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 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.69K+ 37.4% |
$230K - $287K
|
24.6K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.48K+ 3.34% |
$222K - $278K
|
201K
$9.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.43K+ 8.43% |
$221K - $275K
|
82.7K
$4.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.26K+ 34.96% |
$215K - $268K
|
24.2K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
6.24KNew |
$214K - $267K
|
6.24K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.22KNew |
$213K - $266K
|
6.22K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.17K+ 4.81% |
$212K - $264K
|
135K
$6.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.17KNew |
$211K - $264K
|
6.17K
$299K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
6.12KNew |
$210K - $262K
|
6.12K
$297K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.05KNew |
$207K - $259K
|
6.05K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
6.05K+ 20.35% |
$207K - $259K
|
35.8K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.04K+ 6.98% |
$207K - $259K
|
92.6K
$4.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.95K+ 3.44% |
$204K - $255K
|
179K
$8.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.92K+ 6.8% |
$203K - $253K
|
93K
$4.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.83KNew |
$200K - $250K
|
5.83K
$283K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.72KNew |
$196K - $245K
|
5.72K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.66K+ 31.46% |
$194K - $242K
|
23.6K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.65K+ 19.96% |
$194K - $242K
|
33.9K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.57KNew |
$191K - $239K
|
5.57K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.52K+ 15.19% |
$189K - $236K
|
41.8K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
5.5KNew |
$189K - $236K
|
5.5K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.48KNew |
$188K - $235K
|
5.48K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.42KNew |
$186K - $232K
|
5.42K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.41K+ 1.7% |
$186K - $232K
|
323K
$15.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.41K+ 16.81% |
$185K - $232K
|
37.6K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.4K+ 5.77% |
$185K - $231K
|
98.9K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.34K+ 0.56% |
$183K - $228K
|
957K
$46.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.27K+ 59.12% |
$181K - $226K
|
14.2K
$688K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.27K+ 0.66% |
$181K - $226K
|
806K
$39.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.27K+ 11.26% |
$181K - $226K
|
52.1K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.27KNew |
$181K - $225K
|
5.27K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.27KNew |
$181K - $225K
|
5.27K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.19KNew |
$178K - $222K
|
5.19K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.19KNew |
$178K - $222K
|
5.19K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.12KNew |
$175K - $219K
|
5.12K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.03KNew |
$173K - $216K
|
5.03K
$244K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.99KNew |
$171K - $214K
|
4.99K
$242K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.96KNew |
$170K - $212K
|
4.96K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
4.91KNew |
$168K - $210K
|
4.91K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.89KNew |
$168K - $210K
|
4.89K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$167K - $209K
|
4.88K
$237K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
4.83KNew |
$166K - $207K
|
4.83K
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.83K+ 5.57% |
$166K - $207K
|
91.5K
$4.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.8KNew |
$165K - $205K
|
4.8K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.77KNew |
$164K - $204K
|
4.77K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$163K - $204K
|
4.77K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.7K+ 8.49% |
$161K - $201K
|
60.1K
$2.91M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.7K+ 11.22% |
$161K - $201K
|
46.5K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.68K+ 1.4% |
$160K - $200K
|
338K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.59K+ 5.45% |
$157K - $196K
|
88.8K
$4.31M
|