Purchases and Sales Made in Q1 2022 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 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 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-173- 0.24% |
$6.9K - $7.87K
|
71.5K
$3.21M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-190- 3.34% |
$7.58K - $8.65K
|
5.5K
$247K
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-191- 2.04% |
$7.62K - $8.69K
|
9.19K
$413K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-193Closed |
$7.7K - $8.78K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-208- 0.89% |
$8.3K - $9.46K
|
23.3K
$1.04M
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-210- 1.36% |
$8.38K - $9.56K
|
15.2K
$684K
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-246- 0.41% |
$9.82K - $11.2K
|
59.3K
$2.66M
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-248- 3.6% |
$9.9K - $11.3K
|
6.65K
$298K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-273- 5.38% |
$10.9K - $12.4K
|
4.81K
$216K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-276- 5.47% |
$11K - $12.6K
|
4.77K
$214K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-282- 1.4% |
$11.3K - $12.8K
|
19.9K
$895K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-290- 4.5% |
$11.6K - $13.2K
|
6.16K
$276K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 0.08% |
$11.9K - $13.6K
|
354K
$15.9M
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-305- 1.31% |
$12.2K - $13.9K
|
23K
$1.03M
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-315- 3.05% |
$12.6K - $14.3K
|
10K
$449K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-320- 39.02% |
$12.8K - $14.6K
|
500
$22.4K
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-362- 83.41% |
$14.4K - $16.5K
|
72
$3.23K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-366Closed |
$14.6K - $16.7K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-382- 1.5% |
$15.2K - $17.4K
|
25.1K
$1.13M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-398- 3.7% |
$15.9K - $18.1K
|
10.4K
$465K
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-400- 3.09% |
$16K - $18.2K
|
12.6K
$563K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$16K - $18.2K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-404- 1.6% |
$16.1K - $18.4K
|
24.8K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-481Closed |
$19.2K - $21.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-495- 6.52% |
$19.8K - $22.5K
|
7.1K
$319K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-509- 9.39% |
$20.3K - $23.2K
|
4.91K
$220K
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-559- 5.81% |
$22.3K - $25.4K
|
9.06K
$407K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-586- 90.57% |
$23.4K - $26.7K
|
61
$2.74K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-624- 21.86% |
$24.9K - $28.4K
|
2.23K
$100K
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-640- 2.57% |
$25.5K - $29.1K
|
24.3K
$1.09M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-646- 7.55% |
$25.8K - $29.4K
|
7.91K
$355K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-698- 10.61% |
$27.9K - $31.8K
|
5.88K
$264K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-768- 4.24% |
$30.7K - $34.9K
|
17.3K
$778K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-799- 11.74% |
$31.9K - $36.4K
|
6.01K
$270K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-814- 10.09% |
$32.5K - $37K
|
7.26K
$326K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-816- 3.12% |
$32.6K - $37.1K
|
25.4K
$1.14M
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-820Closed |
$32.7K - $37.3K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-947- 7.34% |
$37.8K - $43.1K
|
12K
$537K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-978- 5.95% |
$39K - $44.5K
|
15.5K
$694K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1KClosed |
$40K - $45.6K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.01K- 0.93% |
$40.1K - $45.7K
|
107K
$4.81M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.01K- 2.43% |
$40.5K - $46.1K
|
40.7K
$1.83M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.25% |
$41.3K - $47.1K
|
30.8K
$1.38M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 54.83% |
$41.5K - $47.3K
|
856
$38.4K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.76% |
$41.6K - $47.4K
|
136K
$6.09M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.05KClosed |
$41.9K - $47.7K
|
0
$0
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.09K- 10.34% |
$43.5K - $49.5K
|
9.45K
$424K
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.13K- 1.95% |
$45.1K - $51.4K
|
56.9K
$2.55M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.18K- 13.4% |
$47K - $53.6K
|
7.6K
$341K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.18K- 79.56% |
$47.2K - $53.8K
|
304
$13.6K
|