
$13.3K - $14.8K
|
461
$20.9K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-321- 85.83% |
$13.6K - $15.1K
|
53
$2.41K
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-322- 3.18% |
$13.6K - $15.1K
|
9.8K
$445K
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-357- 5.39% |
$15.1K - $16.8K
|
6.27K
$284K
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-384- 0.1% |
$16.2K - $18K
|
379K
$17.2M
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-400- 7.0% |
$16.9K - $18.8K
|
5.32K
$241K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-408- 0.62% |
$17.2K - $19.2K
|
65.1K
$2.96M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-435Closed |
$18.4K - $20.4K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-441- 26.31% |
$18.6K - $20.7K
|
1.24K
$56.1K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-442- 2.67% |
$18.7K - $20.7K
|
16.1K
$732K
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-454- 8.44% |
$19.2K - $21.3K
|
4.92K
$224K
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-505- 5.89% |
$21.3K - $23.7K
|
8.07K
$366K
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-536- 2.23% |
$22.6K - $25.2K
|
23.5K
$1.07M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-539- 4.01% |
$22.8K - $25.3K
|
12.9K
$586K
|