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 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
22.5K+ 7.68% |
$800K - $876K
|
315K
$14.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.2K+ 17.43% |
$791K - $866K
|
150K
$6.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
21KNew |
$747K - $818K
|
21K
$943K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
20.5K+ 5.47% |
$728K - $797K
|
395K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.3KNew |
$722K - $791K
|
20.3K
$911K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.2K+ 26.82% |
$719K - $787K
|
95.6K
$4.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
20.1KNew |
$715K - $783K
|
20.1K
$902K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
20.1K+ 7.01% |
$713K - $781K
|
306K
$13.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.7KNew |
$700K - $766K
|
19.7K
$883K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
19.6K+ 15.49% |
$696K - $762K
|
146K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
19.2K+ 3.84% |
$684K - $749K
|
520K
$23.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 13.12% |
$683K - $748K
|
166K
$7.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
19.1KNew |
$681K - $745K
|
19.1K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19KNew |
$676K - $740K
|
19K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.9K+ 2.42% |
$673K - $737K
|
799K
$35.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.9KNew |
$671K - $735K
|
18.9K
$847K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
18.3KNew |
$651K - $712K
|
18.3K
$821K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
18.2KNew |
$646K - $707K
|
18.2K
$815K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
18.1KNew |
$642K - $703K
|
18.1K
$810K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18KNew |
$639K - $700K
|
18K
$807K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.9KNew |
$637K - $698K
|
17.9K
$804K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
17.9KNew |
$635K - $695K
|
17.9K
$802K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
17.4K+ 8.62% |
$619K - $678K
|
219K
$9.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
17.3KNew |
$615K - $673K
|
17.3K
$776K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.9K+ 8.56% |
$603K - $660K
|
215K
$9.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16.7KNew |
$594K - $650K
|
16.7K
$750K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.6KNew |
$589K - $645K
|
16.6K
$744K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.5KNew |
$586K - $642K
|
16.5K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
16.1K+ 107.77% |
$572K - $626K
|
31K
$1.39M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
16.1K+ 2.03% |
$572K - $626K
|
807K
$36.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16K+ 8.28% |
$571K - $625K
|
210K
$9.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
15.9KNew |
$566K - $620K
|
15.9K
$715K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
15.6K+ 2.74% |
$555K - $608K
|
585K
$26.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.5KNew |
$550K - $602K
|
15.5K
$695K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
15.4K+ 52.97% |
$547K - $599K
|
44.4K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
15.2KNew |
$540K - $591K
|
15.2K
$682K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15K+ 9.37% |
$533K - $584K
|
175K
$7.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.9KNew |
$530K - $580K
|
14.9K
$669K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
14.8KNew |
$525K - $575K
|
14.8K
$663K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
14.7K+ 68.69% |
$523K - $572K
|
36.1K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.5KNew |
$517K - $566K
|
14.5K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.5K+ 10.76% |
$515K - $564K
|
149K
$6.7M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14.3K+ 195.43% |
$510K - $558K
|
21.7K
$972K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
14.1KNew |
$501K - $549K
|
14.1K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14KNew |
$498K - $545K
|
14K
$629K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13.9K+ 4.72% |
$494K - $541K
|
308K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
13.8KNew |
$492K - $539K
|
13.8K
$621K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13.8KNew |
$490K - $536K
|
13.8K
$618K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.6KNew |
$485K - $531K
|
13.6K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.4KNew |
$477K - $522K
|
13.4K
$602K
|