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 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.83K+ 6.89% |
$168K - $192K
|
74.9K
$3.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
4.79K+ 12.22% |
$167K - $191K
|
44K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
4.78KNew |
$166K - $191K
|
4.78K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.68K+ 2.37% |
$163K - $186K
|
202K
$9.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.66KNew |
$162K - $186K
|
4.66K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.59KNew |
$160K - $183K
|
4.59K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.19K+ 3.29% |
$146K - $167K
|
132K
$6.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.09KNew |
$142K - $163K
|
4.09K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.06K+ 37.9% |
$141K - $162K
|
14.8K
$699K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.01K+ 30.05% |
$139K - $160K
|
17.3K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.84KNew |
$134K - $153K
|
3.84K
$182K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.83KNew |
$133K - $153K
|
3.83K
$181K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.74K+ 4.2% |
$130K - $149K
|
92.8K
$4.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.73K+ 47.69% |
$130K - $149K
|
11.5K
$546K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.58K+ 9.41% |
$125K - $143K
|
41.6K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.56K+ 13.89% |
$124K - $142K
|
29.2K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
3.53K+ 5.84% |
$123K - $141K
|
64K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.49K+ 0.98% |
$121K - $139K
|
360K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.45K+ 1506.99% |
$120K - $138K
|
3.68K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.14K+ 52.15% |
$109K - $125K
|
9.17K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.13K+ 4.01% |
$109K - $125K
|
81.2K
$3.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.93K+ 5.43% |
$102K - $117K
|
56.8K
$2.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.77K+ 5.99% |
$96.5K - $111K
|
49.1K
$2.32M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$92K - $105K
|
2.65K
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.56KNew |
$89K - $102K
|
2.56K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.4K+ 7.57% |
$83.6K - $95.7K
|
34.1K
$1.61M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.37K+ 53.92% |
$82.6K - $94.6K
|
6.78K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.33K+ 30.38% |
$81.1K - $92.9K
|
10K
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.2K+ 1.54% |
$76.5K - $87.7K
|
145K
$6.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 6.69% |
$76.4K - $87.5K
|
35K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.13K+ 33.26% |
$74K - $84.7K
|
8.52K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.11K+ 12.91% |
$73.3K - $83.9K
|
18.4K
$871K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.05K+ 1025.5% |
$71.4K - $81.7K
|
2.25K
$106K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
1.89KNew |
$65.6K - $75.1K
|
1.89K
$89.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.81K+ 11.98% |
$62.8K - $71.9K
|
16.9K
$798K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.8K+ 1.62% |
$62.6K - $71.7K
|
113K
$5.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.74K+ 1.66% |
$60.6K - $69.5K
|
107K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.67K+ 2.1% |
$58.1K - $66.6K
|
81.3K
$3.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.67K+ 3.42% |
$58.1K - $66.5K
|
50.6K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.6KNew |
$55.7K - $63.8K
|
1.6K
$75.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.55KNew |
$53.9K - $61.8K
|
1.55K
$73.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.46K+ 11.86% |
$50.7K - $58.1K
|
13.8K
$650K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
1.44K+ 2.1% |
$50K - $57.3K
|
69.9K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.43K+ 9.85% |
$49.8K - $57K
|
16K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.41K+ 14.01% |
$49.1K - $56.2K
|
11.5K
$543K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.41K+ 2.68% |
$48.9K - $56K
|
53.9K
$2.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 5.3% |
$47.8K - $54.8K
|
27.3K
$1.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.34% |
$46.1K - $52.8K
|
392K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.26KNew |
$43.8K - $50.2K
|
1.26K
$59.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 10.23% |
$42.2K - $48.3K
|
13.1K
$618K
|