Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.52M+ 8.46% |
$62.4M - $69.9M
|
19.5M
$887M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.45MNew |
$59.5M - $66.8M
|
1.45M
$66M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
825K+ 5.63% |
$33.8M - $38M
|
15.5M
$704M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
717KNew |
$29.4M - $33M
|
717K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
706KNew |
$29M - $32.5M
|
706K
$32.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
519K+ 16.96% |
$21.3M - $23.9M
|
3.58M
$163M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
497K+ 14.38% |
$20.4M - $22.9M
|
3.95M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
489KNew |
$20.1M - $22.5M
|
489K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
457K+ 14.86% |
$18.8M - $21M
|
3.54M
$161M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
443KNew |
$18.2M - $20.4M
|
443K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
439KNew |
$18M - $20.2M
|
439K
$20M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
429K+ 141583.5% |
$17.6M - $19.7M
|
429K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
363K+ 77.13% |
$14.9M - $16.7M
|
834K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
331K+ 23.81% |
$13.6M - $15.2M
|
1.72M
$78.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
296KNew |
$12.2M - $13.6M
|
296K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
278K+ 137.08% |
$11.4M - $12.8M
|
481K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
274K+ 2747.46% |
$11.2M - $12.6M
|
284K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
266K+ 28.14% |
$10.9M - $12.2M
|
1.21M
$55.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
221KNew |
$9.06M - $10.2M
|
221K
$10M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
216KNew |
$8.84M - $9.92M
|
216K
$9.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
180K+ 0.82% |
$7.39M - $8.29M
|
22.2M
$1.01B
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
172KNew |
$7.06M - $7.92M
|
172K
$7.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
143K+ 12.51% |
$5.85M - $6.56M
|
1.28M
$58.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
143KNew |
$5.85M - $6.56M
|
143K
$6.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
124K+ 8.78% |
$5.1M - $5.72M
|
1.54M
$70M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124K+ 2.42% |
$5.07M - $5.68M
|
5.22M
$237M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
120K+ 20.34% |
$4.92M - $5.51M
|
709K
$32.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 14.89% |
$4.54M - $5.09M
|
854K
$38.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 10.43% |
$4.5M - $5.05M
|
1.16M
$52.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
99.7KNew |
$4.09M - $4.59M
|
99.7K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
97.9KNew |
$4.02M - $4.5M
|
97.9K
$4.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
95.4K+ 232.96% |
$3.91M - $4.39M
|
136K
$6.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
94.6K+ 5.22% |
$3.88M - $4.35M
|
1.91M
$86.8M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
89.4K+ 46.64% |
$3.67M - $4.11M
|
281K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
78.1K+ 46.67% |
$3.2M - $3.59M
|
245K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.7K+ 272.46% |
$3.02M - $3.39M
|
101K
$4.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
72.2K+ 10.22% |
$2.96M - $3.32M
|
779K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
65.4K+ 9.68% |
$2.68M - $3.01M
|
741K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
64.5KNew |
$2.64M - $2.97M
|
64.5K
$2.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
59.3K+ 4.26% |
$2.43M - $2.73M
|
1.45M
$66M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57.1KNew |
$2.34M - $2.63M
|
57.1K
$2.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
54.5K+ 36.97% |
$2.23M - $2.51M
|
202K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.9KNew |
$2.13M - $2.39M
|
51.9K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50.2K+ 8.56% |
$2.06M - $2.31M
|
636K
$28.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
49.8K+ 53.01% |
$2.04M - $2.29M
|
144K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.5KNew |
$2.03M - $2.28M
|
49.5K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
49.1K+ 177.02% |
$2.02M - $2.26M
|
76.9K
$3.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
49K+ 15.4% |
$2.01M - $2.25M
|
367K
$16.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
48.4K+ 24.2% |
$1.99M - $2.23M
|
248K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.1K+ 5.28% |
$1.97M - $2.21M
|
959K
$43.6M
|