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 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.16K+ 5.36% |
$40.5K - $46.4K
|
22.9K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.13K+ 4.93% |
$39.2K - $44.9K
|
24K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.1KNew |
$38.4K - $44K
|
1.1K
$52.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 7.76% |
$35.8K - $41K
|
14.3K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 11.05% |
$35.4K - $40.6K
|
10.2K
$484K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
986+ 2.47% |
$34.3K - $39.3K
|
40.9K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
983+ 4.97% |
$34.2K - $39.2K
|
20.8K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
978+ 11.25% |
$34K - $39K
|
9.67K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
969+ 0.67% |
$33.7K - $38.6K
|
146K
$6.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
940+ 8.47% |
$32.7K - $37.5K
|
12K
$569K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
895+ 0.98% |
$31.1K - $35.7K
|
92.4K
$4.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
755+ 2.75% |
$26.3K - $30.1K
|
28.2K
$1.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
752+ 6.15% |
$26.2K - $30K
|
13K
$614K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
706+ 420.24% |
$24.6K - $28.1K
|
874
$41.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
704+ 2.61% |
$24.5K - $28.1K
|
27.7K
$1.31M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
701+ 3.3% |
$24.4K - $27.9K
|
22K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
673+ 7.37% |
$23.4K - $26.8K
|
9.81K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
657+ 1.22% |
$22.9K - $26.2K
|
54.5K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
657+ 1.84% |
$22.9K - $26.2K
|
36.3K
$1.72M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
657+ 1.29% |
$22.9K - $26.2K
|
51.8K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
653+ 2.82% |
$22.7K - $26K
|
23.8K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
600+ 7.87% |
$20.9K - $23.9K
|
8.23K
$389K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
548+ 4.85% |
$19.1K - $21.8K
|
11.8K
$560K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
505+ 1.07% |
$17.6K - $20.1K
|
47.6K
$2.25M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
469+ 2.32% |
$16.3K - $18.7K
|
20.7K
$979K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
465+ 7.11% |
$16.2K - $18.5K
|
7.01K
$331K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
391+ 5.65% |
$13.6K - $15.6K
|
7.31K
$346K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
389+ 1.16% |
$13.5K - $15.5K
|
34K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
373New |
$13K - $14.9K
|
373
$17.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
371+ 0.1% |
$12.9K - $14.8K
|
384K
$18.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
350+ 11.0% |
$12.2K - $13.9K
|
3.53K
$167K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
344New |
$12K - $13.7K
|
344
$16.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
335New |
$11.7K - $13.3K
|
335
$15.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
333+ 3.55% |
$11.6K - $13.3K
|
9.71K
$459K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
315New |
$11K - $12.6K
|
315
$14.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
311+ 0.36% |
$10.8K - $12.4K
|
86K
$4.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
303New |
$10.5K - $12.1K
|
303
$14.3K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
267New |
$9.29K - $10.6K
|
267
$12.6K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
265+ 2.19% |
$9.22K - $10.6K
|
12.4K
$585K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
252+ 13.94% |
$8.77K - $10K
|
2.06K
$97.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
232+ 0.88% |
$8.07K - $9.25K
|
26.5K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
199New |
$6.92K - $7.93K
|
199
$9.41K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
143+ 0.87% |
$4.97K - $5.7K
|
16.5K
$781K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
141+ 117.5% |
$4.91K - $5.62K
|
261
$12.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
139+ 126.36% |
$4.84K - $5.54K
|
249
$11.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
131+ 1.58% |
$4.56K - $5.22K
|
8.41K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
109New |
$3.79K - $4.34K
|
109
$5.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
104+ 1.29% |
$3.62K - $4.14K
|
8.17K
$386K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
95+ 158.33% |
$3.31K - $3.79K
|
155
$7.33K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
90+ 0.69% |
$3.13K - $3.59K
|
13K
$617K
|