Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.3K+ 26.96% |
$1.4M - $1.6M
|
190K
$8.97M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
39.3K+ 298.64% |
$1.37M - $1.56M
|
52.4K
$2.48M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.1K+ 13.12% |
$1.18M - $1.36M
|
294K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.9K+ 6.69% |
$1.18M - $1.35M
|
540K
$25.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 8.46% |
$1.16M - $1.33M
|
429K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33KNew |
$1.15M - $1.32M
|
33K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32.7K+ 20.14% |
$1.14M - $1.3M
|
195K
$9.22M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
31.1KNew |
$1.08M - $1.24M
|
31.1K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
26KNew |
$905K - $1.04M
|
26K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24.9K+ 3.33% |
$867K - $993K
|
774K
$36.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7K+ 188.59% |
$861K - $986K
|
37.9K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
24KNew |
$833K - $954K
|
24K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
23.3K+ 226.11% |
$809K - $927K
|
33.6K
$1.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 11.14% |
$805K - $922K
|
231K
$10.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.2KNew |
$773K - $885K
|
22.2K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
22.2K+ 21.02% |
$771K - $884K
|
128K
$6.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
22.1KNew |
$768K - $880K
|
22.1K
$1.04M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
22.1K+ 3.23% |
$768K - $880K
|
706K
$33.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
20.7K+ 2.46% |
$719K - $823K
|
862K
$40.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
20KNew |
$696K - $797K
|
20K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 90.58% |
$690K - $790K
|
41.7K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
19.4K+ 17.33% |
$675K - $774K
|
131K
$6.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 14.08% |
$649K - $743K
|
151K
$7.15M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
18.3KNew |
$636K - $728K
|
18.3K
$864K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
18.3KNew |
$635K - $728K
|
18.3K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.2K+ 118.95% |
$633K - $725K
|
33.5K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.7K+ 11.19% |
$580K - $664K
|
166K
$7.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16.4K+ 4.39% |
$570K - $653K
|
390K
$18.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.8K+ 24.95% |
$551K - $632K
|
79.4K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15.8K+ 643.72% |
$550K - $630K
|
18.3K
$863K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
15.2KNew |
$530K - $607K
|
15.2K
$720K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.1K+ 14.61% |
$524K - $600K
|
118K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
15KNew |
$523K - $600K
|
15K
$711K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 2.45% |
$483K - $553K
|
580K
$27.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
13.4K+ 48.29% |
$467K - $535K
|
41.2K
$1.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13.1K+ 49.44% |
$454K - $520K
|
39.5K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.6K+ 2.75% |
$440K - $504K
|
472K
$22.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6K+ 51.47% |
$437K - $500K
|
37K
$1.75M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.5KNew |
$435K - $498K
|
12.5K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.4KNew |
$433K - $495K
|
12.4K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$425K - $487K
|
12.2K
$578K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
12.2KNew |
$423K - $485K
|
12.2K
$575K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$423K - $484K
|
12.2K
$575K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$419K - $481K
|
12.1K
$570K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12KNew |
$419K - $480K
|
12K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11.7K+ 79.78% |
$408K - $467K
|
26.4K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.3K+ 7.14% |
$393K - $450K
|
170K
$8.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.3K+ 9.05% |
$392K - $449K
|
136K
$6.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.3K+ 32.22% |
$392K - $448K
|
46.2K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11K+ 36.67% |
$383K - $438K
|
41K
$1.94M
|