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 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46.9K+ 50.55% |
$1.92M - $2.16M
|
140K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
45.5K+ 24.99% |
$1.87M - $2.09M
|
228K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.8K+ 0.81% |
$1.84M - $2.06M
|
5.59M
$254M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.5K+ 12.04% |
$1.66M - $1.86M
|
377K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40.4K+ 1.81% |
$1.66M - $1.86M
|
2.27M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40K+ 22.89% |
$1.64M - $1.84M
|
215K
$9.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
39.9K+ 7.33% |
$1.64M - $1.83M
|
584K
$26.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
39.3K+ 33.77% |
$1.61M - $1.81M
|
156K
$7.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
38K+ 6.45% |
$1.56M - $1.75M
|
628K
$28.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
37.8KNew |
$1.55M - $1.74M
|
37.8K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
37.4K+ 1.74% |
$1.53M - $1.72M
|
2.18M
$99.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
35.1K+ 2.39% |
$1.44M - $1.62M
|
1.51M
$68.6M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35K+ 137.99% |
$1.44M - $1.61M
|
60.4K
$2.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
33.9K+ 105.23% |
$1.39M - $1.56M
|
66.1K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.8K+ 162.59% |
$1.34M - $1.51M
|
52.9K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
32.4K+ 494.5% |
$1.33M - $1.49M
|
38.9K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
31.4K+ 104.07% |
$1.29M - $1.44M
|
61.5K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31.1K+ 3.38% |
$1.27M - $1.43M
|
952K
$43.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.6K+ 4.91% |
$1.26M - $1.41M
|
654K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
30K+ 321.72% |
$1.23M - $1.38M
|
39.3K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 17.46% |
$1.22M - $1.37M
|
201K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.6K+ 5.14% |
$1.22M - $1.36M
|
606K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6K+ 16.36% |
$1.21M - $1.36M
|
211K
$9.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.6K+ 4.35% |
$1.21M - $1.36M
|
709K
$32.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
29.5K+ 29.94% |
$1.21M - $1.36M
|
128K
$5.83M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
28.9K+ 16.45% |
$1.19M - $1.33M
|
205K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.4KNew |
$1.17M - $1.31M
|
28.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
27.6K+ 14.53% |
$1.13M - $1.27M
|
218K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2.95% |
$1.11M - $1.25M
|
946K
$43M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.07M - $1.2M
|
26.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 5.69% |
$1.05M - $1.18M
|
476K
$21.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25K+ 18.2% |
$1.03M - $1.15M
|
162K
$7.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 65.59% |
$1.02M - $1.14M
|
62.8K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.8KNew |
$1.02M - $1.14M
|
24.8K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7K+ 28.15% |
$1.02M - $1.14M
|
113K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
24.5KNew |
$1.01M - $1.13M
|
24.5K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
23.6K+ 175.4% |
$969K - $1.09M
|
37.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.5K+ 62.48% |
$963K - $1.08M
|
61K
$2.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
22.6KNew |
$929K - $1.04M
|
22.6K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21.9KNew |
$899K - $1.01M
|
21.9K
$997K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 8.16% |
$874K - $980K
|
282K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.7K+ 270.87% |
$849K - $952K
|
28.3K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20.3KNew |
$833K - $935K
|
20.3K
$924K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
20.1K+ 35.2% |
$826K - $926K
|
77.3K
$3.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 27.1% |
$819K - $919K
|
93.7K
$4.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
19.8KNew |
$812K - $910K
|
19.8K
$900K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
19.6K+ 57.3% |
$803K - $901K
|
53.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.1KNew |
$785K - $880K
|
19.1K
$870K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19K+ 2.88% |
$781K - $876K
|
679K
$30.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.6K+ 2090.77% |
$762K - $854K
|
19.5K
$885K
|