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 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
470+ 6.25% |
$18.7K - $20.2K
|
7.99K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
453+ 1.68% |
$18.1K - $19.5K
|
27.5K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
446+ 0.56% |
$17.8K - $19.2K
|
80.7K
$3.27M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
440+ 0.34% |
$17.5K - $18.9K
|
129K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
434+ 2.37% |
$17.3K - $18.7K
|
18.7K
$760K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
421+ 2.48% |
$16.8K - $18.1K
|
17.4K
$706K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
415+ 2.75% |
$16.5K - $17.9K
|
15.5K
$631K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
406New |
$16.2K - $17.5K
|
406
$16.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
391+ 4.71% |
$15.6K - $16.8K
|
8.69K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
387+ 3.96% |
$15.4K - $16.7K
|
10.2K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
368+ 0.25% |
$14.7K - $15.8K
|
148K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
358+ 265.19% |
$14.3K - $15.4K
|
493
$20K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
350+ 4.54% |
$13.9K - $15.1K
|
8.06K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
343+ 2.28% |
$13.7K - $14.8K
|
15.4K
$625K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
343+ 56.88% |
$13.7K - $14.8K
|
946
$38.4K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
320+ 3.36% |
$12.8K - $13.8K
|
9.84K
$400K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
316+ 1.74% |
$12.6K - $13.6K
|
18.5K
$752K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
313+ 2.1% |
$12.5K - $13.5K
|
15.2K
$618K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
310New |
$12.4K - $13.3K
|
310
$12.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
310+ 3.97% |
$12.4K - $13.3K
|
8.11K
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 85.71% |
$12K - $12.9K
|
650
$26.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
298New |
$11.9K - $12.8K
|
298
$12.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
290+ 4.65% |
$11.6K - $12.5K
|
6.52K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
290+ 5.46% |
$11.6K - $12.5K
|
5.6K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
283+ 1.99% |
$11.3K - $12.2K
|
14.5K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280New |
$11.2K - $12.1K
|
280
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
272+ 43.38% |
$10.8K - $11.7K
|
899
$36.5K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
252+ 0.91% |
$10K - $10.8K
|
28.1K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
251+ 2.83% |
$10K - $10.8K
|
9.11K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
250+ 5.09% |
$9.96K - $10.8K
|
5.16K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
250+ 2.14% |
$9.96K - $10.8K
|
11.9K
$485K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
235+ 12.47% |
$9.36K - $10.1K
|
2.12K
$86.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
231+ 21.39% |
$9.21K - $9.94K
|
1.31K
$53.2K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
222+ 22.65% |
$8.85K - $9.55K
|
1.2K
$48.8K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
214+ 0.23% |
$8.53K - $9.21K
|
93.2K
$3.78M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
214New |
$8.53K - $9.21K
|
214
$8.69K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
194+ 0.46% |
$7.73K - $8.35K
|
42.5K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
188+ 0.37% |
$7.49K - $8.09K
|
50.8K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
184+ 0.76% |
$7.33K - $7.92K
|
24.4K
$989K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
176+ 1.4% |
$7.01K - $7.58K
|
12.8K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
175+ 69.72% |
$6.97K - $7.53K
|
426
$17.3K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
171+ 0.14% |
$6.81K - $7.36K
|
121K
$4.93M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
161+ 29.65% |
$6.42K - $6.93K
|
704
$28.6K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
156+ 1.08% |
$6.22K - $6.71K
|
14.5K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
156New |
$6.22K - $6.71K
|
156
$6.33K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
142+ 0.39% |
$5.66K - $6.11K
|
36.2K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
142+ 0.05% |
$5.66K - $6.11K
|
311K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
130+ 5.46% |
$5.18K - $5.6K
|
2.51K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
128+ 1.86% |
$5.1K - $5.51K
|
7.02K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
122+ 0.55% |
$4.86K - $5.25K
|
22.3K
$905K
|