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 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-5.3K
- 16.74%
$224K - $249K
26.4K $1.2M
Apr 05, 2024 Q4 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-5.54K
- 2.15%
$234K - $260K
252K $11.4M
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-5.92K
Closed
$250K - $278K
0 $0
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-6.51K
Closed
$275K - $306K
0 $0
Feb 11, 2022 Q4 2021
Aveo Capital Partners, LLC

SELL
 -
-7.07K
- 19.71%
$299K - $332K
28.8K $1.31M
Feb 14, 2022 Q4 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-7.09K
- 17.76%
$299K - $333K
32.8K $1.49M
Jan 26, 2022 Q4 2021
Strategic Investment Advisors

Farmington Hills, MI
SELL
 -
-7.74K
- 30.75%
$327K - $363K
17.4K $792K
Feb 09, 2022 Q4 2021
Csm Advisors, LLC

Pittsburgh, PA
SELL
 -
-8K
- 12.93%
$338K - $376K
53.9K $2.45M
Feb 09, 2022 Q4 2021
Nsi Retail Advisors, LLC

Pittsburgh, PA
SELL
 -
-8K
- 13.13%
$338K - $376K
52.9K $2.4M
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-8.14K
- 88.58%
$344K - $382K
1.05K $47.6K
Feb 09, 2022 Q4 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-8.76K
- 36.05%
$370K - $411K
15.5K $705K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-8.92K
- 87.49%
$377K - $419K
1.28K $57.9K
Feb 14, 2022 Q4 2021
Stadion Money Management, LLC

Watkinsville, GA
SELL
 -
-10.6K
- 0.33%
$447K - $497K
3.18M $145M
Feb 08, 2022 Q4 2021
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-10.7K
Closed
$451K - $501K
0 $0
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-10.9K
- 64.88%
$460K - $512K
5.9K $268K
Feb 11, 2022 Q4 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-11K
- 0.81%
$465K - $517K
1.34M $60.9M
Apr 08, 2022 Q4 2021
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-11.8K
- 15.95%
$497K - $553K
62K $2.82M
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-14.3K
- 62.84%
$606K - $673K
8.48K $385K
Feb 14, 2022 Q4 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-14.6K
- 3.92%
$617K - $686K
358K $16.3M
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-16.2K
- 21.27%
$684K - $761K
60K $2.72M
Jan 18, 2022 Q4 2021
Trh Financial, LLC

SELL
 -
-17.7K
- 20.85%
$748K - $831K
67.2K $3.05M
Jan 13, 2022 Q4 2021
Apella Capital, LLC

SELL
 -
-20.4K
- 55.35%
$861K - $957K
16.4K $746K
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-21.7K
- 24.46%
$915K - $1.02M
66.9K $3.04M
Feb 04, 2022 Q4 2021
Envestnet Asset Management Inc

SELL
 -
-23.3K
- 2.15%
$984K - $1.09M
1.06M $48M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-29.8K
- 66.41%
$1.26M - $1.4M
15.1K $684K
Jan 31, 2022 Q4 2021
Annex Advisory Services, LLC

SELL
 -
-30.5K
- 2.08%
$1.29M - $1.43M
1.44M $65.2M
Feb 14, 2022 Q4 2021
Aspire Private Capital, LLC

SELL
 -
-43K
- 26.88%
$1.82M - $2.02M
117K $5.31M
Feb 08, 2022 Q4 2021
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-45.6K
- 43.2%
$1.93M - $2.14M
60K $2.72M
Jan 14, 2022 Q4 2021
Tpg Financial Advisors, LLC

SELL
 -
-51.6K
- 64.57%
$2.18M - $2.42M
28.3K $1.28M
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-53.8K
- 42.72%
$2.27M - $2.53M
72.2K $3.27M
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-55.7K
- 21.95%
$2.35M - $2.62M
198K $8.99M
Feb 15, 2022 Q4 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-56.2K
Closed
$2.37M - $2.64M
0 $0
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-57.5K
Closed
$2.43M - $2.7M
0 $0
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-59K
- 89.96%
$2.49M - $2.77M
6.58K $299K
Feb 08, 2022 Q4 2021
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-73.2K
- 41.69%
$3.09M - $3.44M
102K $4.65M
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-73.2K
Closed
$3.09M - $3.44M
0 $0
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-81.2K
Closed
$3.43M - $3.81M
0 $0
Feb 02, 2022 Q4 2021
O Donnell Financial Services, LLC

SELL
 -
-116K
- 28.0%
$4.88M - $5.43M
297K $13.5M
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-125K
- 3.99%
$5.27M - $5.86M
3M $136M
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-125K
- 47.51%
$5.29M - $5.88M
138K $6.28M
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-139K
- 54.33%
$5.86M - $6.52M
117K $5.3M
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-225K
Closed
$9.52M - $10.6M
0 $0
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-265K
- 33.44%
$11.2M - $12.5M
528K $24M
Feb 14, 2022 Q4 2021
Assetmark, Inc

SELL
 -
-369K
- 24.27%
$15.6M - $17.3M
1.15M $52.2M
Feb 14, 2022 Q4 2021
State Street Corp

Boston, MA
SELL
 -
-428K
- 31.63%
$18.1M - $20.1M
926K $42M
Feb 16, 2022 Q4 2021
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-496K
Closed
$20.9M - $23.3M
0 $0
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-565K
- 71.65%
$23.9M - $26.5M
224K $10.2M

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