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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 0.74% |
$172 - $214
|
672
$31.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5- 0.04% |
$172 - $214
|
11.1K
$524K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 10.99% |
$343 - $428
|
81
$3.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16- 5.0% |
$549 - $685
|
304
$14.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-19- 0.34% |
$652 - $814
|
5.53K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-21- 1.26% |
$720 - $899
|
1.65K
$77.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-23- 0.26% |
$789 - $985
|
8.96K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.3% |
$857 - $1.07K
|
8.24K
$388K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-36- 0.1% |
$1.23K - $1.54K
|
34.4K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 43.96% |
$1.37K - $1.71K
|
51
$2.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-44- 0.11% |
$1.51K - $1.88K
|
40.5K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-57- 0.49% |
$1.96K - $2.44K
|
11.5K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-59- 1.3% |
$2.02K - $2.53K
|
4.47K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-62- 1.13% |
$2.13K - $2.66K
|
5.42K
$255K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 25.6% |
$2.2K - $2.74K
|
186
$8.76K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 16.1% |
$2.26K - $2.83K
|
344
$16.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-79- 0.63% |
$2.71K - $3.38K
|
12.5K
$587K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-81- 1.07% |
$2.78K - $3.47K
|
7.51K
$353K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 75.19% |
$3.43K - $4.28K
|
33
$1.55K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-103- 1.56% |
$3.53K - $4.41K
|
6.52K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-104- 0.56% |
$3.57K - $4.45K
|
18.4K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-104- 16.07% |
$3.57K - $4.45K
|
543
$25.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 1.76% |
$3.84K - $4.8K
|
6.26K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-116- 17.39% |
$3.98K - $4.97K
|
551
$25.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-116- 1.35% |
$3.98K - $4.97K
|
8.46K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-119- 40.34% |
$4.08K - $5.1K
|
176
$8.28K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-122- 0.28% |
$4.18K - $5.23K
|
43.2K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-134- 0.22% |
$4.6K - $5.74K
|
60.9K
$2.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-135- 1.53% |
$4.63K - $5.78K
|
8.66K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-141- 1.21% |
$4.84K - $6.04K
|
11.5K
$544K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-169- 0.15% |
$5.8K - $7.24K
|
112K
$5.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-173- 3.04% |
$5.93K - $7.41K
|
5.52K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-181- 2.29% |
$6.21K - $7.75K
|
7.71K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-186- 0.84% |
$6.38K - $7.97K
|
21.9K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-186- 1.37% |
$6.38K - $7.97K
|
13.4K
$629K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-189- 1.89% |
$6.48K - $8.09K
|
9.79K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-193- 19.53% |
$6.62K - $8.27K
|
795
$37.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-198- 46.15% |
$6.79K - $8.48K
|
231
$10.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-208- 1.4% |
$7.13K - $8.91K
|
14.7K
$692K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-213- 1.88% |
$7.31K - $9.12K
|
11.1K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-219- 0.91% |
$7.51K - $9.38K
|
23.9K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-231- 0.64% |
$7.92K - $9.89K
|
36.1K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-241- 0.96% |
$8.27K - $10.3K
|
24.9K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-250- 3.09% |
$8.58K - $10.7K
|
7.85K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-259- 27.67% |
$8.88K - $11.1K
|
677
$31.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-262- 0.5% |
$8.99K - $11.2K
|
51.8K
$2.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-265- 2.22% |
$9.09K - $11.3K
|
11.7K
$550K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-268- 3.86% |
$9.19K - $11.5K
|
6.68K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-292- 2.29% |
$10K - $12.5K
|
12.4K
$585K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-305- 43.57% |
$10.5K - $13.1K
|
395
$18.6K
|