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 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
282+ 7.07% |
$11.6K - $13K
|
4.27K
$176K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
275+ 1.04% |
$11.3K - $12.7K
|
26.8K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
272+ 2.53% |
$11.2K - $12.5K
|
11K
$452K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
267+ 3.61% |
$11K - $12.3K
|
7.67K
$315K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
267+ 1.3% |
$11K - $12.3K
|
20.8K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
265+ 1.49% |
$10.9K - $12.2K
|
18K
$740K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
262+ 0.48% |
$10.7K - $12.1K
|
54.7K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
260+ 1.51% |
$10.7K - $12K
|
17.4K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
259+ 0.44% |
$10.6K - $11.9K
|
59.5K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
257+ 2.14% |
$10.5K - $11.8K
|
12.2K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
256+ 48.58% |
$10.5K - $11.8K
|
783
$32.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
254New |
$10.4K - $11.7K
|
254
$10.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 2.53% |
$10.4K - $11.6K
|
10.3K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
252+ 1.76% |
$10.3K - $11.6K
|
14.6K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
250+ 3.97% |
$10.3K - $11.5K
|
6.55K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
226+ 3.22% |
$9.27K - $10.4K
|
7.24K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
225+ 326.09% |
$9.23K - $10.4K
|
294
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
218+ 3.04% |
$8.94K - $10K
|
7.39K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
211New |
$8.66K - $9.71K
|
211
$8.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
207+ 7.13% |
$8.49K - $9.52K
|
3.11K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
194New |
$7.96K - $8.93K
|
194
$7.97K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
190+ 0.93% |
$7.79K - $8.74K
|
20.5K
$844K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
174+ 0.38% |
$7.14K - $8.01K
|
45.8K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
165+ 0.36% |
$6.77K - $7.59K
|
45.5K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
164+ 1.21% |
$6.73K - $7.55K
|
13.7K
$562K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
162New |
$6.65K - $7.45K
|
162
$6.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
160+ 1.88% |
$6.56K - $7.36K
|
8.68K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157New |
$6.44K - $7.22K
|
157
$6.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
157+ 0.16% |
$6.44K - $7.22K
|
97.4K
$4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
155+ 2.52% |
$6.36K - $7.13K
|
6.31K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
150+ 7.09% |
$6.15K - $6.9K
|
2.27K
$93.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 1.32% |
$6.11K - $6.86K
|
11.4K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
145+ 1.94% |
$5.95K - $6.67K
|
7.61K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 2.89% |
$5.95K - $6.67K
|
5.16K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
140+ 0.34% |
$5.74K - $6.44K
|
41.5K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
133+ 5.18% |
$5.46K - $6.12K
|
2.7K
$111K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
126+ 2.32% |
$5.17K - $5.8K
|
5.55K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
125+ 75.3% |
$5.13K - $5.75K
|
291
$12K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125New |
$5.13K - $5.75K
|
125
$5.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
116+ 0.95% |
$4.76K - $5.34K
|
12.3K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
115+ 0.14% |
$4.72K - $5.29K
|
84.6K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
115+ 0.45% |
$4.72K - $5.29K
|
26K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
113+ 3.03% |
$4.64K - $5.2K
|
3.85K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
104+ 1.2% |
$4.27K - $4.79K
|
8.78K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
102+ 1.72% |
$4.18K - $4.69K
|
6.03K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
101+ 1.24% |
$4.14K - $4.65K
|
8.23K
$338K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
99+ 8.59% |
$4.06K - $4.55K
|
1.25K
$51.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
91+ 0.19% |
$3.73K - $4.19K
|
47.3K
$1.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
90+ 1.02% |
$3.69K - $4.14K
|
8.92K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
89+ 3.01% |
$3.65K - $4.09K
|
3.05K
$125K
|