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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
589+ 0.01% |
$20.2K - $25.2K
|
5.23M
$253M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
586+ 1.29% |
$20.1K - $25.1K
|
46.2K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
580+ 6.71% |
$19.9K - $24.8K
|
9.23K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
579+ 0.84% |
$19.9K - $24.8K
|
69.3K
$3.36M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
577+ 3.04% |
$19.8K - $24.7K
|
19.6K
$949K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
527+ 4.29% |
$18.1K - $22.6K
|
12.8K
$621K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
495+ 4.84% |
$17K - $21.2K
|
10.7K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
480+ 2.69% |
$16.5K - $20.6K
|
18.4K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
427+ 5.47% |
$14.6K - $18.3K
|
8.23K
$399K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
407+ 6.12% |
$14K - $17.4K
|
7.06K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
405New |
$13.9K - $17.3K
|
405
$19.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
382+ 15.63% |
$13.1K - $16.4K
|
2.83K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
355+ 4.83% |
$12.2K - $15.2K
|
7.71K
$374K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
350New |
$12K - $15K
|
350
$17K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
342+ 27.63% |
$11.7K - $14.6K
|
1.58K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
342New |
$11.7K - $14.6K
|
342
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
334+ 1670.0% |
$11.5K - $14.3K
|
354
$17.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
330New |
$11.3K - $14.1K
|
330
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
318+ 16.05% |
$10.9K - $13.6K
|
2.3K
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
308+ 2.53% |
$10.6K - $13.2K
|
12.5K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305+ 120.55% |
$10.5K - $13.1K
|
558
$27.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
294+ 4.4% |
$10.1K - $12.6K
|
6.98K
$339K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
283+ 3.84% |
$9.71K - $12.1K
|
7.64K
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
278+ 0.06% |
$9.54K - $11.9K
|
458K
$22.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
265+ 2.15% |
$9.09K - $11.3K
|
12.6K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
260+ 5.1% |
$8.92K - $11.1K
|
5.36K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
244+ 2.48% |
$8.37K - $10.5K
|
10.1K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
239New |
$8.2K - $10.2K
|
239
$11.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
219+ 1.49% |
$7.51K - $9.38K
|
14.9K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
213+ 0.56% |
$7.31K - $9.12K
|
38.3K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
209+ 1.44% |
$7.17K - $8.95K
|
14.7K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
208+ 472.73% |
$7.13K - $8.91K
|
252
$12.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
203+ 0.5% |
$6.96K - $8.69K
|
40.8K
$1.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
203+ 1.47% |
$6.96K - $8.69K
|
14K
$678K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
193+ 0.2% |
$6.62K - $8.27K
|
98.4K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
181New |
$6.21K - $7.75K
|
181
$8.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
180+ 0.7% |
$6.17K - $7.71K
|
25.8K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
179+ 0.42% |
$6.14K - $7.67K
|
42.7K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
175+ 2.05% |
$6K - $7.5K
|
8.71K
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
166+ 6.47% |
$5.69K - $7.11K
|
2.73K
$132K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
165+ 2.2% |
$5.66K - $7.07K
|
7.68K
$372K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
158+ 35.51% |
$5.42K - $6.77K
|
603
$29.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
143+ 0.7% |
$4.9K - $6.12K
|
20.5K
$993K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
143+ 1.0% |
$4.9K - $6.12K
|
14.5K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
131+ 0.08% |
$4.49K - $5.61K
|
161K
$7.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
131New |
$4.49K - $5.61K
|
131
$6.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118New |
$4.05K - $5.05K
|
118
$5.72K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 45.21% |
$4.05K - $5.05K
|
379
$18.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111+ 2.91% |
$3.81K - $4.75K
|
3.93K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
110+ 0.72% |
$3.77K - $4.71K
|
15.4K
$749K
|