Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Jan 31, 2023 Q4 2022
Atticus Wealth Management, LLC

BUY
 -
80
New
$2.78K - $3.19K
80 $3.59K
Sep 01, 2023 Q4 2022
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
78
+ 0.39%
$2.71K - $3.11K
19.9K $895K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
73
New
$2.54K - $2.91K
73 $3.28K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
66
+ 2.8%
$2.3K - $2.63K
2.43K $109K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
64
+ 4.22%
$2.23K - $2.55K
1.58K $71K
Jan 17, 2023 Q4 2022
Wealth Management Resources, Inc.

BUY
 -
63
+ 0.4%
$2.19K - $2.51K
15.9K $716K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
60
New
$2.09K - $2.39K
60 $2.69K
Feb 03, 2023 Q4 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
46
+ 0.31%
$1.6K - $1.83K
15K $673K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
44
New
$1.53K - $1.75K
44 $1.98K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
44
New
$1.53K - $1.75K
44 $1.98K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
30
+ 10.34%
$1.04K - $1.2K
320 $14.4K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

BUY
 -
26
+ 0.21%
$905 - $1.04K
12.2K $547K
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
26
+ 0.07%
$905 - $1.04K
39.4K $1.77M
Feb 28, 2023 Q4 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
25
+ 0.17%
$870 - $996
15.1K $678K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
22
+ 0.07%
$765 - $877
30.3K $1.36M
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
20
New
$696 - $797
20 $898
Feb 14, 2023 Q4 2022
Van Den Berg Management I, Inc

Austin, TX
BUY
 -
14
+ 0.14%
$487 - $558
9.67K $434K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
12
New
$417 - $478
12 $539
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
4
+ 0.07%
$139 - $159
5.9K $265K
Jan 31, 2023 Q4 2022
Graypoint LLC

BUY
 -
2
+ 0.03%
$69.6 - $79.7
7.56K $339K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.42%
$69.6 - $79.7
482 $21.6K
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
1
+ 0.57%
$34.8 - $39.9
177 $7.95K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.52%
$34.8 - $39.9
194 $8.71K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
1
+ 0.02%
$34.8 - $39.9
4.73K $212K
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
1
+ 0.24%
$34.8 - $39.9
417 $18.7K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.05%
$34.8 - $39.9
2.15K $96.3K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
1
+ 3.03%
$34.8 - $39.9
34 $1.53K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

SELL
 -
-6
- 0.05%
$209 - $239
11.4K $512K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-16
- 26.23%
$557 - $638
45 $2.02K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-24
- 0.08%
$835 - $956
30.5K $1.37M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-27
- 1.0%
$939 - $1.08K
2.68K $120K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-39
- 53.42%
$1.36K - $1.55K
34 $1.53K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

SELL
 -
-50
- 3.72%
$1.74K - $1.99K
1.3K $58.1K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

SELL
 -
-52
- 2.96%
$1.81K - $2.07K
1.71K $76.5K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

SELL
 -
-56
- 0.93%
$1.95K - $2.23K
5.95K $267K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-59
- 0.31%
$2.05K - $2.35K
19K $855K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

SELL
 -
-66
- 0.67%
$2.3K - $2.63K
9.78K $439K
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

SELL
 -
-80
- 0.54%
$2.78K - $3.19K
14.7K $662K
Jan 13, 2023 Q4 2022
E&G Advisors, LP

SELL
 -
-100
- 0.83%
$3.48K - $3.99K
11.9K $533K
Jan 19, 2023 Q4 2022
Tsfg, LLC

SELL
 -
-119
- 2.12%
$4.14K - $4.74K
5.48K $246K
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-139
- 0.57%
$4.84K - $5.54K
24.2K $1.09M
Feb 01, 2023 Q4 2022
Spartan Planning & Wealth Management

Greensboro, NC
SELL
 -
-139
- 8.94%
$4.84K - $5.54K
1.42K $63.6K
Feb 09, 2023 Q4 2022
Goodman Financial Corp

Houston, TX
SELL
 -
-143
- 0.23%
$4.97K - $5.7K
61.4K $2.76M
Feb 08, 2023 Q4 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-144
- 2.21%
$5.01K - $5.74K
6.36K $286K
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
SELL
 -
-148
- 42.41%
$5.15K - $5.9K
201 $9.02K
Jan 17, 2023 Q4 2022
Mbe Wealth Management, LLC

SELL
 -
-159
- 1.65%
$5.53K - $6.34K
9.49K $426K
Jan 25, 2023 Q4 2022
Brown Financial Advisory

SELL
 -
-171
- 0.63%
$5.95K - $6.81K
27.2K $1.22M
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-181
- 0.33%
$6.3K - $7.21K
55K $2.47M
Jan 23, 2023 Q4 2022
Trinity Wealth Management, LLC

SELL
 -
-194
- 0.65%
$6.75K - $7.73K
29.5K $1.32M

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