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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.19KNew |
$247K - $266K
|
6.19K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
6.04KNew |
$241K - $260K
|
6.04K
$275K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.03K+ 111.94% |
$240K - $259K
|
11.4K
$519K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6KNew |
$239K - $258K
|
6K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.93K+ 11.4% |
$236K - $255K
|
57.9K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.91K+ 3.7% |
$235K - $254K
|
166K
$7.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.86KNew |
$233K - $252K
|
5.86K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
5.83KNew |
$232K - $251K
|
5.83K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.8KNew |
$231K - $250K
|
5.8K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.79K+ 44.66% |
$231K - $249K
|
18.8K
$854K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.76K+ 3.22% |
$230K - $248K
|
185K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.72K+ 7.52% |
$228K - $246K
|
81.9K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.69KNew |
$227K - $245K
|
5.69K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.64K+ 57.54% |
$225K - $243K
|
15.4K
$702K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.37KNew |
$214K - $231K
|
5.37K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.23KNew |
$209K - $225K
|
5.23K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.22K+ 43.39% |
$208K - $225K
|
17.2K
$785K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
5.22KNew |
$208K - $225K
|
5.22K
$237K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.21K+ 10.01% |
$208K - $224K
|
57.3K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.21KNew |
$208K - $224K
|
5.21K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
5.12KNew |
$204K - $220K
|
5.12K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.06KNew |
$202K - $218K
|
5.06K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.06KNew |
$202K - $218K
|
5.06K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.02K+ 39.07% |
$200K - $216K
|
17.9K
$813K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.99KNew |
$199K - $215K
|
4.99K
$227K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.92KNew |
$196K - $212K
|
4.92K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.91K+ 62.68% |
$195K - $211K
|
12.7K
$579K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.85K+ 71.43% |
$193K - $209K
|
11.6K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.85K+ 69.83% |
$193K - $209K
|
11.8K
$537K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.84K+ 6.08% |
$193K - $208K
|
84.4K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.81KNew |
$191K - $207K
|
4.81K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.79KNew |
$191K - $206K
|
4.79K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.78KNew |
$190K - $206K
|
4.78K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.72K+ 4.78% |
$188K - $203K
|
104K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.5K+ 3.81% |
$179K - $194K
|
122K
$5.57M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.34K+ 20.5% |
$173K - $187K
|
25.5K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.29K+ 0.46% |
$171K - $185K
|
927K
$42.2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.27K+ 9.56% |
$170K - $184K
|
48.9K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.26K+ 63.31% |
$170K - $183K
|
11K
$500K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.24K+ 13.01% |
$169K - $182K
|
36.8K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
4.22KNew |
$168K - $182K
|
4.22K
$192K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
4.2K+ 10.03% |
$167K - $181K
|
46K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.16K+ 33.37% |
$166K - $179K
|
16.6K
$756K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.14K+ 1.67% |
$165K - $178K
|
252K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.12K+ 29.45% |
$164K - $177K
|
18.1K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 5.58% |
$164K - $177K
|
77.7K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 3.88% |
$158K - $171K
|
106K
$4.83M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.96K+ 5.41% |
$158K - $170K
|
77K
$3.5M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.94K+ 1040.63% |
$157K - $170K
|
4.32K
$197K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.92K+ 15.95% |
$156K - $169K
|
28.5K
$1.3M
|