Purchases and Sales Made in Q3 2022 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q3 2022. 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
Oct 20, 2022 Q3 2022
Colton Groome Financial Advisors, LLC

BUY
 -
1.52K
+ 9.08%
$51.6K - $63K
18.2K $818K
Oct 25, 2022 Q3 2022
Sky Oak Wealth, LLC

BUY
 -
1.48K
+ 3.13%
$50.4K - $61.5K
48.9K $2.19M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
1.47K
New
$50K - $61.1K
1.47K $66K
Nov 03, 2022 Q3 2022
Stone Point Wealth LLC

BUY
 -
1.47K
+ 5.74%
$49.8K - $60.9K
27K $1.21M
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.45K
+ 2270.31%
$49.4K - $60.3K
1.52K $68.1K
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.4K
+ 5.64%
$47.7K - $58.3K
26.3K $1.18M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.38K
+ 6.01%
$46.9K - $57.3K
24.4K $1.09M
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
1.35K
+ 26.46%
$45.9K - $56.1K
6.45K $290K
Nov 10, 2022 Q3 2022
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
1.28K
+ 17.27%
$43.5K - $53.1K
8.69K $390K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
1.13K
+ 0.91%
$38.3K - $46.8K
125K $5.6M
Oct 20, 2022 Q3 2022
Nikulski Financial, Inc.

BUY
 -
1.06K
+ 4.87%
$36.1K - $44.1K
22.8K $1.02M
Dec 15, 2022 Q3 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
1.04K
+ 1.15%
$35.2K - $43.1K
91.5K $4.11M
Oct 13, 2022 Q3 2022
Trinity Wealth Management, LLC

BUY
 -
991
+ 3.46%
$33.7K - $41.1K
29.7K $1.33M
Oct 11, 2022 Q3 2022
Butensky & Cohen Financial Security, Inc

BUY
 -
987
+ 8.78%
$33.5K - $41K
12.2K $549K
Nov 10, 2022 Q3 2022
Tkg Advisors, LLC

BUY
 -
969
+ 7.15%
$32.9K - $40.2K
14.5K $652K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
899
+ 12.99%
$30.6K - $37.3K
7.82K $351K
Nov 01, 2022 Q3 2022
Personal Cfo Solutions, LLC

BUY
 -
838
+ 9.41%
$28.5K - $34.8K
9.74K $437K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
801
+ 173.75%
$27.2K - $33.3K
1.26K $56.7K
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
759
New
$25.8K - $31.5K
759 $34.1K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
714
+ 17.77%
$24.3K - $29.6K
4.73K $212K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
661
+ 8.93%
$22.5K - $27.4K
8.06K $362K
Oct 27, 2022 Q3 2022
Western Pacific Wealth Management, LP

BUY
 -
658
New
$22.4K - $27.3K
658 $29.5K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
631
+ 7.03%
$21.4K - $26.2K
9.6K $431K
Oct 19, 2022 Q3 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
575
+ 6.54%
$19.5K - $23.9K
9.37K $421K
Nov 10, 2022 Q3 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
572
+ 3.39%
$19.4K - $23.7K
17.4K $783K
Oct 18, 2022 Q3 2022
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
545
+ 9.09%
$18.5K - $22.6K
6.54K $294K
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
463
+ 0.72%
$15.7K - $19.2K
65.1K $2.92M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
463
+ 0.72%
$15.7K - $19.2K
65.1K $2.92M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
461
+ 3.94%
$15.7K - $19.1K
12.2K $546K
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
450
+ 140.63%
$15.3K - $18.7K
770 $34.6K
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
442
+ 16.13%
$15K - $18.4K
3.18K $143K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
440
New
$15K - $18.3K
440 $19.8K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
407
New
$13.8K - $16.9K
407 $18.3K
Nov 23, 2022 Q3 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
400
+ 1.62%
$13.6K - $16.6K
25K $1.12M
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
397
+ 1.78%
$13.5K - $16.5K
22.6K $1.02M
Nov 09, 2022 Q3 2022
Compass Financial Advisors LLC

BUY
 -
381
+ 2.75%
$13K - $15.8K
14.2K $639K
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
366
+ 0.3%
$12.4K - $15.2K
121K $5.42M
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
361
+ 0.62%
$12.3K - $15K
58.4K $2.62M
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

BUY
 -
358
+ 4.16%
$12.2K - $14.9K
8.97K $402K
Nov 04, 2022 Q3 2022
Redwood Financial Network Corp

BUY
 -
328
+ 3.37%
$11.1K - $13.6K
10.1K $452K
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
318
+ 3.6%
$10.8K - $13.2K
9.14K $410K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
317
New
$10.8K - $13.2K
317 $14.2K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
306
New
$10.4K - $12.7K
306 $13.7K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
295
New
$10K - $12.2K
295 $13.2K
Nov 14, 2022 Q3 2022
Reston Wealth Management LLC

BUY
 -
288
+ 1.05%
$9.79K - $12K
27.8K $1.25M
Oct 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
287
New
$9.76K - $11.9K
287 $12.9K
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
269
+ 0.22%
$9.14K - $11.2K
125K $5.59M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
265
+ 12.94%
$9.01K - $11K
2.31K $104K
Nov 14, 2022 Q3 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
242
+ 1.9%
$8.23K - $10K
13K $582K

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