Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.58M+ 12.61% |
$55M - $67.1M
|
14.1M
$641M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28M+ 2872.72% |
$44.5M - $54.3M
|
1.32M
$60.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.21M+ 3929.2% |
$42M - $51.3M
|
1.24M
$56.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
748K+ 9.34% |
$26.1M - $31.8M
|
8.76M
$398M
|
|
|
Jul 13, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
472K+ 101.87% |
$16.4M - $20.1M
|
936K
$42.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
427K+ 4039.46% |
$14.9M - $18.2M
|
438K
$19.9M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
418K+ 40.79% |
$14.6M - $17.8M
|
1.44M
$65.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
372KNew |
$13M - $15.8M
|
372K
$16.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
309K+ 28.5% |
$10.8M - $13.1M
|
1.39M
$63.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
284K+ 5.07% |
$9.88M - $12.1M
|
5.88M
$267M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
263KNew |
$9.14M - $11.2M
|
263K
$11.9M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
239KNew |
$8.33M - $10.2M
|
239K
$10.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
163K+ 12.37% |
$5.69M - $6.95M
|
1.48M
$67.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
158K+ 90.88% |
$5.49M - $6.71M
|
331K
$15.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
157K+ 3.22% |
$5.48M - $6.69M
|
5.03M
$229M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
153K+ 24.5% |
$5.32M - $6.49M
|
776K
$35.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146K+ 4.94% |
$5.09M - $6.22M
|
3.11M
$141M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
145KNew |
$5.06M - $6.18M
|
145K
$6.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 13.27% |
$4.93M - $6.02M
|
1.21M
$55M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
103K+ 306.26% |
$3.59M - $4.38M
|
137K
$6.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
97.2K+ 431.97% |
$3.39M - $4.13M
|
120K
$5.45M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
87.8KNew |
$3.06M - $3.73M
|
87.8K
$3.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 18.02% |
$2.61M - $3.19M
|
490K
$22.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.1K+ 19.42% |
$2.58M - $3.15M
|
456K
$20.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.1K+ 19.42% |
$2.58M - $3.15M
|
456K
$20.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68.4K+ 24.42% |
$2.38M - $2.91M
|
349K
$15.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
66.2K+ 53.73% |
$2.3M - $2.81M
|
189K
$8.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
52.6K+ 39.87% |
$1.83M - $2.24M
|
185K
$8.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52.6K+ 91.99% |
$1.83M - $2.24M
|
110K
$4.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
47.5KNew |
$1.66M - $2.02M
|
47.5K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.9K+ 36.61% |
$1.56M - $1.91M
|
167K
$7.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.6K+ 3.07% |
$1.48M - $1.81M
|
1.43M
$64.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
40.5K+ 174.59% |
$1.41M - $1.72M
|
63.8K
$2.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
40.4K+ 40.9% |
$1.41M - $1.72M
|
139K
$6.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40.3KNew |
$1.4M - $1.71M
|
40.3K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
39.5KNew |
$1.37M - $1.68M
|
39.5K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36.8K+ 410.11% |
$1.28M - $1.57M
|
45.8K
$2.08M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36.8K+ 410.11% |
$1.28M - $1.57M
|
45.8K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
36.8K+ 2.25% |
$1.28M - $1.56M
|
1.67M
$76M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
33.3K+ 27.08% |
$1.16M - $1.42M
|
156K
$7.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
27.5KNew |
$958K - $1.17M
|
27.5K
$1.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
27.1K+ 51.8% |
$945K - $1.15M
|
79.5K
$3.62M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 4.82% |
$903K - $1.1M
|
564K
$25.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
25K+ 27.17% |
$870K - $1.06M
|
117K
$5.32M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24.9K+ 10.62% |
$868K - $1.06M
|
260K
$11.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 91.2% |
$865K - $1.06M
|
52.1K
$2.37M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
23.8KNew |
$830K - $1.01M
|
23.8K
$1.08M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
22.4KNew |
$780K - $952K
|
22.4K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22K+ 82.94% |
$766K - $935K
|
48.5K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21.9K+ 23.99% |
$761K - $930K
|
113K
$5.14M
|