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 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.8K+ 5.41% |
$313K - $343K
|
171K
$7.69M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
8.71K+ 4.03% |
$310K - $339K
|
225K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.49K+ 42.83% |
$302K - $331K
|
28.3K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.49KNew |
$302K - $331K
|
8.49K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.49KNew |
$302K - $330K
|
8.49K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.44KNew |
$300K - $329K
|
8.44K
$379K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
8.33K+ 145.1% |
$296K - $324K
|
14.1K
$632K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.33KNew |
$296K - $324K
|
8.33K
$374K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.3K+ 911.54% |
$295K - $323K
|
9.21K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
8.15K+ 2.76% |
$290K - $317K
|
304K
$13.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
8.1KNew |
$288K - $315K
|
8.1K
$364K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
8.08K+ 63.39% |
$287K - $315K
|
20.8K
$935K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.07KNew |
$287K - $314K
|
8.07K
$362K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8KNew |
$285K - $312K
|
8K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.94KNew |
$282K - $309K
|
7.94K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
7.94KNew |
$282K - $309K
|
7.94K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.76KNew |
$276K - $302K
|
7.76K
$348K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
7.73KNew |
$275K - $301K
|
7.73K
$347K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
7.72KNew |
$275K - $301K
|
7.72K
$347K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
7.72KNew |
$274K - $300K
|
7.72K
$346K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.6KNew |
$270K - $296K
|
7.6K
$341K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.55KNew |
$269K - $294K
|
7.55K
$339K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.47KNew |
$266K - $291K
|
7.47K
$335K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
7.41KNew |
$264K - $289K
|
7.41K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.39K+ 6.73% |
$263K - $288K
|
117K
$5.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
7.24KNew |
$258K - $282K
|
7.24K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.88KNew |
$245K - $268K
|
6.88K
$309K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
6.71K+ 6.74% |
$239K - $261K
|
106K
$4.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6.69KNew |
$238K - $260K
|
6.69K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.66KNew |
$237K - $259K
|
6.66K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
6.66KNew |
$237K - $259K
|
6.66K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.6K+ 30.61% |
$235K - $257K
|
28.2K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.6K+ 24.9% |
$235K - $257K
|
33.1K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.57K+ 4.12% |
$234K - $256K
|
166K
$7.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.57K+ 2759.24% |
$234K - $256K
|
6.81K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.5K+ 24.81% |
$231K - $253K
|
32.7K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.39K+ 28.4% |
$227K - $249K
|
28.9K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.33K+ 1.65% |
$225K - $247K
|
391K
$17.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
6.23KNew |
$222K - $243K
|
6.23K
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.22KNew |
$221K - $242K
|
6.22K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.22KNew |
$221K - $242K
|
6.22K
$279K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6.18KNew |
$220K - $241K
|
6.18K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$219K - $240K
|
6.17K
$277K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.09KNew |
$216K - $237K
|
6.09K
$273K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.02K+ 43.81% |
$214K - $235K
|
19.8K
$888K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6.02K+ 11.33% |
$214K - $235K
|
59.2K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
5.96KNew |
$212K - $232K
|
5.96K
$267K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.73K+ 2.44% |
$204K - $223K
|
241K
$10.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5.68KNew |
$202K - $221K
|
5.68K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.54K+ 8.17% |
$197K - $216K
|
73.4K
$3.29M
|