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 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7.14KNew |
$284K - $308K
|
7.14K
$321K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.12K+ 14.2% |
$283K - $307K
|
57.2K
$2.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.97K+ 7.71% |
$277K - $301K
|
97.3K
$4.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.91KNew |
$275K - $298K
|
6.91K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.86KNew |
$273K - $296K
|
6.86K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.83K+ 33.98% |
$271K - $295K
|
26.9K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.82KNew |
$271K - $294K
|
6.82K
$306K
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.74K+ 10.17% |
$268K - $291K
|
73K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
6.74K+ 0.96% |
$268K - $291K
|
707K
$31.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6.61K+ 233.44% |
$263K - $285K
|
9.44K
$424K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.55KNew |
$260K - $283K
|
6.55K
$294K
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
6.44K+ 9.23% |
$256K - $278K
|
76.2K
$3.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
6.3KNew |
$250K - $272K
|
6.3K
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.3K+ 22.57% |
$250K - $272K
|
34.2K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.2KNew |
$246K - $267K
|
6.2K
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.07K+ 8.57% |
$241K - $262K
|
76.8K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.06K+ 5.32% |
$241K - $262K
|
120K
$5.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6KNew |
$238K - $259K
|
6K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.99K+ 5.12% |
$238K - $258K
|
123K
$5.52M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.9KNew |
$234K - $254K
|
5.9K
$265K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
5.88K+ 46.86% |
$234K - $254K
|
18.4K
$827K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.88K+ 51.42% |
$234K - $254K
|
17.3K
$777K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.86KNew |
$233K - $253K
|
5.86K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.83K+ 2.31% |
$232K - $252K
|
258K
$11.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.81K+ 3.4% |
$231K - $250K
|
177K
$7.93M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.5KNew |
$219K - $237K
|
5.5K
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.46KNew |
$217K - $236K
|
5.46K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
5.43K+ 4.38% |
$216K - $234K
|
129K
$5.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.42KNew |
$216K - $234K
|
5.42K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.39K+ 9.67% |
$214K - $233K
|
61.2K
$2.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.39KNew |
$214K - $233K
|
5.39K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
5.32K+ 15.44% |
$211K - $229K
|
39.8K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.18K+ 15.69% |
$206K - $224K
|
38.2K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.16K+ 34.43% |
$205K - $223K
|
20.2K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.16KNew |
$205K - $223K
|
5.16K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.1K+ 2.88% |
$203K - $220K
|
182K
$8.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.93K+ 0.43% |
$196K - $213K
|
1.14M
$51.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.6K+ 1.17% |
$183K - $198K
|
397K
$17.8M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 5.26% |
$182K - $198K
|
91.6K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.5KNew |
$179K - $194K
|
4.5K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.5K+ 5.84% |
$179K - $194K
|
81.5K
$3.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.49K+ 61.51% |
$178K - $194K
|
11.8K
$529K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.44K+ 7.98% |
$177K - $192K
|
60.1K
$2.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.41K+ 91.93% |
$175K - $190K
|
9.21K
$413K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.14K+ 1.49% |
$164K - $179K
|
281K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.13K+ 10.17% |
$164K - $178K
|
44.7K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.11K+ 21.0% |
$163K - $177K
|
23.7K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.06K+ 4.36% |
$161K - $175K
|
97.2K
$4.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.97K+ 25.82% |
$158K - $171K
|
19.4K
$869K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 4.79% |
$154K - $167K
|
84.5K
$3.79M
|