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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
83.4K+ 43.38% |
$2.86M - $3.57M
|
276K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
77.3K+ 109.59% |
$2.65M - $3.31M
|
148K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.1K+ 50.33% |
$2.61M - $3.26M
|
227K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
74.8KNew |
$2.57M - $3.2M
|
74.8K
$3.52M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74.2K+ 64.8% |
$2.54M - $3.18M
|
189K
$8.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$2.52M - $3.15M
|
73.6K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
72.1K+ 19.09% |
$2.47M - $3.09M
|
450K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
69.6KNew |
$2.39M - $2.98M
|
69.6K
$3.27M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
68.8KNew |
$2.36M - $2.95M
|
68.8K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
64.5K+ 3.24% |
$2.21M - $2.76M
|
2.05M
$96.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
63.9K+ 31.32% |
$2.19M - $2.74M
|
268K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
63K+ 0.87% |
$2.16M - $2.7M
|
7.34M
$345M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
61.4K+ 15.54% |
$2.11M - $2.63M
|
456K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
58.7KNew |
$2.01M - $2.52M
|
58.7K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.4K+ 3.9% |
$1.94M - $2.42M
|
1.5M
$70.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56.4K+ 7.37% |
$1.94M - $2.42M
|
822K
$38.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.5K+ 52.88% |
$1.9M - $2.38M
|
160K
$7.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 20.18% |
$1.81M - $2.26M
|
314K
$14.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
52.7KNew |
$1.81M - $2.26M
|
52.7K
$2.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.7K+ 225.66% |
$1.77M - $2.21M
|
74.6K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.6K+ 8.6% |
$1.77M - $2.21M
|
652K
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
50.3K+ 30.17% |
$1.73M - $2.15M
|
217K
$10.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
49.9K+ 606.03% |
$1.71M - $2.14M
|
58.1K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
49.4K+ 68.51% |
$1.69M - $2.11M
|
121K
$5.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.1K+ 355.11% |
$1.68M - $2.1M
|
62.9K
$2.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
48.4KNew |
$1.66M - $2.07M
|
48.4K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48.4K+ 35.09% |
$1.66M - $2.07M
|
186K
$8.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.3K+ 3.6% |
$1.62M - $2.03M
|
1.36M
$64.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
46.8K+ 5.96% |
$1.6M - $2M
|
832K
$39.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.4K+ 11.34% |
$1.59M - $1.99M
|
456K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.3K+ 12.29% |
$1.52M - $1.9M
|
405K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44.2K+ 1111.7% |
$1.52M - $1.89M
|
48.2K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
43.8K+ 18.93% |
$1.5M - $1.88M
|
275K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
42.7KNew |
$1.46M - $1.83M
|
42.7K
$2.01M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
42.2KNew |
$1.45M - $1.81M
|
42.2K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
42.1KNew |
$1.44M - $1.8M
|
42.1K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
40.3KNew |
$1.38M - $1.73M
|
40.3K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
39.7KNew |
$1.36M - $1.7M
|
39.7K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
38K+ 29.53% |
$1.3M - $1.63M
|
167K
$7.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.7K+ 16.41% |
$1.29M - $1.62M
|
268K
$12.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
37KNew |
$1.27M - $1.59M
|
37K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.3K+ 16.97% |
$1.21M - $1.51M
|
243K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.8K+ 34.48% |
$1.19M - $1.49M
|
136K
$6.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.7K+ 6.4% |
$1.19M - $1.49M
|
576K
$27.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
34.5KNew |
$1.18M - $1.48M
|
34.5K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
31.5K+ 19.37% |
$1.08M - $1.35M
|
194K
$9.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30.9K+ 43.49% |
$1.06M - $1.32M
|
102K
$4.8M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30.1K+ 9.79% |
$1.03M - $1.29M
|
337K
$15.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
29.8K+ 9.7% |
$1.02M - $1.28M
|
337K
$15.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
28.4K+ 55.64% |
$975K - $1.22M
|
79.6K
$3.74M
|