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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
27.6KNew |
$948K - $1.18M
|
27.6K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
26.7K+ 160.36% |
$917K - $1.14M
|
43.4K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.2K+ 53.38% |
$897K - $1.12M
|
75.1K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
26K+ 28.29% |
$892K - $1.11M
|
118K
$5.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
24.4K+ 43.62% |
$836K - $1.04M
|
80.2K
$3.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24.1K+ 3.92% |
$826K - $1.03M
|
639K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.5KNew |
$806K - $1.01M
|
23.5K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
22.2KNew |
$760K - $949K
|
22.2K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
22KNew |
$755K - $943K
|
22K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
21.7K+ 7.06% |
$744K - $929K
|
329K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
21.4KNew |
$735K - $917K
|
21.4K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
21.2KNew |
$729K - $910K
|
21.2K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20.6K+ 848.79% |
$708K - $884K
|
23.1K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19.8KNew |
$678K - $847K
|
19.8K
$959K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
19.7K+ 8.47% |
$676K - $844K
|
252K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.7K+ 6.71% |
$675K - $843K
|
313K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18.5KNew |
$636K - $794K
|
18.5K
$899K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.3K+ 87.25% |
$593K - $741K
|
37.1K
$1.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17.1KNew |
$588K - $734K
|
17.1K
$831K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
17KNew |
$583K - $728K
|
17K
$824K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.6K+ 7.24% |
$569K - $710K
|
246K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.5K+ 2.0% |
$565K - $705K
|
839K
$40.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.4K+ 12.41% |
$562K - $701K
|
148K
$7.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.1K+ 42.77% |
$552K - $690K
|
53.8K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$539K - $672K
|
15.7K
$761K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
15.5KNew |
$532K - $664K
|
15.5K
$752K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
15.4KNew |
$528K - $660K
|
15.4K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1K+ 49.67% |
$519K - $648K
|
45.6K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
14.9K+ 238.96% |
$512K - $640K
|
21.2K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.9KNew |
$511K - $638K
|
14.9K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.9K+ 17.57% |
$510K - $637K
|
99.5K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7KNew |
$503K - $628K
|
14.7K
$711K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
14.6K+ 2.43% |
$499K - $623K
|
613K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.4KNew |
$495K - $618K
|
14.4K
$700K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
14.1KNew |
$485K - $605K
|
14.1K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13.9KNew |
$478K - $597K
|
13.9K
$676K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
13.9K+ 5.36% |
$478K - $596K
|
274K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$473K - $591K
|
13.8K
$669K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 1.82% |
$465K - $581K
|
758K
$36.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
13.5KNew |
$465K - $580K
|
13.5K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.4K+ 3.47% |
$460K - $574K
|
399K
$19.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12.9K+ 16.75% |
$443K - $553K
|
90.1K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9K+ 0.71% |
$442K - $552K
|
1.84M
$89.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.9KNew |
$441K - $551K
|
12.9K
$623K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$423K - $528K
|
12.3K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.1KNew |
$415K - $519K
|
12.1K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 27.82% |
$413K - $515K
|
55.3K
$2.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$410K - $512K
|
11.9K
$579K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.8K+ 5.2% |
$406K - $507K
|
239K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
11.8KNew |
$404K - $504K
|
11.8K
$571K
|