Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.71K- 13.8% |
$59.6K - $68.3K
|
10.7K
$480K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.72K- 17.27% |
$59.9K - $68.6K
|
8.25K
$370K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 61.32% |
$61.6K - $70.6K
|
1.12K
$50.1K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.86K- 2.01% |
$64.6K - $74K
|
90.5K
$4.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.95K- 1.56% |
$67.8K - $77.6K
|
123K
$5.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.96K- 97.42% |
$68.2K - $78.1K
|
52
$2.33K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.01K- 10.8% |
$69.9K - $80.1K
|
16.6K
$746K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.21K- 12.66% |
$76.8K - $88K
|
15.2K
$684K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.38K- 24.86% |
$82.8K - $94.8K
|
7.19K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.38K- 2.42% |
$82.8K - $94.9K
|
95.9K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 89.95% |
$95.9K - $110K
|
308
$13.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.86K- 27.49% |
$99.6K - $114K
|
7.55K
$339K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.88K- 11.14% |
$100K - $115K
|
23K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-3.1K- 2.52% |
$108K - $123K
|
120K
$5.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.21K- 14.18% |
$112K - $128K
|
19.4K
$872K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.22K- 13.74% |
$112K - $128K
|
20.2K
$907K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.24K- 10.79% |
$113K - $129K
|
26.8K
$1.2M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.24K- 10.79% |
$113K - $129K
|
26.8K
$1.2M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.61K- 48.65% |
$126K - $144K
|
3.81K
$171K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.87K- 41.66% |
$135K - $154K
|
5.42K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.15K- 5.23% |
$145K - $166K
|
75.3K
$3.38M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.19K- 54.33% |
$146K - $167K
|
3.52K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.29K- 2.22% |
$149K - $171K
|
189K
$8.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.3K- 2.26% |
$149K - $171K
|
186K
$8.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.52K- 1.95% |
$157K - $180K
|
228K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-4.52K- 7.05% |
$157K - $180K
|
59.6K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.67K- 23.19% |
$163K - $186K
|
15.5K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.74K- 46.46% |
$165K - $189K
|
5.47K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.07K- 3.09% |
$176K - $202K
|
159K
$7.12M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.11K- 50.56% |
$178K - $204K
|
5K
$224K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.28K- 36.28% |
$184K - $211K
|
9.28K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.57K- 38.68% |
$194K - $222K
|
8.83K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-5.65K- 3.5% |
$197K - $225K
|
156K
$7.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.8K- 5.99% |
$202K - $231K
|
91K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.12K- 4.9% |
$213K - $244K
|
119K
$5.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.35K- 5.57% |
$221K - $253K
|
108K
$4.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-6.37K- 33.61% |
$221K - $254K
|
12.6K
$564K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.49K- 33.49% |
$226K - $259K
|
12.9K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-6.52K- 9.12% |
$227K - $260K
|
64.9K
$2.92M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.66K- 24.23% |
$232K - $265K
|
20.8K
$934K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.12K- 6.97% |
$248K - $284K
|
94.9K
$4.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.13K- 5.08% |
$248K - $284K
|
133K
$5.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.45K- 13.37% |
$259K - $297K
|
48.3K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7.72K- 17.07% |
$269K - $308K
|
37.5K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.77K- 0.47% |
$270K - $310K
|
1.64M
$73.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.81K- 8.28% |
$272K - $311K
|
86.5K
$3.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-8.13K- 5.65% |
$283K - $324K
|
136K
$6.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.57K- 15.78% |
$298K - $341K
|
45.7K
$2.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.79K- 49.71% |
$306K - $350K
|
8.89K
$399K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.19K- 4.1% |
$320K - $366K
|
215K
$9.66M
|