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 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 0.69% |
$49.9K - $56.9K
|
180K
$8.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.27K- 1.34% |
$50.8K - $57.9K
|
93.8K
$4.21M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.32K- 2.67% |
$52.6K - $60K
|
48.1K
$2.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.32K- 4.86% |
$52.6K - $60K
|
25.8K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 3.69% |
$54.7K - $62.4K
|
35.8K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.47K- 5.08% |
$58.5K - $66.7K
|
27.4K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.57K- 86.28% |
$62.7K - $71.5K
|
250
$11.2K
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.69K- 0.4% |
$67.4K - $76.8K
|
424K
$19M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.9K- 44.74% |
$75.6K - $86.2K
|
2.34K
$105K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.99K- 2.03% |
$79.5K - $90.6K
|
96.2K
$4.32M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.16K- 4.99% |
$86.2K - $98.2K
|
41.1K
$1.84M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.36KClosed |
$94.3K - $108K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.4K- 21.48% |
$95.8K - $109K
|
8.77K
$394K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 1.84% |
$109K - $124K
|
146K
$6.55M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.74K- 40.52% |
$109K - $125K
|
4.03K
$181K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.8KClosed |
$112K - $127K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.92K- 2.14% |
$117K - $133K
|
133K
$5.98M
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.1K- 23.34% |
$124K - $141K
|
10.2K
$458K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 7.33% |
$126K - $143K
|
39.9K
$1.79M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.19KClosed |
$127K - $145K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.31KClosed |
$132K - $151K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.35K- 0.89% |
$134K - $153K
|
375K
$16.8M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.49K- 24.05% |
$139K - $159K
|
11K
$495K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.68K- 17.25% |
$147K - $167K
|
17.6K
$791K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.79K- 21.71% |
$151K - $172K
|
13.7K
$613K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 13.15% |
$157K - $179K
|
26K
$1.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.95K- 42.76% |
$158K - $180K
|
5.29K
$237K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.96K- 23.13% |
$158K - $180K
|
13.2K
$591K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4.07K- 2.35% |
$163K - $185K
|
169K
$7.58M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.41K- 1.75% |
$176K - $201K
|
247K
$11.1M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.52KClosed |
$180K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.52K- 12.85% |
$181K - $206K
|
30.7K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.6K- 42.45% |
$183K - $209K
|
6.23K
$280K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
SELL
|
- |
-4.7K- 6.33% |
$187K - $214K
|
69.5K
$3.12M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.82KClosed |
$192K - $219K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.92KClosed |
$197K - $224K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5K- 29.2% |
$199K - $227K
|
12.1K
$544K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.01K- 5.21% |
$200K - $228K
|
91.1K
$4.09M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.62K- 15.67% |
$224K - $256K
|
30.2K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.73K- 71.08% |
$229K - $261K
|
2.33K
$105K
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-5.85KClosed |
$233K - $266K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.99KClosed |
$239K - $272K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.09K- 42.76% |
$243K - $277K
|
8.15K
$366K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-6.43K- 29.33% |
$256K - $292K
|
15.5K
$695K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6.85K- 26.71% |
$273K - $312K
|
18.8K
$844K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.36K- 45.12% |
$294K - $335K
|
8.96K
$402K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.17K- 18.22% |
$326K - $372K
|
36.7K
$1.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-8.41K- 24.96% |
$336K - $383K
|
25.3K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.87K- 14.7% |
$354K - $404K
|
51.5K
$2.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.36K- 35.51% |
$374K - $426K
|
17K
$763K
|