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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
110+ 0.72% |
$3.77K - $4.71K
|
15.4K
$693K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
106+ 0.21% |
$3.64K - $4.54K
|
50.6K
$2.27M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$3.43K - $4.28K
|
100
$4.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
97+ 0.44% |
$3.33K - $4.15K
|
22.2K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
92+ 1.64% |
$3.16K - $3.94K
|
5.7K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
90+ 0.65% |
$3.09K - $3.85K
|
13.8K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
89+ 2.34% |
$3.05K - $3.81K
|
3.9K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
85+ 0.55% |
$2.92K - $3.64K
|
15.6K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
81+ 1.13% |
$2.78K - $3.47K
|
7.27K
$326K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
74+ 8.19% |
$2.54K - $3.17K
|
977
$43.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
73+ 0.16% |
$2.5K - $3.13K
|
47.1K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
72+ 4.3% |
$2.47K - $3.08K
|
1.75K
$78.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
71+ 0.3% |
$2.44K - $3.04K
|
24K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
68+ 0.99% |
$2.33K - $2.91K
|
6.95K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
64New |
$2.2K - $2.74K
|
64
$2.87K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
64+ 23.79% |
$2.2K - $2.74K
|
333
$14.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
63+ 53.85% |
$2.16K - $2.7K
|
180
$8.08K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.51K - $1.88K
|
44
$1.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 0.45% |
$1.51K - $1.88K
|
9.93K
$446K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 20.85% |
$1.51K - $1.88K
|
255
$11.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
43+ 0.32% |
$1.47K - $1.84K
|
13.6K
$608K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
42+ 0.3% |
$1.44K - $1.8K
|
14.3K
$640K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 0.7% |
$1.37K - $1.71K
|
5.73K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
39+ 0.21% |
$1.34K - $1.67K
|
19K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33+ 0.44% |
$1.13K - $1.41K
|
7.5K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32+ 0.12% |
$1.1K - $1.37K
|
27.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
26New |
$892 - $1.11K
|
26
$1.17K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
19+ 1.86% |
$652 - $814
|
1.04K
$46.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
18+ 0.11% |
$617 - $771
|
17.1K
$770K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
15+ 0.72% |
$515 - $642
|
2.1K
$94.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13New |
$446 - $557
|
13
$584
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
11+ 0.04% |
$377 - $471
|
30.8K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8+ 0.02% |
$274 - $343
|
36.7K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$206 - $257
|
6
$269
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.1% |
$172 - $214
|
4.86K
$218K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.74% |
$172 - $214
|
678
$30.4K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.03% |
$172 - $214
|
18.3K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.44% |
$172 - $214
|
1.15K
$51.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.25% |
$137 - $171
|
1.59K
$71.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$137 - $171
|
4
$180
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.04% |
$103 - $128
|
8.51K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.62% |
$103 - $128
|
490
$22K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.05% |
$103 - $128
|
5.5K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$34.3 - $42.8
|
2.01K
$90.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.66% |
$34.3 - $42.8
|
153
$6.87K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.33% |
$34.3 - $42.8
|
76
$3.41K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 2.17% |
$34.3 - $42.8
|
47
$2.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.33% |
$34.3 - $42.8
|
76
$3.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.8% |
$34.3 - $42.8
|
126
$5.66K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|