Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.13M+ 140.96% |
$142M - $177M
|
7.06M
$341M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.77MNew |
$95.1M - $119M
|
2.77M
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.43MNew |
$49.2M - $61.4M
|
1.43M
$69.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
973KNew |
$33.4M - $41.7M
|
973K
$47M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
966K+ 577.2% |
$33.1M - $41.4M
|
1.13M
$54.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
895K+ 33.54% |
$30.7M - $38.3M
|
3.56M
$172M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
791K+ 45.64% |
$27.1M - $33.9M
|
2.52M
$122M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
718K+ 54.22% |
$24.6M - $30.8M
|
2.04M
$98.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
718K+ 74.22% |
$24.6M - $30.7M
|
1.68M
$81.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
701KNew |
$24M - $30M
|
701K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
645K+ 99.1% |
$22.1M - $27.6M
|
1.3M
$62.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
558KNew |
$19.2M - $23.9M
|
558K
$27M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
557KNew |
$19.1M - $23.9M
|
557K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
479K+ 2.33% |
$16.4M - $20.5M
|
21.1M
$1.02B
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463K+ 31.79% |
$15.9M - $19.8M
|
1.92M
$92.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
452K+ 34.91% |
$15.5M - $19.4M
|
1.75M
$84.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
434KNew |
$14.9M - $18.6M
|
434K
$21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
402K+ 142.25% |
$13.8M - $17.2M
|
685K
$33.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
370KNew |
$12.7M - $15.8M
|
370K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
366K+ 81.39% |
$12.6M - $15.7M
|
816K
$39.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
365KNew |
$12.5M - $15.6M
|
365K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
349K+ 42.23% |
$12M - $15M
|
1.18M
$56.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
345K+ 107.79% |
$11.8M - $14.8M
|
665K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
338K+ 38.06% |
$11.6M - $14.5M
|
1.23M
$59.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
260K+ 31.07% |
$8.92M - $11.1M
|
1.1M
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
241K+ 1.48% |
$8.25M - $10.3M
|
16.5M
$797M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
236K+ 29.31% |
$8.1M - $10.1M
|
1.04M
$50.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
235KNew |
$8.06M - $10.1M
|
235K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
221K+ 4577.69% |
$7.56M - $9.45M
|
225K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
193KNew |
$6.61M - $8.25M
|
193K
$9.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
181K+ 48.16% |
$6.22M - $7.76M
|
558K
$27M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
171K+ 100.8% |
$5.88M - $7.34M
|
341K
$16.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
163K+ 16.4% |
$5.58M - $6.96M
|
1.15M
$55.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
160KNew |
$5.48M - $6.84M
|
160K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
157KNew |
$5.38M - $6.72M
|
157K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148K+ 330.55% |
$5.08M - $6.34M
|
193K
$9.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
147K+ 171008.14% |
$5.04M - $6.3M
|
147K
$7.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144K+ 50.1% |
$4.95M - $6.19M
|
433K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
134K+ 20.43% |
$4.6M - $5.74M
|
790K
$38.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
133KNew |
$4.56M - $5.69M
|
133K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
117KNew |
$4.02M - $5.02M
|
117K
$5.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 29.67% |
$4.01M - $5.01M
|
511K
$24.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
115K+ 33.17% |
$3.93M - $4.91M
|
460K
$22.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
106KNew |
$3.63M - $4.54M
|
106K
$5.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 3.25% |
$3.63M - $4.53M
|
3.37M
$163M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
104K+ 601.23% |
$3.56M - $4.45M
|
121K
$5.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103K+ 60.82% |
$3.53M - $4.41M
|
272K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
99.9KNew |
$3.43M - $4.28M
|
99.9K
$4.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
97.5K+ 70.14% |
$3.34M - $4.17M
|
236K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
92.5KNew |
$3.17M - $3.96M
|
92.5K
$4.47M
|