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 19, 2023
Q2 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
51.8KNew |
$1.84M - $2.02M
|
51.8K
$2.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
51.1KNew |
$1.82M - $1.99M
|
51.1K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49.1KNew |
$1.75M - $1.91M
|
49.1K
$2.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
48.7KNew |
$1.73M - $1.9M
|
48.7K
$2.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
47.4KNew |
$1.69M - $1.84M
|
47.4K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
46.7KNew |
$1.66M - $1.82M
|
46.7K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
44.5K+ 20.6% |
$1.58M - $1.73M
|
260K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.2KNew |
$1.57M - $1.72M
|
44.2K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
44KNew |
$1.57M - $1.71M
|
44K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.6K+ 10.47% |
$1.55M - $1.7M
|
460K
$21.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
42.7K+ 4.81% |
$1.52M - $1.66M
|
930K
$42.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
42.5KNew |
$1.51M - $1.66M
|
42.5K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
42.3KNew |
$1.5M - $1.65M
|
42.3K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
42.2K+ 23.06% |
$1.5M - $1.64M
|
225K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
41.8KNew |
$1.49M - $1.63M
|
41.8K
$1.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41.4K+ 18.22% |
$1.47M - $1.61M
|
269K
$12.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
40.4KNew |
$1.44M - $1.57M
|
40.4K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
39.3KNew |
$1.4M - $1.53M
|
39.3K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
39KNew |
$1.39M - $1.52M
|
39K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
38.4KNew |
$1.36M - $1.49M
|
38.4K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
38KNew |
$1.35M - $1.48M
|
38K
$1.75M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.8K+ 223.34% |
$1.34M - $1.47M
|
54.7K
$2.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.6K+ 70.06% |
$1.3M - $1.42M
|
88.8K
$4.09M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
36.2K+ 37.65% |
$1.29M - $1.41M
|
132K
$6.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
36KNew |
$1.28M - $1.4M
|
36K
$1.66M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36K+ 19432.43% |
$1.28M - $1.4M
|
36.1K
$1.66M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36K+ 19432.43% |
$1.28M - $1.4M
|
36.1K
$1.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
35.8K+ 17.6% |
$1.27M - $1.4M
|
239K
$11M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
35.2KNew |
$1.25M - $1.37M
|
35.2K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.4K+ 454.04% |
$1.22M - $1.34M
|
42K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32.7K+ 82.47% |
$1.16M - $1.28M
|
72.5K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 58.06% |
$1.09M - $1.19M
|
83.4K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
30.6KNew |
$1.09M - $1.19M
|
30.6K
$1.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.2K+ 14.32% |
$1.07M - $1.18M
|
241K
$11.1M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
29.9KNew |
$1.06M - $1.16M
|
29.9K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.3K+ 53.71% |
$1.04M - $1.14M
|
83.8K
$3.86M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
29KNew |
$1.03M - $1.13M
|
29K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28.4K+ 276.65% |
$1.01M - $1.11M
|
38.7K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28K+ 112.93% |
$996K - $1.09M
|
52.8K
$2.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
27.6KNew |
$982K - $1.08M
|
27.6K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
27.6KNew |
$981K - $1.07M
|
27.6K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
27.3KNew |
$970K - $1.06M
|
27.3K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
25.9KNew |
$922K - $1.01M
|
25.9K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.9KNew |
$920K - $1.01M
|
25.9K
$1.19M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24.7K+ 219.89% |
$879K - $963K
|
36K
$1.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
24.7KNew |
$878K - $961K
|
24.7K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
24KNew |
$855K - $936K
|
24K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23.8KNew |
$846K - $926K
|
23.8K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$823K - $901K
|
23.1K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.5K+ 748.82% |
$801K - $877K
|
25.5K
$1.18M
|