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 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-17.2K- 42.8% |
$589K - $736K
|
23K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-19K- 88.84% |
$651K - $812K
|
2.38K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-20.6K- 54.85% |
$706K - $881K
|
16.9K
$821K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-22.4K- 28.54% |
$769K - $960K
|
56.1K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.8K- 5.11% |
$783K - $978K
|
424K
$20.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 66.83% |
$905K - $1.13M
|
13.1K
$635K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 28.15% |
$906K - $1.13M
|
67.5K
$3.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.8K- 4.36% |
$1.02M - $1.28M
|
654K
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-34.9K- 8.23% |
$1.2M - $1.5M
|
390K
$18.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-35.5K- 8.23% |
$1.22M - $1.52M
|
395K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.5K- 1.08% |
$1.25M - $1.56M
|
3.33M
$162M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.3K- 7.25% |
$1.31M - $1.64M
|
490K
$23.8M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-39.4K- 22.39% |
$1.35M - $1.69M
|
136K
$6.62M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-39.4K- 30.45% |
$1.35M - $1.69M
|
90K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.2K- 47.98% |
$1.41M - $1.76M
|
44.7K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-43.9K- 49.1% |
$1.51M - $1.88M
|
45.6K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-45.5K- 61.82% |
$1.56M - $1.95M
|
28.1K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-47.1K- 21.96% |
$1.62M - $2.02M
|
167K
$8.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-49.1K- 12.79% |
$1.69M - $2.1M
|
335K
$16.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54.2K- 48.74% |
$1.86M - $2.32M
|
57K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59.3K- 98.51% |
$2.04M - $2.54M
|
900
$43.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-62.4K- 4.36% |
$2.14M - $2.67M
|
1.37M
$66.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79.4K- 8.4% |
$2.72M - $3.4M
|
865K
$42M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-80.7K- 79.62% |
$2.77M - $3.45M
|
20.6K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-84.7K- 11.13% |
$2.9M - $3.63M
|
676K
$32.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-91.1K- 86.78% |
$3.12M - $3.9M
|
13.9K
$673K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-94.9K- 46.12% |
$3.25M - $4.06M
|
111K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-104K- 4.56% |
$3.58M - $4.48M
|
2.19M
$106M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-111K- 35.21% |
$3.82M - $4.76M
|
205K
$9.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-128K- 92.14% |
$4.37M - $5.46M
|
10.9K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-150K- 38.39% |
$5.16M - $6.44M
|
241K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-169K- 24.09% |
$5.81M - $7.25M
|
533K
$25.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-186K- 15.39% |
$6.39M - $7.98M
|
1.02M
$49.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-213K- 97.79% |
$7.3M - $9.12M
|
4.82K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-265K- 96.76% |
$9.08M - $11.3M
|
8.86K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-344K- 5.29% |
$11.8M - $14.7M
|
6.16M
$299M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-431K- 86.11% |
$14.8M - $18.5M
|
69.5K
$3.37M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-554K- 18.01% |
$19M - $23.7M
|
2.52M
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-871K- 99.36% |
$29.9M - $37.3M
|
5.58K
$271K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-939K- 82.81% |
$32.2M - $40.2M
|
195K
$9.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.8M- 99.72% |
$61.6M - $76.9M
|
5.07K
$246K
|