Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
154K+ 9.72% |
$5.48M - $6M
|
1.74M
$78M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
153K+ 960.67% |
$5.45M - $5.97M
|
169K
$7.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
151KNew |
$5.39M - $5.9M
|
151K
$6.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
146K+ 11.6% |
$5.18M - $5.67M
|
1.4M
$62.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
139KNew |
$4.93M - $5.4M
|
139K
$6.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
136K+ 24.27% |
$4.83M - $5.29M
|
696K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 70.82% |
$4.64M - $5.08M
|
314K
$14.1M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
127KNew |
$4.51M - $4.94M
|
127K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
126KNew |
$4.48M - $4.91M
|
126K
$5.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
120K+ 187.57% |
$4.27M - $4.68M
|
184K
$8.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
112KNew |
$3.97M - $4.35M
|
112K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111K+ 877.49% |
$3.93M - $4.31M
|
123K
$5.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107K+ 39.15% |
$3.81M - $4.17M
|
381K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
101K+ 20.62% |
$3.58M - $3.92M
|
589K
$26.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
97K+ 2.95% |
$3.45M - $3.78M
|
3.38M
$152M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 1253.7% |
$3.28M - $3.59M
|
99.6K
$4.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
85.6KNew |
$3.04M - $3.33M
|
85.6K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
85.4KNew |
$3.04M - $3.33M
|
85.4K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85K+ 140.66% |
$3.02M - $3.31M
|
145K
$6.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.2KNew |
$2.99M - $3.28M
|
84.2K
$3.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
84.1KNew |
$2.99M - $3.27M
|
84.1K
$3.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
82.9KNew |
$2.95M - $3.23M
|
82.9K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
82.3K+ 121.85% |
$2.93M - $3.2M
|
150K
$6.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
82.2K+ 8.85% |
$2.92M - $3.2M
|
1.01M
$45.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
77.2KNew |
$2.75M - $3.01M
|
77.2K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.2KNew |
$2.71M - $2.97M
|
76.2K
$3.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
75.9KNew |
$2.7M - $2.96M
|
75.9K
$3.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
75.2KNew |
$2.67M - $2.93M
|
75.2K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
74KNew |
$2.63M - $2.88M
|
74K
$3.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
73KNew |
$2.6M - $2.84M
|
73K
$3.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
71.3K+ 316.04% |
$2.53M - $2.77M
|
93.8K
$4.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.7K+ 34.11% |
$2.44M - $2.67M
|
270K
$12.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
68.6K+ 3.92% |
$2.44M - $2.67M
|
1.82M
$81.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67.2K+ 552.99% |
$2.39M - $2.62M
|
79.3K
$3.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
67.2K+ 49.64% |
$2.39M - $2.62M
|
203K
$9.09M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
67.1K+ 54.15% |
$2.39M - $2.61M
|
191K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67K+ 19.18% |
$2.38M - $2.61M
|
417K
$18.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
66.4K+ 207.51% |
$2.36M - $2.58M
|
98.3K
$4.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
65.9KNew |
$2.34M - $2.57M
|
65.9K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65.9K+ 4002.31% |
$2.34M - $2.57M
|
67.5K
$3.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
65.7KNew |
$2.34M - $2.56M
|
65.7K
$2.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.6K+ 553.36% |
$2.12M - $2.32M
|
70.4K
$3.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
59.5KNew |
$2.12M - $2.32M
|
59.5K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
58.1K+ 150.98% |
$2.07M - $2.26M
|
96.5K
$4.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
57.5K+ 42.64% |
$2.05M - $2.24M
|
192K
$8.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
55.8K+ 3.7% |
$1.98M - $2.17M
|
1.57M
$70.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55.7K+ 874.06% |
$1.98M - $2.17M
|
62.1K
$2.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
54.3K+ 61.15% |
$1.93M - $2.11M
|
143K
$6.42M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
52.9KNew |
$1.88M - $2.06M
|
52.9K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
51.9KNew |
$1.85M - $2.02M
|
51.9K
$2.33M
|