Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11K+ 26.38% |
$379K - $473K
|
52.9K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11K+ 6.32% |
$377K - $471K
|
185K
$8.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7K+ 96.51% |
$369K - $460K
|
21.9K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7K+ 2.02% |
$366K - $458K
|
538K
$24.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
10.2K+ 22.11% |
$349K - $436K
|
56.2K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.1K+ 7.37% |
$347K - $434K
|
148K
$6.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.1KNew |
$347K - $433K
|
10.1K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.99K+ 7.81% |
$343K - $428K
|
138K
$6.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.99K+ 6.37% |
$342K - $428K
|
167K
$7.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.94KNew |
$341K - $426K
|
9.94K
$458K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
9.57K+ 3.07% |
$328K - $410K
|
321K
$14.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.34K+ 20.48% |
$320K - $400K
|
55K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
9.19K+ 1.01% |
$315K - $393K
|
923K
$42.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
9.15KNew |
$314K - $392K
|
9.15K
$421K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.03KNew |
$310K - $387K
|
9.03K
$416K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.97K+ 23.55% |
$308K - $384K
|
47K
$2.17M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.95KNew |
$307K - $383K
|
8.95K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.89K+ 153.86% |
$305K - $381K
|
14.7K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.86K+ 6.98% |
$304K - $379K
|
136K
$6.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.79K+ 82.69% |
$301K - $376K
|
19.4K
$894K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.62KNew |
$295K - $369K
|
8.62K
$397K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.59KNew |
$295K - $368K
|
8.59K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.49K+ 100.0% |
$291K - $364K
|
17K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.48K+ 87.98% |
$291K - $363K
|
18.1K
$835K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.12K+ 3.03% |
$279K - $348K
|
276K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
7.95KNew |
$273K - $341K
|
7.95K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.94K+ 43.72% |
$272K - $340K
|
26.1K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.9KNew |
$271K - $338K
|
7.9K
$364K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.89KNew |
$271K - $338K
|
7.89K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.83KNew |
$268K - $335K
|
7.83K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.82K+ 53.31% |
$268K - $335K
|
22.5K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.8K+ 11.95% |
$268K - $334K
|
73.1K
$3.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.7K+ 0.73% |
$264K - $330K
|
1.06M
$48.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.53K+ 24.43% |
$258K - $322K
|
38.3K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.49KNew |
$257K - $321K
|
7.49K
$345K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.47K+ 10.17% |
$256K - $320K
|
80.9K
$3.73M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.46K+ 51.37% |
$256K - $319K
|
22K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.45KNew |
$255K - $319K
|
7.45K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7.43K+ 7.69% |
$255K - $318K
|
104K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
7.35KNew |
$252K - $315K
|
7.35K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.28K+ 0.39% |
$250K - $312K
|
1.86M
$85.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.27K+ 12.03% |
$249K - $312K
|
67.7K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.15K+ 7.17% |
$245K - $306K
|
107K
$4.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
7.13K+ 10.6% |
$245K - $306K
|
74.4K
$3.43M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.08K+ 70.63% |
$243K - $303K
|
17.1K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.89KNew |
$236K - $295K
|
6.89K
$317K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.83KNew |
$234K - $292K
|
6.83K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.81K+ 2.67% |
$234K - $292K
|
262K
$12.1M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.79KNew |
$233K - $291K
|
6.79K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.72KNew |
$231K - $288K
|
6.72K
$310K
|