Purchases and Sales Made in Q3 2022 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 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
236+ 0.67% |
$8.02K - $9.8K
|
35.7K
$1.64M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
234New |
$7.95K - $9.72K
|
234
$10.8K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
216+ 304.23% |
$7.34K - $8.97K
|
287
$13.2K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
216+ 5.16% |
$7.34K - $8.97K
|
4.4K
$203K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
201+ 717.86% |
$6.83K - $8.35K
|
229
$10.5K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$6.8K - $8.3K
|
200
$9.21K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193+ 189.22% |
$6.56K - $8.01K
|
295
$13.6K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
193New |
$6.56K - $8.01K
|
193
$8.89K
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
185+ 0.88% |
$6.29K - $7.68K
|
21.3K
$980K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151+ 126.89% |
$5.13K - $6.27K
|
270
$12.4K
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
134+ 0.94% |
$4.55K - $5.56K
|
14.4K
$663K
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
130+ 2.45% |
$4.42K - $5.4K
|
5.43K
$250K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125+ 1.71% |
$4.25K - $5.19K
|
7.42K
$342K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
120New |
$4.08K - $4.98K
|
120
$5.53K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 1.75% |
$3.4K - $4.15K
|
5.8K
$267K
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
98+ 1.44% |
$3.33K - $4.07K
|
6.92K
$319K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
96New |
$3.26K - $3.99K
|
96
$4.42K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
90+ 2.24% |
$3.06K - $3.74K
|
4.12K
$190K
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
83+ 0.42% |
$2.82K - $3.45K
|
19.8K
$914K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83+ 0.78% |
$2.82K - $3.45K
|
10.7K
$494K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78+ 0.59% |
$2.65K - $3.24K
|
13.3K
$611K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
76+ 1.4% |
$2.58K - $3.16K
|
5.49K
$253K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
66New |
$2.24K - $2.74K
|
66
$3.04K
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
63+ 0.42% |
$2.14K - $2.62K
|
15.1K
$694K
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
50+ 0.56% |
$1.7K - $2.08K
|
9.05K
$417K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
49+ 0.33% |
$1.67K - $2.03K
|
14.8K
$683K
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
49+ 0.18% |
$1.67K - $2.03K
|
27.5K
$1.27M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
49+ 20.33% |
$1.67K - $2.03K
|
290
$13.4K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
46+ 0.31% |
$1.56K - $1.91K
|
14.9K
$688K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
42+ 0.05% |
$1.43K - $1.74K
|
78.9K
$3.63M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 0.09% |
$1.39K - $1.7K
|
46.1K
$2.12M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
41+ 2.32% |
$1.39K - $1.7K
|
1.81K
$83.3K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35+ 0.6% |
$1.19K - $1.45K
|
5.9K
$272K
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
26+ 0.35% |
$884 - $1.08K
|
7.36K
$339K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
24New |
$816 - $996
|
24
$1.11K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$680 - $830
|
20
$921
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18+ 0.14% |
$612 - $747
|
13.2K
$608K
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$306 - $374
|
9.65K
$444K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.06% |
$306 - $374
|
14.8K
$684K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.03% |
$102 - $125
|
9.21K
$424K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.42% |
$68 - $83
|
480
$22.1K
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
2+ 0.03% |
$68 - $83
|
7.56K
$348K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.48% |
$68 - $83
|
416
$19.2K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.57% |
$34 - $41.5
|
176
$8.11K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$34 - $41.5
|
2.14K
$98.8K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.49% |
$34 - $41.5
|
68
$3.13K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3- 0.05% |
$102 - $125
|
6.14K
$283K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 6.99% |
$340 - $415
|
133
$6.13K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 33.33% |
$340 - $415
|
20
$921
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-12- 0.18% |
$408 - $498
|
6.77K
$312K
|