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 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 2.25% |
$6.96K - $7.97K
|
8.71K
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-200- 0.96% |
$6.96K - $7.97K
|
20.6K
$976K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-205- 4.98% |
$7.13K - $8.17K
|
3.91K
$185K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-206- 3.76% |
$7.17K - $8.21K
|
5.28K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-208- 0.83% |
$7.24K - $8.29K
|
24.8K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-208- 0.91% |
$7.24K - $8.29K
|
22.6K
$1.07M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 75.26% |
$7.51K - $8.61K
|
71
$3.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-221- 21.65% |
$7.69K - $8.81K
|
800
$37.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-226- 2.47% |
$7.86K - $9.01K
|
8.92K
$422K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-226- 1.59% |
$7.86K - $9.01K
|
14K
$662K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-252- 2.23% |
$8.77K - $10K
|
11K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-280- 4.83% |
$9.74K - $11.2K
|
5.52K
$261K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-294- 99.66% |
$10.2K - $11.7K
|
1
$47.3
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-302- 4.92% |
$10.5K - $12K
|
5.84K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 8.83% |
$13.9K - $15.9K
|
4.13K
$195K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-448- 3.02% |
$15.6K - $17.9K
|
14.4K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-456- 2.76% |
$15.9K - $18.2K
|
16.1K
$761K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-459- 3.39% |
$16K - $18.3K
|
13.1K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-474- 0.42% |
$16.5K - $18.9K
|
111K
$5.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-475- 7.09% |
$16.5K - $18.9K
|
6.22K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-475- 0.63% |
$16.5K - $18.9K
|
74.6K
$3.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-540- 82.07% |
$18.8K - $21.5K
|
118
$5.58K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-559- 1.74% |
$19.4K - $22.3K
|
31.6K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-562- 1.46% |
$19.6K - $22.4K
|
38K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-582- 1.47% |
$20.2K - $23.2K
|
39K
$1.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-592- 78.0% |
$20.6K - $23.6K
|
167
$7.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-593- 6.61% |
$20.6K - $23.6K
|
8.37K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-595- 1.34% |
$20.7K - $23.7K
|
44K
$2.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-632- 0.81% |
$22K - $25.2K
|
77K
$3.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-689- 3.46% |
$24K - $27.5K
|
19.2K
$910K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-711- 5.28% |
$24.7K - $28.3K
|
12.8K
$603K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-735- 5.2% |
$25.6K - $29.3K
|
13.4K
$634K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-783- 6.47% |
$27.2K - $31.2K
|
11.3K
$535K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-789- 0.29% |
$27.4K - $31.4K
|
271K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-794- 2.27% |
$27.6K - $31.6K
|
34.2K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-845- 0.85% |
$29.4K - $33.7K
|
98.2K
$4.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-904- 11.71% |
$31.5K - $36K
|
6.82K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-924- 3.82% |
$32.1K - $36.8K
|
23.2K
$1.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-960- 72.29% |
$33.4K - $38.3K
|
368
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-976- 1.24% |
$34K - $38.9K
|
77.9K
$3.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.02K- 0.79% |
$35.4K - $40.6K
|
127K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 8.4% |
$38.6K - $44.2K
|
12.1K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.14K- 2.27% |
$39.8K - $45.5K
|
49.1K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 28.56% |
$40.1K - $46K
|
2.89K
$137K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.23K- 4.29% |
$42.6K - $48.8K
|
27.3K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.23K- 4.54% |
$42.6K - $48.8K
|
25.8K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.25K- 5.41% |
$43.6K - $49.9K
|
21.9K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.28K- 7.1% |
$44.6K - $51.1K
|
16.8K
$793K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.56K- 2.63% |
$54.3K - $62.2K
|
57.7K
$2.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.62K- 0.25% |
$56.3K - $64.5K
|
648K
$30.7M
|