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 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.67K+ 130.12% |
$66.5K - $72.1K
|
2.96K
$133K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.64K+ 1.42% |
$65K - $70.6K
|
116K
$5.23M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.6K+ 1.8% |
$63.6K - $69K
|
90.2K
$4.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 2.21% |
$63.4K - $68.9K
|
74K
$3.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.57KNew |
$62.2K - $67.6K
|
1.57K
$70.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 761.95% |
$62.1K - $67.4K
|
1.77K
$79.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 3.54% |
$61.6K - $66.9K
|
45.3K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.52K+ 8.01% |
$60.5K - $65.7K
|
20.5K
$922K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 4.79% |
$60.2K - $65.4K
|
33.1K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 0.49% |
$60K - $65.1K
|
313K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 15.27% |
$58.5K - $63.5K
|
11.1K
$499K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.46K+ 1.46% |
$58K - $63K
|
101K
$4.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
1.43K+ 11.78% |
$56.7K - $61.6K
|
13.5K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.41K+ 8.11% |
$56K - $60.8K
|
18.8K
$843K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.37K+ 24.1% |
$54.5K - $59.2K
|
7.06K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.32KNew |
$52.5K - $57K
|
1.32K
$59.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.29K+ 3.5% |
$51.2K - $55.6K
|
38.1K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.26K+ 135.31% |
$50K - $54.2K
|
2.19K
$98.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 6.97% |
$49.5K - $53.7K
|
19.1K
$857K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.23KNew |
$48.7K - $52.9K
|
1.23K
$55K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.22K+ 5.27% |
$48.3K - $52.4K
|
24.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11KNew |
$44K - $47.8K
|
1.11K
$49.7K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
1.09K+ 2.45% |
$43.3K - $47K
|
45.6K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.09K+ 3.75% |
$43.3K - $47K
|
30.1K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 21.44% |
$43K - $46.6K
|
6.12K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 10.12% |
$42.9K - $46.6K
|
11.7K
$527K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.08K+ 347.1% |
$42.8K - $46.4K
|
1.39K
$62.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
949New |
$37.7K - $40.9K
|
949
$42.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
938+ 0.68% |
$37.3K - $40.5K
|
140K
$6.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
902+ 18.09% |
$35.9K - $38.9K
|
5.89K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
881+ 7.35% |
$35K - $38K
|
12.9K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
848+ 5.0% |
$33.7K - $36.6K
|
17.8K
$800K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
846+ 1.28% |
$33.6K - $36.5K
|
66.9K
$3M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
846+ 5.86% |
$33.6K - $36.5K
|
15.3K
$686K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
801+ 22.96% |
$31.8K - $34.6K
|
4.29K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
794New |
$31.6K - $34.3K
|
794
$35.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
791+ 0.08% |
$31.4K - $34.1K
|
1.05M
$46.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
787+ 1.01% |
$31.3K - $34K
|
78.7K
$3.53M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
761New |
$30.2K - $32.8K
|
761
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
742+ 11.62% |
$29.5K - $32K
|
7.13K
$320K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
686+ 18.71% |
$27.3K - $29.6K
|
4.35K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
677New |
$26.9K - $29.2K
|
677
$30.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
621+ 4.52% |
$24.7K - $26.8K
|
14.3K
$644K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
619+ 1.02% |
$24.6K - $26.7K
|
61.1K
$2.74M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
607+ 78.02% |
$24.1K - $26.2K
|
1.39K
$62.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
585New |
$23.3K - $25.2K
|
585
$26.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
562New |
$22.3K - $24.3K
|
562
$25.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
560+ 5.18% |
$22.3K - $24.2K
|
11.4K
$510K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
556+ 1.5% |
$22.1K - $24K
|
37.6K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
541+ 2.43% |
$21.5K - $23.3K
|
22.8K
$1.03M
|