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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
10.9K+ 5.87% |
$381K - $436K
|
197K
$9.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$371K - $425K
|
10.7K
$504K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3K+ 17.1% |
$359K - $412K
|
70.7K
$3.35M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.2K+ 54.75% |
$353K - $405K
|
28.7K
$1.36M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9.86K+ 1.1% |
$343K - $393K
|
908K
$42.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.77KNew |
$340K - $389K
|
9.77K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.73K+ 19.29% |
$338K - $388K
|
60.2K
$2.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.51K+ 6.57% |
$331K - $379K
|
154K
$7.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.44K+ 8.9% |
$329K - $376K
|
116K
$5.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
9.3KNew |
$324K - $371K
|
9.3K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.14KNew |
$318K - $364K
|
9.14K
$432K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.47K+ 69.43% |
$294K - $337K
|
20.7K
$977K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.12K+ 4.89% |
$283K - $324K
|
174K
$8.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.11KNew |
$282K - $323K
|
8.11K
$384K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.95K+ 2.76% |
$277K - $317K
|
296K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.88KNew |
$274K - $314K
|
7.88K
$373K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
7.84KNew |
$273K - $313K
|
7.84K
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.74K+ 38.09% |
$269K - $308K
|
28.1K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.66K+ 21.01% |
$267K - $305K
|
44.1K
$2.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.46K+ 7.57% |
$260K - $297K
|
106K
$5.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.41K+ 18.78% |
$258K - $295K
|
46.8K
$2.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.28KNew |
$253K - $290K
|
7.28K
$344K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.21KNew |
$251K - $287K
|
7.21K
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
7.02K+ 3.59% |
$244K - $280K
|
202K
$9.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
6.93K+ 13.96% |
$241K - $276K
|
56.5K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.88K+ 15.17% |
$239K - $274K
|
52.2K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
6.73KNew |
$234K - $268K
|
6.73K
$318K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$231K - $264K
|
6.64K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.6KNew |
$230K - $263K
|
6.6K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.59KNew |
$229K - $262K
|
6.59K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.41KNew |
$223K - $256K
|
6.41K
$303K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.39K+ 35.05% |
$222K - $254K
|
24.6K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.37KNew |
$222K - $254K
|
6.37K
$301K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.28K+ 16.89% |
$218K - $250K
|
43.4K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.23KNew |
$217K - $248K
|
6.23K
$294K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.19K+ 3.18% |
$215K - $247K
|
201K
$9.49M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.13KNew |
$213K - $244K
|
6.13K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.04K+ 2.33% |
$210K - $241K
|
265K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6.03KNew |
$210K - $240K
|
6.03K
$285K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.93KNew |
$206K - $236K
|
5.93K
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
5.92K+ 4.54% |
$206K - $236K
|
136K
$6.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.9KNew |
$205K - $235K
|
5.9K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.84K+ 2.35% |
$203K - $233K
|
254K
$12M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.67K+ 6.62% |
$197K - $226K
|
91.4K
$4.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.63KNew |
$196K - $224K
|
5.63K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.61KNew |
$195K - $224K
|
5.61K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.48KNew |
$191K - $218K
|
5.48K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.43KNew |
$189K - $216K
|
5.43K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
5.08K+ 9.28% |
$177K - $202K
|
59.8K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5KNew |
$174K - $199K
|
5K
$236K
|