Purchases and Sales Made in Q4 2021 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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
Iag Wealth Partners, LLC

SELL
 -
-564
- 0.78%
$23.8K - $26.5K
71.7K $3.25M
Feb 10, 2022 Q4 2021
Curran Financial Partners, LLC

SELL
 -
-568
- 8.86%
$24K - $26.7K
5.85K $265K
Jan 19, 2022 Q4 2021
Brio Consultants, LLC

SELL
 -
-613
- 2.4%
$25.9K - $28.8K
24.9K $1.13M
Feb 10, 2022 Q4 2021
Tsfg, LLC

SELL
 -
-649
- 8.6%
$27.4K - $30.5K
6.9K $313K
Jan 21, 2022 Q4 2021
Outlook Wealth Advisors, LLC

SELL
 -
-706
- 1.62%
$29.8K - $33.1K
43K $1.95M
Jan 12, 2022 Q4 2021
Moneywise, Inc.

SELL
 -
-752
- 2.9%
$31.8K - $35.3K
25.2K $1.14M
Jan 12, 2022 Q4 2021
Kohmann Bosshard Financial Services, LLC

SELL
 -
-760
- 0.7%
$32.1K - $35.7K
107K $4.87M
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-767
Closed
$32.4K - $36K
0 $0
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-793
Closed
$33.5K - $37.2K
0 $0
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-805
- 30.64%
$34K - $37.8K
1.82K $82.7K
Feb 10, 2022 Q4 2021
Towercrest Capital Management

Newtown, PA
SELL
 -
-902
- 1.53%
$38.1K - $42.3K
58K $2.63M
Jan 19, 2022 Q4 2021
Gilbert & Cook, Inc.

SELL
 -
-963
- 7.21%
$40.7K - $45.2K
12.4K $562K
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-972
- 3.58%
$41K - $45.6K
26.2K $1.19M
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-974
- 10.22%
$41.1K - $45.7K
8.56K $388K
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.1K
- 14.6%
$46.5K - $51.7K
6.45K $293K
Jan 31, 2022 Q4 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-1.17K
- 6.68%
$49.4K - $54.9K
16.3K $741K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-1.17K
- 4.32%
$49.4K - $54.9K
25.9K $1.18M
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-1.17K
- 4.32%
$49.4K - $54.9K
25.9K $1.18M
Jan 14, 2022 Q4 2021
Stratos Wealth Advisors, LLC

SELL
 -
-1.21K
- 8.9%
$51.1K - $56.8K
12.4K $562K
Jan 31, 2022 Q4 2021
Acorn Financial Advisory Services Inc

SELL
 -
-1.21K
- 8.48%
$51.3K - $57K
13.1K $595K
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-1.22K
- 0.63%
$51.4K - $57.1K
191K $8.68M
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.24K
- 12.07%
$52.5K - $58.4K
9.06K $411K
Feb 14, 2022 Q4 2021
Orin Green Financial, LLC

SELL
 -
-1.33K
- 6.08%
$56K - $62.3K
20.5K $930K
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-1.35K
- 19.96%
$57.1K - $63.4K
5.42K $246K
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.4K
- 5.57%
$59K - $65.6K
23.7K $1.08M
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-1.49K
Closed
$62.8K - $69.8K
0 $0
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-1.5K
Closed
$63.3K - $70.4K
0 $0
Feb 11, 2022 Q4 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-1.55K
- 4.44%
$65.6K - $72.9K
33.4K $1.52M
Jan 19, 2022 Q4 2021
Financial Management Network Inc

SELL
 -
-1.67K
- 7.3%
$70.7K - $78.6K
21.3K $965K
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-1.82K
- 4.04%
$77K - $85.6K
43.2K $1.96M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.88K
- 31.58%
$79.3K - $88.1K
4.07K $185K
Feb 01, 2022 Q4 2021
Cahaba Wealth Management, Inc.

SELL
 -
-2.21K
- 1.75%
$93.2K - $104K
124K $5.62M
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-2.43K
- 3.93%
$103K - $114K
59.4K $2.7M
Feb 10, 2022 Q4 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-2.64K
- 64.93%
$112K - $124K
1.43K $64.8K
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-2.76K
- 28.85%
$117K - $130K
6.81K $309K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-2.83K
- 4.48%
$119K - $133K
60.3K $2.74M
Feb 02, 2022 Q4 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-3.02K
Closed
$127K - $142K
0 $0
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.02K
- 13.26%
$128K - $142K
19.8K $897K
Feb 10, 2022 Q4 2021
Financial Counselors Inc

SELL
 -
-3.44K
- 27.64%
$145K - $161K
9K $409K
Feb 10, 2022 Q4 2021
Csenge Advisory Group

SELL
 -
-3.45K
- 16.33%
$146K - $162K
17.7K $802K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-3.54K
- 2.52%
$149K - $166K
137K $6.2M
Feb 03, 2022 Q4 2021
Jnba Financial Advisors

SELL
 -
-3.65K
- 2.87%
$154K - $171K
124K $5.61M
Feb 14, 2022 Q4 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-3.95K
- 7.77%
$167K - $185K
46.8K $2.13M
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

SELL
 -
-4.15K
- 18.64%
$175K - $195K
18.1K $822K
Jan 18, 2022 Q4 2021
Private Wealth Group, LLC

SELL
 -
-4.4K
- 3.68%
$186K - $207K
115K $5.23M
Jan 12, 2022 Q4 2021
Center For Asset Management LLC

SELL
 -
-4.46K
- 37.98%
$188K - $209K
7.28K $330K
Feb 11, 2022 Q4 2021
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-4.46K
- 0.98%
$188K - $209K
451K $20.5M
Jan 18, 2022 Q4 2021
Ballast, Inc.

SELL
 -
-4.83K
Closed
$204K - $227K
0 $0
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-5K
- 22.61%
$211K - $235K
17.1K $777K

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