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 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.79% |
$39.9 - $43
|
127
$5.78K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$39.9 - $43
|
23.7K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.57% |
$39.9 - $43
|
177
$8.05K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.01% |
$39.9 - $43
|
18.6K
$848K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.65% |
$39.9 - $43
|
152
$6.91K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 5.88% |
$120 - $129
|
48
$2.18K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.01% |
$239 - $258
|
60.9K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-6Closed |
$239 - $258
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12- 0.21% |
$478 - $516
|
5.69K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-13- 0.06% |
$518 - $560
|
21.2K
$966K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 0.43% |
$677 - $732
|
3.91K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-21- 4.29% |
$837 - $904
|
469
$21.3K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-29- 5.26% |
$1.16K - $1.25K
|
522
$23.7K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-30- 0.25% |
$1.2K - $1.29K
|
12.2K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-35- 0.45% |
$1.39K - $1.51K
|
7.82K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-36- 1.57% |
$1.43K - $1.55K
|
2.26K
$103K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-37- 0.25% |
$1.47K - $1.59K
|
14.9K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-48- 0.17% |
$1.91K - $2.07K
|
27.6K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-59- 0.41% |
$2.35K - $2.54K
|
14.4K
$656K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63- 0.59% |
$2.51K - $2.71K
|
10.7K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-66- 0.24% |
$2.63K - $2.84K
|
27.1K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-68- 0.33% |
$2.71K - $2.93K
|
20.4K
$926K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-72- 0.49% |
$2.87K - $3.1K
|
14.5K
$661K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-77- 31.82% |
$3.07K - $3.31K
|
165
$7.51K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-81- 0.42% |
$3.23K - $3.49K
|
19K
$865K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-94- 28.23% |
$3.75K - $4.05K
|
239
$10.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-97- 9.74% |
$3.87K - $4.17K
|
899
$40.9K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-99- 2.08% |
$3.95K - $4.26K
|
4.67K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.75% |
$3.99K - $4.3K
|
13.3K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-105- 2.36% |
$4.18K - $4.52K
|
4.34K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-109- 0.16% |
$4.34K - $4.69K
|
68.5K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-126- 0.62% |
$5.02K - $5.42K
|
20.4K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-139- 76.8% |
$5.54K - $5.98K
|
42
$1.91K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-139- 40.41% |
$5.54K - $5.98K
|
205
$9.33K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-165- 3.18% |
$6.58K - $7.1K
|
5.02K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-167- 0.17% |
$6.65K - $7.19K
|
97.1K
$4.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-170- 2.01% |
$6.77K - $7.32K
|
8.29K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-194- 2.52% |
$7.73K - $8.35K
|
7.51K
$342K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-194- 3.48% |
$7.73K - $8.35K
|
5.38K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-199- 0.17% |
$7.93K - $8.56K
|
114K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 23.87% |
$7.97K - $8.61K
|
638
$29K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-200- 2.33% |
$7.97K - $8.61K
|
8.39K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-216- 0.58% |
$8.61K - $9.3K
|
36.8K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218- 1.67% |
$8.69K - $9.38K
|
12.8K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-223- 1.13% |
$8.89K - $9.6K
|
19.6K
$890K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-234- 2.39% |
$9.32K - $10.1K
|
9.56K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-238- 58.77% |
$9.48K - $10.2K
|
167
$7.6K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-249- 1.8% |
$9.92K - $10.7K
|
13.6K
$618K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-254- 1.87% |
$10.1K - $10.9K
|
13.3K
$605K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-257- 3.82% |
$10.2K - $11.1K
|
6.47K
$294K
|