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 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.74K- 2.49% |
$71.3K - $80K
|
68K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 8.09% |
$71.8K - $80.6K
|
19.9K
$905K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 11.47% |
$78K - $87.5K
|
14.7K
$668K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2K- 4.45% |
$82K - $92K
|
42.9K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.02K- 2.1% |
$82.9K - $92.9K
|
94K
$4.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.03K- 2.64% |
$83.2K - $93.4K
|
74.8K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.03K- 25.15% |
$83.4K - $93.5K
|
6.05K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.05K- 6.61% |
$84K - $94.2K
|
28.9K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-2.06K- 6.67% |
$84.5K - $94.8K
|
28.9K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-2.11K- 1.06% |
$86.7K - $97.2K
|
197K
$8.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-2.18K- 21.16% |
$89.6K - $100K
|
8.14K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.25K- 3.71% |
$92.2K - $103K
|
58.2K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 37.28% |
$93.6K - $105K
|
3.84K
$175K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.3K- 0.83% |
$94.3K - $106K
|
276K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.3K- 6.91% |
$94.4K - $106K
|
31K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.33K- 3.55% |
$95.4K - $107K
|
63.2K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.36K- 5.32% |
$97K - $109K
|
42.1K
$1.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.39K- 6.25% |
$97.9K - $110K
|
35.8K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.41K- 23.92% |
$98.9K - $111K
|
7.67K
$349K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.42K- 19.57% |
$99.1K - $111K
|
9.93K
$452K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.43K- 5.24% |
$99.6K - $112K
|
43.9K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.49K- 10.07% |
$102K - $115K
|
22.3K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 20.46% |
$102K - $115K
|
9.7K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.51K- 29.96% |
$103K - $115K
|
5.87K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.54K- 0.9% |
$104K - $117K
|
278K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.68K- 18.28% |
$110K - $123K
|
12K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.8K- 7.5% |
$115K - $129K
|
34.6K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.88K- 13.11% |
$118K - $133K
|
19.1K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.9K- 17.08% |
$119K - $133K
|
14.1K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.9K- 13.24% |
$119K - $134K
|
19K
$865K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.9K- 22.84% |
$119K - $134K
|
9.81K
$446K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.93K- 6.55% |
$120K - $135K
|
41.8K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.03K- 13.27% |
$124K - $139K
|
19.8K
$901K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.12K- 18.49% |
$128K - $143K
|
13.7K
$625K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.19K- 3.27% |
$131K - $147K
|
94.3K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.26K- 0.64% |
$134K - $150K
|
505K
$23M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.34K- 11.21% |
$137K - $154K
|
26.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.41K- 2.81% |
$140K - $157K
|
118K
$5.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.47K- 3.19% |
$142K - $159K
|
105K
$4.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3.52K- 10.6% |
$144K - $162K
|
29.7K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.57K- 22.95% |
$147K - $164K
|
12K
$546K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-3.67K- 21.35% |
$150K - $169K
|
13.5K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.79K- 27.35% |
$156K - $174K
|
10.1K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-3.85K- 2.78% |
$158K - $177K
|
134K
$6.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-4K- 6.18% |
$164K - $184K
|
60.8K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.07K- 20.17% |
$167K - $187K
|
16.1K
$733K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.2K- 2.43% |
$172K - $193K
|
169K
$7.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.21K- 3.45% |
$173K - $194K
|
118K
$5.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.37K- 0.98% |
$179K - $201K
|
443K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.42K- 7.7% |
$181K - $203K
|
52.9K
$2.41M
|