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 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.06K+ 185.47% |
$84.3K - $94.6K
|
3.16K
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05K+ 1.3% |
$84.2K - $94.4K
|
159K
$7.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.04K+ 0.25% |
$83.8K - $94K
|
814K
$37M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.01K+ 1.23% |
$82.3K - $92.3K
|
166K
$7.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.95K+ 2.52% |
$80.1K - $89.8K
|
79.3K
$3.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 2.12% |
$79.6K - $89.3K
|
93.5K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.91K+ 7.16% |
$78.5K - $88K
|
28.6K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.84K+ 9.89% |
$75.3K - $84.5K
|
20.4K
$928K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$75.3K - $84.5K
|
1.84K
$83.5K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.8K+ 6.68% |
$73.8K - $82.8K
|
28.7K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.78K+ 7.5% |
$72.8K - $81.7K
|
25.4K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 6.04% |
$69.5K - $78K
|
29.7K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.65K+ 23.94% |
$67.5K - $75.7K
|
8.52K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.63K+ 2.73% |
$66.8K - $74.9K
|
61.3K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.6K+ 1.53% |
$65.6K - $73.6K
|
106K
$4.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.56K+ 3.94% |
$64.1K - $71.9K
|
41.2K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.54K+ 5.18% |
$63K - $70.7K
|
31.2K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 14.62% |
$59.4K - $66.6K
|
11.4K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.44K+ 23.28% |
$59.2K - $66.3K
|
7.64K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.44K+ 27.81% |
$58.9K - $66K
|
6.6K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 19.25% |
$58.9K - $66K
|
8.89K
$404K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.42K+ 8.17% |
$58K - $65.1K
|
18.7K
$852K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.38K+ 10.76% |
$56.8K - $63.7K
|
14.2K
$648K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 3.84% |
$56.4K - $63.3K
|
37.2K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 3.79% |
$55.4K - $62.1K
|
37K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.34K+ 25.0% |
$55K - $61.7K
|
6.71K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.34K+ 3.22% |
$54.8K - $61.5K
|
42.8K
$1.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 19.25% |
$53.8K - $60.4K
|
8.13K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.3K+ 1.71% |
$53.4K - $60K
|
77.5K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.3K+ 4.69% |
$53.1K - $59.6K
|
28.9K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.29K+ 9.17% |
$52.8K - $59.2K
|
15.3K
$697K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.28K+ 0.81% |
$52.6K - $59K
|
160K
$7.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 1.46% |
$50.5K - $56.7K
|
85.7K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.23K+ 2.55% |
$50.4K - $56.5K
|
49.3K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.22K+ 19.28% |
$49.8K - $55.9K
|
7.52K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.16K+ 3.05% |
$47.7K - $53.5K
|
39.2K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.14K+ 18.4% |
$46.8K - $52.5K
|
7.33K
$334K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.13K+ 2.15% |
$46.3K - $51.9K
|
53.7K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 4.64% |
$46.3K - $51.9K
|
25.4K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 0.79% |
$46.1K - $51.8K
|
144K
$6.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 3.27% |
$45.9K - $51.4K
|
35.3K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.11K+ 0.43% |
$45.4K - $50.9K
|
259K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 9.71% |
$44.2K - $49.6K
|
12.2K
$554K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.02K+ 11.43% |
$41.9K - $47K
|
9.97K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
993+ 3.01% |
$40.7K - $45.7K
|
34K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
983+ 18.94% |
$40.3K - $45.2K
|
6.17K
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
970+ 6.35% |
$39.8K - $44.6K
|
16.2K
$739K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
944+ 2.93% |
$38.7K - $43.4K
|
33.2K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
911+ 8.02% |
$37.4K - $41.9K
|
12.3K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
879New |
$36.1K - $40.4K
|
879
$40K
|