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 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.78KNew |
$236K - $288K
|
6.78K
$308K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
6.74KNew |
$235K - $286K
|
6.74K
$306K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.7K+ 39.4% |
$233K - $285K
|
23.7K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.67KNew |
$232K - $284K
|
6.67K
$304K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.59K+ 95.63% |
$230K - $280K
|
13.5K
$614K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.59K+ 8.76% |
$229K - $280K
|
81.8K
$3.72M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.58K+ 24.8% |
$229K - $280K
|
33.1K
$1.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.33K+ 30.02% |
$220K - $269K
|
27.4K
$1.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.22K+ 32.07% |
$217K - $265K
|
25.6K
$1.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.19K+ 9.08% |
$216K - $263K
|
74.4K
$3.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.18K+ 16.53% |
$215K - $263K
|
43.6K
$1.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.88K+ 1.76% |
$205K - $250K
|
339K
$15.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.75K+ 7.27% |
$200K - $245K
|
84.9K
$3.86M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.7KNew |
$199K - $242K
|
5.7K
$259K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.56KNew |
$194K - $237K
|
5.56K
$253K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.42K+ 3.06% |
$189K - $230K
|
183K
$8.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.32K+ 38.97% |
$185K - $226K
|
19K
$863K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.22K+ 6.83% |
$182K - $222K
|
81.6K
$3.71M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
5.19K+ 33.51% |
$181K - $221K
|
20.7K
$940K
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.12K+ 2.43% |
$178K - $218K
|
215K
$9.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.1KNew |
$178K - $217K
|
5.1K
$232K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.25K+ 19.97% |
$148K - $181K
|
25.5K
$1.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.03K+ 3.15% |
$140K - $171K
|
132K
$6M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.8K+ 0.49% |
$132K - $161K
|
774K
$35.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 14.59% |
$132K - $161K
|
29.8K
$1.35M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.39K+ 427.99% |
$118K - $144K
|
4.19K
$190K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.26K+ 220.11% |
$114K - $139K
|
4.74K
$216K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 23.83% |
$112K - $137K
|
16.7K
$760K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.13K+ 53.09% |
$109K - $133K
|
9.02K
$410K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
3.11K+ 6.95% |
$108K - $132K
|
47.8K
$2.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.09K+ 1.12% |
$108K - $131K
|
278K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.05K+ 9.58% |
$106K - $130K
|
34.9K
$1.59M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 3.68% |
$104K - $127K
|
84.1K
$3.83M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.96K+ 19.96% |
$103K - $126K
|
17.8K
$810K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.68K+ 1.19% |
$93.4K - $114K
|
228K
$10.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.67K+ 13.15% |
$93.1K - $114K
|
23K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.63K+ 64.71% |
$91.6K - $112K
|
6.7K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.46K+ 2.16% |
$85.7K - $105K
|
116K
$5.28M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
2.39K+ 5.63% |
$83.1K - $102K
|
44.8K
$2.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.38K+ 3308.33% |
$83K - $101K
|
2.45K
$112K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.25K+ 11.95% |
$78.4K - $95.7K
|
21.1K
$959K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.17K+ 6.83% |
$75.4K - $92.1K
|
33.9K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.12K+ 31.06% |
$73.8K - $90.2K
|
8.95K
$407K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.09K+ 22.05% |
$72.8K - $88.9K
|
11.6K
$527K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.03KNew |
$70.8K - $86.5K
|
2.03K
$92.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 1.3% |
$63.8K - $77.9K
|
142K
$6.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 5.83% |
$62.5K - $76.3K
|
32.6K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.69K+ 23.71% |
$58.9K - $71.9K
|
8.82K
$401K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.65K+ 22.72% |
$57.4K - $70.1K
|
8.91K
$405K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.6K+ 3.19% |
$55.7K - $68K
|
51.8K
$2.35M
|