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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.1K+ 8.71% |
$521K - $565K
|
164K
$7.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13KNew |
$517K - $561K
|
13K
$583K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 2.92% |
$512K - $555K
|
454K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12.8K+ 181.97% |
$508K - $551K
|
19.8K
$889K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 65.67% |
$508K - $551K
|
32.2K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.8KNew |
$508K - $551K
|
12.8K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
12.6K+ 3.87% |
$499K - $542K
|
337K
$15.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
12.5K+ 47.68% |
$498K - $541K
|
38.8K
$1.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 3.88% |
$498K - $540K
|
335K
$15M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12.5K+ 7.8% |
$495K - $538K
|
172K
$7.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.2K+ 79.05% |
$487K - $528K
|
27.7K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
12.2KNew |
$485K - $526K
|
12.2K
$548K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 152.97% |
$485K - $526K
|
20.2K
$905K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 1.86% |
$480K - $521K
|
660K
$29.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.8K+ 20.31% |
$468K - $508K
|
69.7K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$467K - $507K
|
11.7K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11.7KNew |
$465K - $505K
|
11.7K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7K+ 4.79% |
$463K - $503K
|
255K
$11.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.6K+ 59.78% |
$461K - $501K
|
31K
$1.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
11.5K+ 4.4% |
$455K - $494K
|
272K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2K+ 2.05% |
$447K - $485K
|
560K
$25.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
11.2K+ 4.45% |
$445K - $483K
|
263K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
11.2K+ 8.28% |
$444K - $482K
|
146K
$6.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11K+ 3.39% |
$437K - $474K
|
335K
$15M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10.9K+ 1.36% |
$432K - $469K
|
812K
$36.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
10.7KNew |
$427K - $463K
|
10.7K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.1KNew |
$401K - $435K
|
10.1K
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9.9K+ 4.42% |
$394K - $427K
|
234K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.71K+ 13487.5% |
$386K - $419K
|
9.78K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.48KNew |
$377K - $409K
|
9.48K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.22K+ 18.16% |
$366K - $398K
|
60K
$2.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.14K+ 4.85% |
$363K - $394K
|
198K
$8.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
9.09K+ 2.48% |
$361K - $392K
|
376K
$16.9M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
8.11K+ 3.0% |
$322K - $350K
|
278K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 27.23% |
$322K - $350K
|
37.9K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.08K+ 13.41% |
$321K - $349K
|
68.4K
$3.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.07K+ 2.99% |
$321K - $348K
|
278K
$12.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.05K+ 3.63% |
$320K - $347K
|
230K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.86K+ 15.94% |
$313K - $339K
|
57.2K
$2.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.85KNew |
$312K - $339K
|
7.85K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.71KNew |
$307K - $333K
|
7.71K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.69KNew |
$306K - $332K
|
7.69K
$345K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.51K+ 2.29% |
$298K - $324K
|
336K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.5K+ 27.24% |
$298K - $324K
|
35K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.45KNew |
$296K - $322K
|
7.45K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.41K+ 4.67% |
$295K - $320K
|
166K
$7.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.4K+ 4.47% |
$294K - $319K
|
173K
$7.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.35K+ 22.77% |
$292K - $317K
|
39.6K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.31K+ 23.42% |
$291K - $315K
|
38.5K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.2KNew |
$286K - $311K
|
7.2K
$323K
|