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 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-9.53K- 12.41% |
$331K - $380K
|
67.2K
$3.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 39.02% |
$348K - $399K
|
15.7K
$721K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12K- 11.08% |
$417K - $478K
|
96.3K
$4.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-12.2K- 52.74% |
$424K - $486K
|
10.9K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12.7K- 48.49% |
$441K - $506K
|
13.5K
$621K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13.5K- 86.61% |
$469K - $537K
|
2.08K
$96K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.8K- 47.71% |
$514K - $588K
|
16.2K
$745K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-15.7K- 36.35% |
$546K - $626K
|
27.5K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.8K- 28.3% |
$550K - $630K
|
40K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.9K- 67.99% |
$552K - $632K
|
7.47K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 31.97% |
$557K - $638K
|
34.1K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.9K- 4.26% |
$588K - $673K
|
379K
$17.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.4K- 1.48% |
$639K - $732K
|
1.22M
$56.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-19.4K- 33.26% |
$676K - $774K
|
39K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-20K- 4.06% |
$694K - $795K
|
471K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-21.5K- 77.27% |
$747K - $856K
|
6.32K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.1K- 8.32% |
$769K - $881K
|
244K
$11.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.3K- 38.83% |
$879K - $1.01M
|
39.8K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.3K- 38.83% |
$879K - $1.01M
|
39.8K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.1K- 7.94% |
$942K - $1.08M
|
314K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-28.2K- 11.93% |
$982K - $1.12M
|
208K
$9.6M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-29.2K- 38.74% |
$1.02M - $1.16M
|
46.2K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-34.7K- 49.71% |
$1.21M - $1.38M
|
35.1K
$1.62M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.6K- 41.2% |
$1.27M - $1.46M
|
52.2K
$2.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42K- 28.43% |
$1.46M - $1.67M
|
106K
$4.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.2K- 39.21% |
$1.68M - $1.92M
|
74.7K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-60.5K- 4.51% |
$2.11M - $2.41M
|
1.28M
$59M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-62.6K- 58.1% |
$2.18M - $2.49M
|
45.1K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-87.2K- 24.36% |
$3.03M - $3.47M
|
271K
$12.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-88.3K- 66.46% |
$3.07M - $3.52M
|
44.6K
$2.05M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-107K- 70.3% |
$3.72M - $4.26M
|
45.1K
$2.08M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-214K- 96.9% |
$7.44M - $8.53M
|
6.85K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-365K- 25.83% |
$12.7M - $14.6M
|
1.05M
$48.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-379K- 43.66% |
$13.2M - $15.1M
|
489K
$22.5M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-398K- 44.14% |
$13.9M - $15.9M
|
504K
$23.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-729K- 48.53% |
$25.4M - $29.1M
|
774K
$35.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-799K- 60.28% |
$27.8M - $31.8M
|
527K
$24.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42M- 61.37% |
$49.4M - $56.6M
|
894K
$41.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.79M- 29.87% |
$62.4M - $71.5M
|
4.21M
$194M
|