Purchases and Sales Made in Q3 2024 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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 10, 2024 Q3 2024
Mc Namara Financial Services, Inc.

BUY
 -
853
+ 0.18%
$35K - $39.2K
465K $21.2M
Oct 24, 2024 Q3 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
820
+ 1.95%
$33.6K - $37.7K
42.9K $1.95M
Nov 12, 2024 Q3 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
763
+ 4.45%
$31.3K - $35.1K
17.9K $815K
Nov 12, 2024 Q3 2024
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
759
+ 5.03%
$31.1K - $34.9K
15.8K $721K
Nov 14, 2024 Q3 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
735
+ 0.69%
$30.1K - $33.8K
107K $4.85M
Nov 12, 2024 Q3 2024
Edge Capital Group, LLC

BUY
 -
734
+ 3.27%
$30.1K - $33.8K
23.2K $1.06M
Oct 16, 2024 Q3 2024
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
719
+ 0.19%
$29.5K - $33.1K
377K $17.1M
Nov 13, 2024 Q3 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
707
+ 3.37%
$29K - $32.5K
21.7K $987K
Nov 04, 2024 Q3 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
679
+ 3.61%
$27.9K - $31.2K
19.5K $886K
Oct 23, 2024 Q3 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
672
+ 8.73%
$27.6K - $30.9K
8.37K $381K
Nov 12, 2024 Q3 2024
Municipal Employees' Retirement System Of Michigan

BUY
 -
655
+ 4.1%
$26.9K - $30.1K
16.6K $757K
Nov 08, 2024 Q3 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
598
+ 11.09%
$24.5K - $27.5K
5.99K $272K
Nov 14, 2024 Q3 2024
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
565
+ 1.01%
$23.2K - $26K
56.2K $2.56M
Nov 13, 2024 Q3 2024
Tennessee Valley Asset Management Partners

BUY
 -
544
+ 5.99%
$22.3K - $25K
9.63K $438K
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
536
+ 4.72%
$22K - $24.7K
11.9K $541K
Oct 09, 2024 Q3 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
520
+ 8.73%
$21.3K - $23.9K
6.48K $295K
Oct 24, 2024 Q3 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
513
+ 2.43%
$21K - $23.6K
21.7K $985K
Oct 29, 2024 Q3 2024
Key F Inancial Inc

BUY
 -
510
+ 2.53%
$20.9K - $23.5K
20.7K $942K
Oct 31, 2024 Q3 2024
Wealth Management Resources, Inc.

BUY
 -
508
+ 1.79%
$20.8K - $23.4K
28.8K $1.31M
Oct 10, 2024 Q3 2024
Webster Bank, N. A.

BUY
 -
500
+ 76.92%
$20.5K - $23K
1.15K $52.3K
Nov 14, 2024 Q3 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
495
+ 2.46%
$20.3K - $22.8K
20.7K $939K
Nov 01, 2024 Q3 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
477
+ 48.62%
$19.6K - $21.9K
1.46K $66.3K
Nov 12, 2024 Q3 2024
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
472
+ 3.28%
$19.4K - $21.7K
14.9K $676K
Oct 24, 2024 Q3 2024
Ellis Investment Partners, LLC

BUY
 -
466
+ 9.4%
$19.1K - $21.4K
5.42K $247K
Nov 05, 2024 Q3 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
464
+ 0.18%
$19K - $21.3K
259K $11.8M
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
434
+ 6.74%
$17.8K - $20K
6.87K $313K
Oct 16, 2024 Q3 2024
Spc Financial, Inc.

BUY
 -
423
+ 0.52%
$17.4K - $19.5K
81.9K $3.73M
Oct 31, 2024 Q3 2024
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
419
+ 2.93%
$17.2K - $19.3K
14.7K $669K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
408
+ 0.86%
$16.7K - $18.8K
47.9K $2.18M
Nov 14, 2024 Q3 2024
Comerica Bank

BUY
 -
399
+ 1.2%
$16.4K - $18.4K
33.6K $1.53M
Nov 12, 2024 Q3 2024
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
398
+ 2.94%
$16.3K - $18.3K
13.9K $634K
Nov 29, 2024 Q3 2024
American Trust

Lexington, KY
BUY
 -
390
+ 3.47%
$16K - $17.9K
11.6K $528K
Nov 04, 2024 Q3 2024
Patron Partners, LLC

BUY
 -
387
+ 2.82%
$15.9K - $17.8K
14.1K $642K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
353
+ 5.63%
$14.5K - $16.2K
6.62K $301K
Oct 30, 2024 Q3 2024
Balentine LLC

Atlanta, GA
BUY
 -
353
New
$14.5K - $16.2K
353 $16.1K
Nov 08, 2024 Q3 2024
Redwood Financial Network Corp

BUY
 -
353
+ 2.57%
$14.5K - $16.2K
14.1K $641K
Nov 06, 2024 Q3 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
341
New
$14K - $15.7K
341 $15.5K
Oct 18, 2024 Q3 2024
Trinity Wealth Management, LLC

BUY
 -
327
+ 1.84%
$13.4K - $15K
18.1K $825K
Nov 05, 2024 Q3 2024
Old Second National Bank Of Aurora

BUY
 -
326
+ 3.45%
$13.4K - $15K
9.77K $444K
Oct 10, 2024 Q3 2024
Koshinski Asset Management, Inc.

BUY
 -
321
+ 4.52%
$13.2K - $14.8K
7.42K $337K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
317
New
$13K - $14.6K
317 $14.4K
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
305
New
$12.5K - $14K
305 $13.9K
Nov 12, 2024 Q3 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
300
+ 1.57%
$12.3K - $13.8K
19.4K $882K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
284
+ 0.67%
$11.6K - $13.1K
42.6K $1.94M
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
283
+ 0.21%
$11.6K - $13K
138K $6.28M
Oct 28, 2024 Q3 2024
Hm Payson & CO

Portland, ME
BUY
 -
282
+ 7.07%
$11.6K - $13K
4.27K $194K
Oct 07, 2024 Q3 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
275
+ 1.04%
$11.3K - $12.7K
26.8K $1.22M
Nov 06, 2024 Q3 2024
Bank Of Marin

Novato, CA
BUY
 -
272
+ 2.53%
$11.2K - $12.5K
11K $501K
Oct 29, 2024 Q3 2024
Tkg Advisors, LLC

BUY
 -
267
+ 1.3%
$11K - $12.3K
20.8K $946K

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