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 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
1.94K
+ 1.77%
$77.3K - $88.1K
111K $5M
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
1.91K
+ 4.95%
$76.2K - $86.9K
40.5K $1.82M
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.9K
+ 1.37%
$75.8K - $86.5K
140K $6.3M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.86K
New
$74.2K - $84.6K
1.86K $83.5K
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
1.82K
+ 10.28%
$72.5K - $82.6K
19.5K $874K
May 02, 2022 Q1 2022
Parsons Capital Management Inc

BUY
 -
1.6K
+ 26.56%
$63.9K - $72.8K
7.63K $342K
May 16, 2022 Q1 2022
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
1.55K
New
$62K - $70.7K
1.55K $69.8K
Apr 15, 2022 Q1 2022
G&S Capital LLC

BUY
 -
1.53K
+ 3.75%
$61.1K - $69.7K
42.4K $1.9M
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
1.47K
+ 46.95%
$58.7K - $66.9K
4.6K $207K
Apr 20, 2022 Q1 2022
Hudson Valley Investment Advisors Inc

BUY
 -
1.44K
+ 8.31%
$57.6K - $65.7K
18.8K $845K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.37K
+ 11.43%
$54.7K - $62.4K
13.4K $600K
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.36K
+ 3.66%
$54.3K - $61.9K
38.6K $1.73M
Apr 21, 2022 Q1 2022
Trinity Wealth Management, LLC

BUY
 -
1.3K
+ 4.97%
$51.9K - $59.2K
27.4K $1.23M
Apr 27, 2022 Q1 2022
Alta Wealth Advisors LLC

BUY
 -
1.21K
+ 20.61%
$48.1K - $54.8K
7.05K $317K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.1K
New
$44.1K - $50.2K
1.1K $49.6K
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

BUY
 -
1.09K
+ 3.66%
$43.3K - $49.4K
30.7K $1.38M
Apr 15, 2022 Q1 2022
Tkg Advisors, LLC

BUY
 -
1.06K
+ 9.02%
$42.4K - $48.3K
12.8K $576K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
996
+ 8.47%
$39.8K - $45.3K
12.8K $573K
Apr 22, 2022 Q1 2022
Benedetti & Gucer, Inc.

BUY
 -
917
+ 16.89%
$36.6K - $41.7K
6.35K $285K
May 13, 2022 Q1 2022
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
902
+ 11.36%
$36K - $41K
8.84K $397K
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
793
New
$31.6K - $36.1K
793 $35.6K
Apr 14, 2022 Q1 2022
Tpg Financial Advisors, LLC

BUY
 -
734
+ 2.58%
$29.3K - $33.4K
29.1K $1.31M
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

BUY
 -
712
+ 4.42%
$28.4K - $32.4K
16.8K $755K
May 16, 2022 Q1 2022
Swmg, LLC

Fort Worth, TX
BUY
 -
664
+ 6.77%
$26.5K - $30.2K
10.5K $470K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
591
+ 24.6%
$23.6K - $26.9K
2.99K $134K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
487
+ 6.65%
$19.4K - $22.2K
7.81K $351K
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
470
New
$18.8K - $21.4K
470 $21.1K
May 10, 2022 Q1 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
438
+ 3.62%
$17.5K - $19.9K
12.5K $562K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
420
+ 4.63%
$16.8K - $19.1K
9.48K $426K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
415
+ 13.05%
$16.6K - $18.9K
3.59K $161K
May 16, 2022 Q1 2022
Tlwm

San Antonio, TX
BUY
 -
396
+ 0.22%
$15.8K - $18K
178K $7.99M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
392
+ 3.62%
$15.6K - $17.8K
11.2K $504K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
383
+ 0.86%
$15.3K - $17.4K
45.1K $2.03M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
379
+ 3.95%
$15.1K - $17.2K
9.98K $448K
Apr 19, 2022 Q1 2022
Bay Harbor Wealth Management, LLC

BUY
 -
361
+ 25.3%
$14.4K - $16.4K
1.79K $80.3K
May 05, 2022 Q1 2022
Compass Financial Advisors LLC

BUY
 -
349
+ 2.89%
$13.9K - $15.9K
12.4K $558K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
302
New
$12.1K - $13.7K
302 $13.6K
Apr 28, 2022 Q1 2022
Fusion Family Wealth LLC

BUY
 -
292
+ 3.92%
$11.7K - $13.3K
7.74K $347K
May 06, 2022 Q1 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
278
+ 1.95%
$11.1K - $12.6K
14.6K $653K
Apr 27, 2022 Q1 2022
Orin Green Financial, LLC

BUY
 -
262
+ 1.28%
$10.5K - $11.9K
20.7K $931K
May 09, 2022 Q1 2022
Capital Advisors, Ltd. LLC

BUY
 -
250
New
$9.98K - $11.4K
250 $11.2K
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
238
New
$9.5K - $10.8K
238 $10.7K
Apr 21, 2022 Q1 2022
Financial Management Network Inc

BUY
 -
212
+ 1.0%
$8.46K - $9.65K
21.5K $964K
Apr 12, 2022 Q1 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
209
+ 1.36%
$8.34K - $9.51K
15.6K $699K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
207
+ 16.24%
$8.26K - $9.42K
1.48K $66.5K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
206
New
$8.22K - $9.37K
206 $9.25K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
188
+ 2.09%
$7.5K - $8.55K
9.19K $412K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
170
+ 0.36%
$6.78K - $7.74K
47K $2.11M
May 06, 2022 Q1 2022
South State Corp

BUY
 -
168
New
$6.7K - $7.64K
168 $7.54K

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