Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q1 2022. 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
May 16, 2022 Q1 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
28.6K
+ 40.75%
$1.14M - $1.3M
98.8K $4.43M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
28.1K
+ 17.29%
$1.12M - $1.28M
190K $8.55M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

BUY
 -
27.2K
New
$1.09M - $1.24M
27.2K $1.22M
Apr 19, 2022 Q1 2022
Mjp Associates Inc

BUY
 -
26.3K
+ 20.35%
$1.05M - $1.2M
156K $7M
Apr 22, 2022 Q1 2022
Pcg Wealth Advisors, LLC

BUY
 -
26K
+ 546.05%
$1.04M - $1.18M
30.8K $1.38M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
24.8K
+ 62.15%
$989K - $1.13M
64.6K $2.9M
May 13, 2022 Q1 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
24.3K
New
$970K - $1.11M
24.3K $1.09M
Apr 18, 2022 Q1 2022
Aldebaran Financial Inc.

BUY
 -
23.9K
+ 495.85%
$954K - $1.09M
28.7K $1.29M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
23.6K
+ 21.37%
$941K - $1.07M
134K $6.01M
May 10, 2022 Q1 2022
Ascent Group, LLC

BUY
 -
23.2K
+ 56.27%
$925K - $1.05M
64.4K $2.89M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
22.2K
+ 38.88%
$884K - $1.01M
79.2K $3.55M
May 13, 2022 Q1 2022
E Rn Financial, LLC

BUY
 -
22.1K
+ 41.35%
$881K - $1M
75.4K $3.39M
May 12, 2022 Q1 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
21.3K
+ 9.98%
$850K - $969K
235K $10.5M
May 04, 2022 Q1 2022
Legacy Cg, LLC

Plano, TX
BUY
 -
21.1K
New
$841K - $959K
21.1K $946K
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
20.9K
New
$835K - $952K
20.9K $939K
May 11, 2022 Q1 2022
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
20.4K
+ 13.0%
$813K - $927K
177K $7.95M
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
20.3K
New
$811K - $925K
20.3K $912K
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

BUY
 -
19.1K
+ 640.87%
$760K - $867K
22K $989K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
18.8K
+ 18.17%
$752K - $857K
123K $5.5M
Apr 21, 2022 Q1 2022
Peterson Wealth Advisors, LLC

BUY
 -
18.7K
+ 3.6%
$746K - $850K
538K $24.1M
May 10, 2022 Q1 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
16.8K
+ 108.41%
$672K - $767K
32.4K $1.45M
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

BUY
 -
14.9K
+ 12.77%
$596K - $680K
132K $5.92M
May 09, 2022 Q1 2022
Fiducient Advisors LLC

BUY
 -
14.4K
New
$575K - $655K
14.4K $646K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
14.4K
+ 14.51%
$575K - $655K
114K $5.1M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
14.2K
+ 99.86%
$565K - $644K
28.3K $1.27M
Apr 26, 2022 Q1 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
12.4K
+ 2.75%
$495K - $564K
463K $20.8M
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
12K
+ 18.54%
$477K - $544K
76.4K $3.43M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
11.9K
New
$477K - $544K
11.9K $536K
Sep 12, 2023 Q1 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
11.7K
+ 79.08%
$468K - $534K
26.6K $1.19M
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
11.7K
+ 49.56%
$467K - $532K
35.3K $1.58M
May 10, 2022 Q1 2022
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
11.2K
New
$447K - $510K
11.2K $503K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
11K
+ 35.62%
$438K - $500K
41.8K $1.88M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10.3K
+ 39.93%
$413K - $471K
36.2K $1.63M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10.3K
+ 39.93%
$413K - $471K
36.2K $1.63M
May 16, 2022 Q1 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
9.96K
New
$397K - $453K
9.96K $447K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
9.9K
+ 10.32%
$395K - $451K
106K $4.75M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
9.9K
+ 167.8%
$395K - $450K
15.8K $709K
May 10, 2022 Q1 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
9.79K
New
$391K - $446K
9.79K $440K
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
9.7K
+ 4.25%
$387K - $441K
238K $10.7M
May 09, 2022 Q1 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
9.35K
+ 66.34%
$373K - $426K
23.4K $1.05M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
9.34K
+ 0.88%
$373K - $425K
1.07M $47.9M
May 11, 2022 Q1 2022
Redwood Financial Network Corp

BUY
 -
8.99K
New
$359K - $409K
8.99K $404K
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
8.98K
New
$358K - $409K
8.98K $403K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
8.49K
+ 37.78%
$339K - $386K
31K $1.39M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.48K
New
$338K - $386K
8.48K $381K
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
8.37K
+ 56.31%
$334K - $381K
23.2K $1.04M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.03K
+ 29.42%
$320K - $365K
35.3K $1.58M
May 16, 2022 Q1 2022
Kingsbury Capital Investment Advisors LLC

Evanston, IL
BUY
 -
7.87K
New
$314K - $358K
7.87K $353K
Apr 25, 2022 Q1 2022
Personal Wealth Partners

Bloomington, MN
BUY
 -
7.85K
+ 2.19%
$313K - $357K
366K $16.4M

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