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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-934- 10.96% |
$33.7K - $39.3K
|
7.59K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-946- 0.7% |
$34.1K - $39.8K
|
135K
$6.05M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-973- 8.82% |
$35.1K - $40.9K
|
10.1K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1K- 1.74% |
$36.2K - $42.2K
|
56.7K
$2.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.08K- 2.88% |
$39K - $45.5K
|
36.4K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.21K- 13.55% |
$43.5K - $50.8K
|
7.71K
$346K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.24K- 2.56% |
$44.5K - $52K
|
47K
$2.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.26K- 7.54% |
$45.6K - $53.2K
|
15.5K
$696K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.51K- 3.88% |
$54.5K - $63.6K
|
37.4K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.59K- 3.39% |
$57.3K - $66.9K
|
45.3K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.63K- 4.29% |
$58.9K - $68.7K
|
36.4K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.68K- 30.66% |
$60.6K - $70.7K
|
3.8K
$171K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 0.5% |
$70.2K - $81.9K
|
390K
$17.5M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.07K- 1.1% |
$74.7K - $87.2K
|
187K
$8.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-2.1K- 0.71% |
$75.8K - $88.5K
|
294K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.13K- 1.81% |
$76.7K - $89.5K
|
115K
$5.18M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.27K- 6.63% |
$81.8K - $95.6K
|
32K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.29K- 24.66% |
$82.5K - $96.3K
|
6.99K
$314K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.3K- 12.61% |
$83K - $96.9K
|
15.9K
$716K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.36K- 44.77% |
$85.2K - $99.5K
|
2.92K
$131K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 3.18% |
$86.3K - $101K
|
72.9K
$3.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.53K- 2.78% |
$91.1K - $106K
|
88.5K
$3.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 5.93% |
$94K - $110K
|
41.4K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.63K- 16.25% |
$94.7K - $111K
|
13.6K
$608K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.68K- 20.78% |
$96.6K - $113K
|
10.2K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.01K- 17.35% |
$108K - $127K
|
14.3K
$643K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.22K- 5.03% |
$116K - $135K
|
60.8K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.29K- 33.71% |
$119K - $139K
|
6.48K
$291K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.46K- 8.76% |
$125K - $145K
|
36K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.53K- 99.97% |
$127K - $149K
|
1
$44.9
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.6K- 75.28% |
$130K - $151K
|
1.18K
$53.1K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.86K- 10.63% |
$139K - $163K
|
32.5K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
SELL
|
- |
-4.45K- 16.35% |
$160K - $187K
|
22.7K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.55K- 12.3% |
$164K - $191K
|
32.4K
$1.45M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.08K- 16.37% |
$183K - $214K
|
25.9K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.09K- 2.19% |
$184K - $214K
|
227K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.2K- 32.35% |
$187K - $219K
|
10.9K
$488K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.43K- 2.01% |
$196K - $228K
|
265K
$11.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 12.56% |
$207K - $242K
|
40K
$1.79M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-6.03K- 4.72% |
$217K - $254K
|
122K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.08K- 6.72% |
$219K - $256K
|
84.5K
$3.79M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.36K- 20.84% |
$229K - $268K
|
24.2K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.65K- 3.31% |
$240K - $280K
|
194K
$8.71M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.65K- 3.19% |
$240K - $280K
|
202K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.08K- 29.69% |
$255K - $298K
|
16.8K
$752K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.71K- 8.13% |
$278K - $325K
|
87.2K
$3.91M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.72K- 30.39% |
$314K - $367K
|
20K
$897K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.89K- 14.55% |
$320K - $374K
|
52.2K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-9.88K- 6.8% |
$356K - $416K
|
135K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 2.31% |
$357K - $417K
|
419K
$18.8M
|