Purchases and Sales Made in Q2 2024 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 2024. 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 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
40.9K+ 1.94% |
$1.63M - $1.77M
|
2.15M
$96.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.1KNew |
$1.48M - $1.6M
|
37.1K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35.1K+ 60.96% |
$1.4M - $1.52M
|
92.8K
$4.16M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35.1K+ 9.73% |
$1.39M - $1.51M
|
395K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35K+ 31.18% |
$1.39M - $1.51M
|
147K
$6.61M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.9K+ 3.43% |
$1.39M - $1.5M
|
1.05M
$47.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
34.2K+ 151.67% |
$1.36M - $1.48M
|
56.8K
$2.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33.8K+ 11.16% |
$1.34M - $1.46M
|
337K
$15.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32K+ 22.39% |
$1.27M - $1.38M
|
175K
$7.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
31.9K+ 30.29% |
$1.27M - $1.38M
|
137K
$6.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.5K+ 10.36% |
$1.25M - $1.36M
|
335K
$15M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
30.4K+ 44.6% |
$1.21M - $1.31M
|
98.7K
$4.43M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30KNew |
$1.19M - $1.29M
|
30K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.2K+ 47.34% |
$1.12M - $1.22M
|
87.9K
$3.95M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.6K+ 275.43% |
$1.1M - $1.19M
|
37.6K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.3KNew |
$1.05M - $1.14M
|
26.3K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25.4K+ 8.32% |
$1.01M - $1.1M
|
331K
$14.9M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.4KNew |
$1.01M - $1.1M
|
25.4K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25.4K+ 17.9% |
$1.01M - $1.1M
|
167K
$7.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.2K+ 2.74% |
$1M - $1.09M
|
945K
$42.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.2K+ 109.0% |
$1M - $1.09M
|
48.2K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.1K+ 10.77% |
$997K - $1.08M
|
258K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.8K+ 550.01% |
$945K - $1.03M
|
28.1K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.6K+ 2.63% |
$938K - $1.02M
|
920K
$41.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23K+ 10.19% |
$915K - $993K
|
249K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.4K+ 308.56% |
$890K - $966K
|
29.6K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.3K+ 8.42% |
$885K - $961K
|
287K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22.1K+ 186.56% |
$879K - $954K
|
34K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.4K+ 135.44% |
$851K - $923K
|
37.2K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.2K+ 310.45% |
$843K - $915K
|
28K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.7K+ 4.28% |
$821K - $891K
|
504K
$22.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1K+ 34.72% |
$800K - $868K
|
78.1K
$3.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$745K - $809K
|
18.7K
$842K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.2K+ 13.54% |
$725K - $787K
|
153K
$6.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 2.04% |
$725K - $787K
|
911K
$40.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.2K+ 2477.01% |
$724K - $786K
|
18.9K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
18.1K+ 7.54% |
$719K - $780K
|
258K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
17.2KNew |
$682K - $741K
|
17.2K
$771K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
16.7K+ 136.87% |
$663K - $720K
|
28.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
16.6K+ 33.39% |
$659K - $715K
|
66.2K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.5KNew |
$654K - $710K
|
16.5K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.2K+ 1.18% |
$645K - $700K
|
1.39M
$62.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
16KNew |
$635K - $690K
|
16K
$718K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
15.7KNew |
$623K - $676K
|
15.7K
$703K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 5.91% |
$579K - $628K
|
261K
$11.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.3K+ 8.11% |
$567K - $616K
|
190K
$8.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14K+ 2.46% |
$558K - $606K
|
585K
$26.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
13.5KNew |
$538K - $584K
|
13.5K
$608K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
13.5KNew |
$537K - $583K
|
13.5K
$606K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.4K+ 12.83% |
$533K - $579K
|
118K
$5.29M
|