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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-576- 9.69% |
$23.6K - $26.5K
|
5.37K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-592- 0.3% |
$24.3K - $27.2K
|
197K
$8.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-625- 8.02% |
$25.6K - $28.8K
|
7.17K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-640- 4.32% |
$26.3K - $29.4K
|
14.2K
$639K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-656- 32.96% |
$26.9K - $30.2K
|
1.33K
$60.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-690- 1.53% |
$28.3K - $31.7K
|
44.4K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-694- 2.05% |
$28.5K - $31.9K
|
33.2K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-704- 6.92% |
$28.9K - $32.4K
|
9.47K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-706- 16.22% |
$29K - $32.5K
|
3.65K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-715- 4.97% |
$29.3K - $32.9K
|
13.7K
$616K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-740- 17.25% |
$30.4K - $34K
|
3.55K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-761- 2.55% |
$31.2K - $35K
|
29.1K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-769- 10.79% |
$31.5K - $35.4K
|
6.36K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-772- 4.19% |
$31.7K - $35.5K
|
17.6K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-792- 3.72% |
$32.5K - $36.4K
|
20.5K
$924K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-817- 0.24% |
$33.5K - $37.6K
|
334K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-828- 5.74% |
$34K - $38.1K
|
13.6K
$612K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-854- 8.1% |
$35K - $39.3K
|
9.69K
$436K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-886- 11.54% |
$36.3K - $40.8K
|
6.79K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-893- 12.64% |
$36.6K - $41.1K
|
6.17K
$278K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-903- 65.15% |
$37K - $41.5K
|
483
$21.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-905- 14.88% |
$37.1K - $41.6K
|
5.18K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-920- 10.34% |
$37.7K - $42.3K
|
7.98K
$359K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-958- 3.53% |
$39.3K - $44.1K
|
26.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-977- 8.29% |
$40.1K - $45K
|
10.8K
$487K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-983- 8.78% |
$40.3K - $45.2K
|
10.2K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-992- 0.49% |
$40.7K - $45.6K
|
202K
$9.12M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1K- 17.3% |
$41K - $46K
|
4.78K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.02K- 4.47% |
$41.9K - $47K
|
21.9K
$985K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.04K- 7.04% |
$42.5K - $47.7K
|
13.7K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.05K- 5.31% |
$43.1K - $48.4K
|
18.7K
$845K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.11K- 5.58% |
$45.4K - $50.9K
|
18.7K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.13K- 1.52% |
$46.1K - $51.8K
|
72.7K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.13K- 13.39% |
$46.2K - $51.9K
|
7.29K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.13K- 14.68% |
$46.5K - $52.2K
|
6.59K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.16K- 18.52% |
$47.7K - $53.5K
|
5.11K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.17K- 15.87% |
$47.8K - $53.6K
|
6.18K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 5.59% |
$48.9K - $54.9K
|
20.1K
$907K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.22K- 21.57% |
$50K - $56.1K
|
4.44K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.24K- 17.82% |
$51K - $57.2K
|
5.73K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.02% |
$54.8K - $61.5K
|
64.7K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.34K- 11.14% |
$54.9K - $61.6K
|
10.7K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.35K- 83.0% |
$55.3K - $62K
|
276
$12.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.35K- 1.77% |
$55.3K - $62K
|
74.9K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 2.53% |
$56.9K - $63.9K
|
53.5K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.42K- 6.6% |
$58K - $65.1K
|
20K
$901K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.42K- 10.71% |
$58.4K - $65.5K
|
11.9K
$535K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.56K- 44.52% |
$63.8K - $71.6K
|
1.94K
$87.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.6K- 17.89% |
$65.7K - $73.7K
|
7.35K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.72K- 16.49% |
$70.4K - $79K
|
8.69K
$392K
|