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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.17K- 16.04% |
$86.4K - $93.3K
|
11.3K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 2.96% |
$87.9K - $94.9K
|
72.4K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.23K- 6.59% |
$88.7K - $95.8K
|
31.5K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.23K- 6.0% |
$88.8K - $95.9K
|
34.9K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.23K- 25.79% |
$89K - $96.2K
|
6.43K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.4K- 1.9% |
$95.6K - $103K
|
124K
$5.09M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.41K- 9.99% |
$95.8K - $104K
|
21.7K
$891K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.51K- 25.27% |
$100K - $108K
|
7.42K
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.7K- 15.57% |
$107K - $116K
|
14.6K
$601K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.71K- 7.59% |
$108K - $117K
|
33K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.75K- 4.67% |
$109K - $118K
|
56K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.76K- 22.74% |
$110K - $119K
|
9.36K
$385K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.84K- 1.5% |
$113K - $122K
|
187K
$7.68M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.99K- 30.43% |
$119K - $128K
|
6.82K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3K- 0.93% |
$120K - $129K
|
320K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.06K- 19.57% |
$122K - $132K
|
12.6K
$517K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.07K- 13.93% |
$122K - $132K
|
18.9K
$779K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-3.14K- 17.51% |
$125K - $135K
|
14.8K
$607K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.22K- 3.62% |
$128K - $138K
|
85.6K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.35K- 1.06% |
$133K - $144K
|
311K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3.4K- 20.77% |
$135K - $146K
|
13K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.42K- 35.43% |
$136K - $147K
|
6.23K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.45K- 31.69% |
$137K - $148K
|
7.43K
$305K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.48K- 6.85% |
$139K - $150K
|
47.4K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.5K- 7.29% |
$139K - $151K
|
44.5K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.57K- 6.74% |
$142K - $153K
|
49.3K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.72K- 6.27% |
$148K - $160K
|
55.6K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 9.85% |
$169K - $182K
|
38.8K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.44K- 26.14% |
$177K - $191K
|
12.5K
$516K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 13.84% |
$179K - $193K
|
27.9K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.54K- 12.32% |
$181K - $195K
|
32.3K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.58K- 3.9% |
$182K - $197K
|
113K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.68K- 19.56% |
$187K - $202K
|
19.3K
$792K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 1.73% |
$190K - $205K
|
271K
$11.2M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-4.9K- 5.44% |
$195K - $211K
|
85.1K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.92K- 6.38% |
$196K - $212K
|
72.2K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.95K- 41.46% |
$197K - $213K
|
6.99K
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.98K- 7.54% |
$198K - $214K
|
61.1K
$2.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.14K- 6.58% |
$205K - $221K
|
73K
$3M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5.17K- 0.64% |
$206K - $223K
|
801K
$32.9M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5.22K- 40.0% |
$208K - $225K
|
7.83K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-5.26K- 3.57% |
$210K - $226K
|
142K
$5.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.67K- 2.07% |
$226K - $244K
|
268K
$11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.78K- 7.6% |
$230K - $249K
|
70.3K
$2.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-5.87K- 1.28% |
$234K - $252K
|
452K
$18.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.89K- 22.13% |
$235K - $253K
|
20.7K
$851K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.27K- 30.35% |
$250K - $270K
|
14.4K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.35K- 17.56% |
$253K - $273K
|
29.8K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.71K- 6.27% |
$267K - $289K
|
100K
$4.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-7.03K- 19.65% |
$280K - $302K
|
28.7K
$1.18M
|