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 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.55K- 49.65% |
$341K - $368K
|
8.67K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-9.07K- 7.47% |
$361K - $390K
|
112K
$5.11M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.53K- 58.27% |
$380K - $410K
|
6.82K
$310K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.2K- 36.3% |
$406K - $439K
|
17.9K
$814K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-10.7K- 18.97% |
$425K - $459K
|
45.6K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-11.4K- 24.77% |
$456K - $492K
|
34.7K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11.6K- 16.62% |
$461K - $497K
|
58K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12.8K- 17.97% |
$510K - $551K
|
58.4K
$2.66M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13K- 13.21% |
$516K - $557K
|
85.1K
$3.87M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14K- 18.58% |
$556K - $601K
|
61.2K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14K- 24.65% |
$560K - $605K
|
42.9K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-14.3K- 6.64% |
$569K - $614K
|
201K
$9.13M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-14.3K- 33.06% |
$572K - $617K
|
29K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-14.6K- 23.56% |
$581K - $627K
|
47.3K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.6K- 0.24% |
$582K - $628K
|
6.14M
$279M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-15.1K- 10.19% |
$600K - $648K
|
133K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.7K- 7.83% |
$627K - $677K
|
185K
$8.42M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.2K- 1.17% |
$646K - $698K
|
1.37M
$62.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-16.3K- 9.76% |
$648K - $700K
|
150K
$6.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17.1K- 10.23% |
$682K - $737K
|
150K
$6.84M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-17.6K- 92.52% |
$700K - $756K
|
1.42K
$64.6K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18K- 26.51% |
$718K - $776K
|
50K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.1K- 99.96% |
$722K - $779K
|
8
$364
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.1K- 1.21% |
$722K - $780K
|
1.48M
$67.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.7K- 11.63% |
$744K - $803K
|
142K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 4.83% |
$816K - $882K
|
404K
$18.4M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.8K- 38.61% |
$827K - $894K
|
33K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22K- 3.26% |
$878K - $949K
|
654K
$29.8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-24.1K- 28.53% |
$959K - $1.04M
|
60.3K
$2.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-24.3K- 8.79% |
$966K - $1.04M
|
252K
$11.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-26.7K- 7.98% |
$1.06M - $1.15M
|
308K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-28.7K- 47.2% |
$1.14M - $1.24M
|
32.1K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-30.9K- 24.89% |
$1.23M - $1.33M
|
93.2K
$4.24M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-32.4K- 12.77% |
$1.29M - $1.4M
|
222K
$10.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-33.2K- 3.84% |
$1.32M - $1.43M
|
832K
$37.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-33.3K- 87.25% |
$1.33M - $1.43M
|
4.87K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-35.5K- 56.4% |
$1.41M - $1.53M
|
27.4K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.1K- 7.14% |
$1.52M - $1.64M
|
495K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40K- 18.44% |
$1.6M - $1.72M
|
177K
$8.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.6K- 5.64% |
$1.78M - $1.92M
|
746K
$33.9M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-49.4K- 85.06% |
$1.97M - $2.13M
|
8.68K
$395K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-50.1K- 58.23% |
$2M - $2.16M
|
35.9K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-50.5K- 30.53% |
$2.01M - $2.17M
|
115K
$5.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-51.5K- 76.37% |
$2.05M - $2.22M
|
15.9K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-58.5K- 4.51% |
$2.33M - $2.52M
|
1.24M
$56.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-61.4K- 25.44% |
$2.45M - $2.64M
|
180K
$8.18M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-63K- 6.15% |
$2.51M - $2.71M
|
961K
$43.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-65.1K- 19.25% |
$2.59M - $2.8M
|
273K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-65.9K- 73.17% |
$2.63M - $2.84M
|
24.2K
$1.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.4K- 2.48% |
$3.04M - $3.29M
|
3M
$137M
|