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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 6.07% |
$52.2K - $65.2K
|
26.6K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.52K+ 71.77% |
$52.1K - $65.1K
|
3.64K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.47K+ 13.71% |
$50.3K - $62.8K
|
12.2K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$49K - $61.2K
|
1.43K
$64.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.38K+ 4.43% |
$47.3K - $59K
|
32.5K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 1.57% |
$46.1K - $57.5K
|
87K
$3.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.31K+ 15.89% |
$44.8K - $55.9K
|
9.52K
$428K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.31K+ 7.34% |
$44.8K - $55.9K
|
19.1K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 497.67% |
$44K - $55K
|
1.54K
$69.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.27K+ 16.38% |
$43.4K - $54.2K
|
9K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.25K+ 6.29% |
$42.9K - $53.6K
|
21.1K
$949K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.23K+ 10.59% |
$42.2K - $52.7K
|
12.9K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.23K+ 0.99% |
$42.1K - $52.6K
|
126K
$5.63M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.17K+ 29125.0% |
$40K - $49.9K
|
1.17K
$52.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 10.61% |
$39.8K - $49.6K
|
12.1K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.16KNew |
$39.8K - $49.6K
|
1.16K
$52K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.15K+ 13.31% |
$39.5K - $49.3K
|
9.8K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.09KNew |
$37.4K - $46.6K
|
1.09K
$48.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.06K+ 8.1% |
$36.4K - $45.4K
|
14.1K
$635K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.04K+ 2.45% |
$35.6K - $44.5K
|
43.4K
$1.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.03K+ 8.61% |
$35.5K - $44.3K
|
13K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.03K+ 0.95% |
$35.4K - $44.2K
|
109K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 3.46% |
$34.8K - $43.4K
|
30.4K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 3.9% |
$34.8K - $43.4K
|
27K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
985+ 5.41% |
$33.8K - $42.2K
|
19.2K
$861K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
982+ 0.1% |
$33.7K - $42.1K
|
1.02M
$45.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
980New |
$33.6K - $42K
|
980
$44K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
975+ 97500.0% |
$33.4K - $41.8K
|
976
$43.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
972+ 8.13% |
$33.3K - $41.6K
|
12.9K
$580K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
968+ 0.76% |
$33.2K - $41.5K
|
129K
$5.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
942+ 1.89% |
$32.3K - $40.3K
|
50.8K
$2.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
897+ 1.47% |
$30.8K - $38.4K
|
61.9K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
853+ 38.74% |
$29.3K - $36.5K
|
3.06K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
831+ 4.26% |
$28.5K - $35.6K
|
20.4K
$914K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
825New |
$28.3K - $35.3K
|
825
$37K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
762+ 4.26% |
$26.1K - $32.6K
|
18.6K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
748+ 2.76% |
$25.7K - $32K
|
27.8K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
740+ 1.78% |
$25.4K - $31.7K
|
42.3K
$1.9M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
722+ 5.65% |
$24.8K - $30.9K
|
13.5K
$607K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
721+ 1.52% |
$24.7K - $30.9K
|
48K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
704+ 0.87% |
$24.1K - $30.2K
|
81.6K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
672+ 1.92% |
$23K - $28.8K
|
35.7K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
670New |
$23K - $28.7K
|
670
$30.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
666+ 6.32% |
$22.8K - $28.5K
|
11.2K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
665+ 40.16% |
$22.8K - $28.5K
|
2.32K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
659+ 4.63% |
$22.6K - $28.2K
|
14.9K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
656+ 10.55% |
$22.5K - $28.1K
|
6.88K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
627New |
$21.5K - $26.9K
|
627
$28.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
623+ 8.42% |
$21.4K - $26.7K
|
8.03K
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
600+ 5.16% |
$20.6K - $25.7K
|
12.2K
$549K
|