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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
3.39K+ 7.13% |
$122K - $143K
|
51K
$2.35M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 9.64% |
$122K - $142K
|
38.5K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.17K+ 76.67% |
$114K - $133K
|
7.29K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.13K+ 16.12% |
$113K - $132K
|
22.6K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.1K+ 26.83% |
$112K - $130K
|
14.6K
$675K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.89K+ 10.43% |
$104K - $122K
|
30.6K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.77K+ 3.22% |
$99.8K - $117K
|
88.8K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.71K+ 11.66% |
$97.7K - $114K
|
25.9K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.69K+ 5.49% |
$97.1K - $113K
|
51.8K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.51K+ 8.96% |
$90.6K - $106K
|
30.6K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.37K+ 23.19% |
$85.5K - $99.9K
|
12.6K
$581K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.3K+ 5.61% |
$82.9K - $96.8K
|
43.3K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.29K+ 31.38% |
$82.4K - $96.2K
|
9.57K
$441K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2.11K+ 2.69% |
$76.2K - $88.9K
|
80.6K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.05K+ 20.51% |
$74K - $86.3K
|
12.1K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2K+ 2.57% |
$72K - $84.1K
|
79.9K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.98K+ 177.44% |
$71.4K - $83.4K
|
3.1K
$143K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.95K+ 1.43% |
$70.3K - $82.1K
|
139K
$6.38M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.94K+ 30.03% |
$69.8K - $81.6K
|
8.39K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.93K+ 35.5% |
$69.4K - $81.1K
|
7.36K
$339K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.83KNew |
$66.1K - $77.1K
|
1.83K
$84.4K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.82K+ 2.25% |
$65.7K - $76.7K
|
83K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.8K+ 18.58% |
$64.8K - $75.6K
|
11.5K
$528K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.8K+ 6.77% |
$64.7K - $75.6K
|
28.3K
$1.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.77K+ 8.52% |
$63.8K - $74.5K
|
22.5K
$1.04M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.66K+ 10.02% |
$60K - $70K
|
18.3K
$842K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.66K+ 3.76% |
$59.8K - $69.8K
|
45.8K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.64K+ 14.3% |
$59.2K - $69.1K
|
13.1K
$605K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.61KNew |
$58K - $67.7K
|
1.61K
$74.1K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.57K+ 7.84% |
$56.5K - $66K
|
21.6K
$994K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.56K+ 3.8% |
$56K - $65.4K
|
42.5K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.48K+ 4.34% |
$53.4K - $62.4K
|
35.6K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.48K+ 5.67% |
$53.2K - $62.1K
|
27.5K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
1.47K+ 2.46% |
$53K - $61.9K
|
61.3K
$2.82M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.47KNew |
$52.8K - $61.7K
|
1.47K
$67.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.39K+ 9.12% |
$50K - $58.4K
|
16.6K
$765K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.34KNew |
$48.3K - $56.4K
|
1.34K
$61.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 1.72% |
$47.6K - $55.6K
|
78.3K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.31K+ 2.4% |
$47.2K - $55.2K
|
55.9K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.31K+ 21.31% |
$47.1K - $55K
|
7.43K
$342K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.27K+ 2.52% |
$45.9K - $53.6K
|
51.8K
$2.39M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.27K+ 18.7% |
$45.7K - $53.3K
|
8.04K
$371K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 2777.78% |
$45.1K - $52.6K
|
1.3K
$59.6K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 3.55% |
$44.8K - $52.3K
|
36.3K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.16K+ 8.89% |
$41.8K - $48.9K
|
14.2K
$655K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.16K+ 7.27% |
$41.8K - $48.8K
|
17.1K
$789K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.16K+ 1.09% |
$41.7K - $48.6K
|
107K
$4.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.08KNew |
$38.7K - $45.2K
|
1.08K
$49.5K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.05K+ 1.57% |
$38K - $44.4K
|
68.3K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 12.61% |
$37.1K - $43.3K
|
9.2K
$424K
|