Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.4KNew |
$483K - $563K
|
13.4K
$601K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13.4K+ 11.82% |
$481K - $562K
|
126K
$5.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
12.7KNew |
$456K - $533K
|
12.7K
$569K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 103.1% |
$454K - $530K
|
24.8K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.4KNew |
$445K - $520K
|
12.4K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$441K - $514K
|
12.2K
$549K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.3K+ 19.83% |
$406K - $474K
|
68.1K
$3.06M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.6K+ 18.47% |
$381K - $445K
|
67.9K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.99KNew |
$360K - $420K
|
9.99K
$448K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
9.88K+ 6.61% |
$356K - $416K
|
159K
$7.15M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.52K+ 18.17% |
$343K - $401K
|
61.9K
$2.78M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.35KNew |
$337K - $394K
|
9.35K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$335K - $391K
|
9.29K
$417K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.16K+ 439.44% |
$330K - $385K
|
11.2K
$505K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.98K+ 136.3% |
$324K - $378K
|
15.6K
$699K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.93K+ 71.0% |
$322K - $376K
|
21.5K
$965K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.89K+ 17.03% |
$320K - $374K
|
61.1K
$2.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
8.84K+ 32.41% |
$319K - $372K
|
36.1K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.8K+ 59.53% |
$317K - $370K
|
23.6K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.67K+ 4.44% |
$312K - $365K
|
204K
$9.14M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.34K+ 40.29% |
$301K - $351K
|
29K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.24K+ 5.34% |
$297K - $347K
|
163K
$7.3M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.92KNew |
$285K - $333K
|
7.92K
$355K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.81KNew |
$282K - $329K
|
7.81K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.69K+ 84.19% |
$277K - $324K
|
16.8K
$755K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.1K+ 5.23% |
$256K - $299K
|
143K
$6.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
7.05K+ 1.81% |
$254K - $297K
|
397K
$17.8M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.02K+ 4.8% |
$253K - $295K
|
153K
$6.88M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.98K+ 3.07% |
$252K - $294K
|
235K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.87K+ 62.8% |
$247K - $289K
|
17.8K
$799K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.63K+ 118.06% |
$239K - $279K
|
12.2K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.26K+ 5.23% |
$226K - $264K
|
126K
$5.65M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.2K+ 0.8% |
$223K - $261K
|
780K
$35M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.99K+ 67.4% |
$216K - $252K
|
14.9K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.91KNew |
$213K - $248K
|
5.91K
$265K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.74KNew |
$207K - $242K
|
5.74K
$258K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
5.59KNew |
$202K - $235K
|
5.59K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.56KNew |
$201K - $234K
|
5.56K
$250K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.46K+ 117.07% |
$197K - $230K
|
10.1K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.09K+ 8.83% |
$183K - $214K
|
62.7K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.97K+ 5.25% |
$179K - $209K
|
99.6K
$4.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.73K+ 39.14% |
$171K - $199K
|
16.8K
$755K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 4.77% |
$157K - $184K
|
95.7K
$4.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.28K+ 5.39% |
$154K - $180K
|
83.7K
$3.76M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.15K+ 2.19% |
$150K - $175K
|
194K
$8.7M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.09K+ 22.23% |
$148K - $172K
|
22.5K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.81K+ 18.43% |
$137K - $160K
|
24.5K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.73K+ 0.53% |
$135K - $157K
|
709K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.66K+ 55.42% |
$132K - $154K
|
10.3K
$461K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.5K+ 91.48% |
$126K - $147K
|
7.33K
$329K
|