Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.2M+ 176603.64% |
$524M - $566M
|
13.2M
$599M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
888K+ 5.38% |
$35.4M - $38.2M
|
17.4M
$791M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
875K+ 617.25% |
$34.9M - $37.7M
|
1.02M
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
777K+ 139.1% |
$31M - $33.4M
|
1.34M
$60.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
748K+ 112.54% |
$29.8M - $32.2M
|
1.41M
$64.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
571KNew |
$22.7M - $24.6M
|
571K
$26M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
478K+ 18.95% |
$19.1M - $20.6M
|
3M
$137M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
478K+ 18.95% |
$19.1M - $20.6M
|
3M
$137M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
474K+ 2.25% |
$18.9M - $20.4M
|
21.6M
$981M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
416K+ 4055.86% |
$16.6M - $17.9M
|
426K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
409K+ 79.99% |
$16.3M - $17.6M
|
920K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
362KNew |
$14.4M - $15.6M
|
362K
$16.5M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
313K+ 38.04% |
$12.5M - $13.5M
|
1.13M
$51.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
259K+ 133.24% |
$10.3M - $11.1M
|
453K
$20.6M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
222K+ 4.24% |
$8.84M - $9.55M
|
5.45M
$248M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
201KNew |
$8M - $8.64M
|
201K
$9.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
195K+ 20.42% |
$7.79M - $8.41M
|
1.15M
$52.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
191KNew |
$7.62M - $8.24M
|
191K
$8.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
188KNew |
$7.5M - $8.1M
|
188K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
188KNew |
$7.5M - $8.1M
|
188K
$8.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
184K+ 42.49% |
$7.33M - $7.91M
|
617K
$28.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
178K+ 13.11% |
$7.11M - $7.68M
|
1.54M
$70.1M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
159KNew |
$6.33M - $6.83M
|
159K
$7.22M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
155K+ 7.58% |
$6.17M - $6.66M
|
2.2M
$100M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 11.87% |
$5.8M - $6.27M
|
1.37M
$62.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
140K+ 21.34% |
$5.56M - $6M
|
793K
$36.1M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
135KNew |
$5.38M - $5.81M
|
135K
$6.14M
|
|
|
May 15, 2024
Q1 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
123KNew |
$4.92M - $5.31M
|
123K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
95.6K+ 406.93% |
$3.81M - $4.11M
|
119K
$5.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
91.6K+ 664.51% |
$3.65M - $3.94M
|
105K
$4.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
88K+ 31.58% |
$3.51M - $3.79M
|
367K
$16.7M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
87.3K+ 14.23% |
$3.48M - $3.76M
|
700K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86K+ 201.31% |
$3.43M - $3.7M
|
129K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
81.1K+ 20.32% |
$3.23M - $3.49M
|
481K
$21.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
77.4K+ 34.33% |
$3.08M - $3.33M
|
303K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
77.1K+ 124.73% |
$3.07M - $3.32M
|
139K
$6.32M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
76.3K+ 16.73% |
$3.04M - $3.29M
|
533K
$24.2M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
74K+ 435.65% |
$2.95M - $3.18M
|
91K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
73.3K+ 16.29% |
$2.92M - $3.16M
|
523K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
70.8K+ 7.27% |
$2.82M - $3.05M
|
1.04M
$47.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
68.7K+ 14.94% |
$2.74M - $2.96M
|
529K
$24M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
66.4K+ 7.98% |
$2.65M - $2.86M
|
898K
$40.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
64.2K+ 60.65% |
$2.56M - $2.76M
|
170K
$7.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
61.6K+ 2.81% |
$2.45M - $2.65M
|
2.25M
$102M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
60.9K+ 108.46% |
$2.43M - $2.62M
|
117K
$5.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
60.7K+ 810.48% |
$2.42M - $2.61M
|
68.2K
$3.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
60.5KNew |
$2.41M - $2.6M
|
60.5K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
60K+ 54.13% |
$2.39M - $2.58M
|
171K
$7.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
59.4K+ 130.42% |
$2.37M - $2.56M
|
105K
$4.78M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
59.3KNew |
$2.36M - $2.55M
|
59.3K
$2.7M
|