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
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-960- 3.99% |
$38.3K - $41.3K
|
23.1K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-964- 6.82% |
$38.4K - $41.5K
|
13.2K
$593K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-976- 1.66% |
$38.9K - $42K
|
58K
$2.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-977- 17.07% |
$38.9K - $42.1K
|
4.75K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-989- 2.98% |
$39.4K - $42.6K
|
32.2K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.01K- 7.56% |
$40.4K - $43.6K
|
12.4K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.02K- 44.03% |
$40.7K - $44K
|
1.3K
$58.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.04K- 2.67% |
$41.4K - $44.7K
|
37.9K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.04K- 6.66% |
$41.5K - $44.8K
|
14.6K
$657K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 6.39% |
$41.7K - $45.1K
|
15.3K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 3.72% |
$43K - $46.4K
|
27.9K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.1K- 8.66% |
$43.7K - $47.2K
|
11.6K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.13K- 9.8% |
$45.1K - $48.7K
|
10.4K
$469K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.14K- 0.29% |
$45.3K - $48.9K
|
387K
$17.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.17K- 11.43% |
$46.4K - $50.1K
|
9.02K
$406K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.18K- 1.51% |
$46.8K - $50.6K
|
76.8K
$3.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.18K- 2.71% |
$47.2K - $51K
|
42.6K
$1.92M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.19K- 4.26% |
$47.6K - $51.4K
|
26.9K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.23K- 8.33% |
$48.9K - $52.8K
|
13.5K
$608K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.24K- 1.19% |
$49.3K - $53.2K
|
103K
$4.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.31K- 91.81% |
$52.3K - $56.5K
|
117
$5.27K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.32K- 1.07% |
$52.4K - $56.6K
|
122K
$5.5M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.33K- 15.76% |
$53.1K - $57.4K
|
7.13K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.45K- 3.36% |
$57.9K - $62.6K
|
41.8K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.48K- 4.54% |
$58.8K - $63.5K
|
31K
$1.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.5K- 24.25% |
$59.6K - $64.3K
|
4.67K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 11.47% |
$59.9K - $64.6K
|
11.6K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.59K- 4.9% |
$63.4K - $68.4K
|
30.9K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.6K- 1.77% |
$63.8K - $68.9K
|
88.6K
$3.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.6K- 20.65% |
$63.8K - $68.9K
|
6.15K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.69K- 3.22% |
$67.4K - $72.8K
|
50.9K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.74K- 14.64% |
$69.2K - $74.7K
|
10.1K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.83K- 4.21% |
$73K - $78.8K
|
41.6K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 20.07% |
$73.8K - $79.7K
|
7.37K
$332K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.89K- 8.89% |
$75.2K - $81.2K
|
19.3K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2K- 4.75% |
$79.7K - $86.1K
|
40.1K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2K- 4.69% |
$79.7K - $86.1K
|
40.7K
$1.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.03K- 51.71% |
$80.7K - $87.2K
|
1.89K
$85.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.11K- 37.59% |
$84.2K - $91K
|
3.51K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-2.11K- 0.58% |
$84.2K - $91K
|
363K
$16.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.14K- 27.04% |
$85.1K - $91.9K
|
5.76K
$259K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.14K- 3.11% |
$85.1K - $91.9K
|
66.6K
$3M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.14K- 17.29% |
$85.4K - $92.2K
|
10.2K
$461K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.17K- 16.04% |
$86.4K - $93.3K
|
11.3K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 2.96% |
$87.9K - $94.9K
|
72.4K
$3.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.23K- 6.59% |
$88.7K - $95.8K
|
31.5K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.23K- 6.0% |
$88.8K - $95.9K
|
34.9K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.23K- 25.79% |
$89K - $96.2K
|
6.43K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.4K- 1.9% |
$95.6K - $103K
|
124K
$5.58M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.41K- 9.99% |
$95.8K - $104K
|
21.7K
$976K
|