Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q1 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
Apr 25, 2022 Q1 2022
Personal Wealth Partners

Bloomington, MN
BUY
 -
7.85K
+ 2.19%
$313K - $357K
366K $16.9M
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
BUY
 -
7.71K
New
$308K - $351K
7.71K $356K
May 11, 2022 Q1 2022
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
7.67K
+ 25.79%
$306K - $349K
37.4K $1.73M
Apr 28, 2022 Q1 2022
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
7.47K
+ 7.3%
$298K - $340K
110K $5.08M
Apr 14, 2022 Q1 2022
Flower City Capital

BUY
 -
7.44K
New
$297K - $338K
7.44K $344K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
7.39K
+ 69.42%
$295K - $336K
18K $833K
Apr 15, 2022 Q1 2022
Claremont Financial Group, Inc.

Claremont, CA
BUY
 -
7.16K
+ 9950.0%
$286K - $326K
7.24K $335K
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
7.11K
New
$284K - $324K
7.11K $329K
May 16, 2022 Q1 2022
Wealth Advisory Solutions, LLC

BUY
 -
6.82K
+ 43.44%
$272K - $310K
22.5K $1.04M
May 05, 2022 Q1 2022
Flynn Zito Capital Management, LLC

BUY
 -
6.76K
+ 7.83%
$270K - $308K
93.1K $4.31M
May 05, 2022 Q1 2022
Montz Harcus Wealth Management LLC

BUY
 -
6.62K
+ 7.96%
$264K - $301K
89.8K $4.15M
May 10, 2022 Q1 2022
Pecaut & Co.

BUY
 -
6.53K
+ 17.08%
$260K - $297K
44.7K $2.07M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
6.27K
+ 79.88%
$250K - $285K
14.1K $653K
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
6.1K
New
$243K - $277K
6.1K $282K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
6.02K
+ 5.15%
$240K - $274K
123K $5.67M
Apr 12, 2022 Q1 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
5.99K
+ 8.88%
$239K - $272K
73.4K $3.39M
May 13, 2022 Q1 2022
9258 Wealth Management, LLC

BUY
 -
5.87K
New
$234K - $267K
5.87K $271K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.67K
New
$226K - $258K
5.67K $262K
Apr 29, 2022 Q1 2022
Straight Path Wealth Management

BUY
 -
5.41K
+ 12.6%
$216K - $246K
48.3K $2.23M
May 12, 2022 Q1 2022
Sadoff Investment Management LLC

BUY
 -
5.36K
New
$214K - $244K
5.36K $248K
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.23K
+ 41.7%
$209K - $238K
17.8K $821K
May 10, 2022 Q1 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
5.17K
New
$206K - $235K
5.17K $239K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
5.03K
+ 479.5%
$201K - $229K
6.08K $281K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
4.71K
+ 46.88%
$188K - $214K
14.8K $683K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
4.69K
+ 3.96%
$187K - $213K
123K $5.69M
Apr 12, 2022 Q1 2022
Cooper Financial Group

BUY
 -
4.61K
+ 17.03%
$184K - $210K
31.7K $1.47M
Dec 15, 2022 Q1 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
4.18K
+ 4.85%
$167K - $190K
90.2K $4.17M
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
4.16K
New
$166K - $189K
4.16K $192K
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
4.03K
+ 13.28%
$161K - $183K
34.4K $1.59M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

BUY
 -
3.99K
+ 42.05%
$159K - $182K
13.5K $624K
May 04, 2022 Q1 2022
Windsor Capital Management, LLC

BUY
 -
3.97K
+ 1.85%
$158K - $180K
219K $10.1M
May 05, 2022 Q1 2022
Cahaba Wealth Management, Inc.

BUY
 -
3.95K
+ 3.19%
$158K - $180K
128K $5.91M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
3.88K
+ 5.67%
$155K - $176K
72.3K $3.34M
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

BUY
 -
3.73K
+ 493.13%
$149K - $170K
4.49K $208K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
3.71K
+ 62.9%
$148K - $169K
9.61K $444K
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
3.43K
+ 5.53%
$137K - $156K
65.5K $3.03M
Apr 11, 2022 Q1 2022
H&H Retirement Design & Management Inc

BUY
 -
3.4K
+ 20.98%
$135K - $154K
19.6K $905K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.09K
New
$123K - $140K
3.09K $143K
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.07K
+ 4.72%
$123K - $140K
68.2K $3.15M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.03K
+ 22.34%
$121K - $138K
16.6K $767K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.91K
New
$116K - $132K
2.91K $135K
Apr 08, 2022 Q1 2022
Nikulski Financial, Inc.

BUY
 -
2.82K
+ 14.78%
$112K - $128K
21.9K $1.01M
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.75K
+ 7.06%
$110K - $125K
41.7K $1.93M
Apr 20, 2022 Q1 2022
Valicenti Advisory Services Inc

BUY
 -
2.65K
+ 8.94%
$106K - $121K
32.3K $1.49M
Jul 28, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
2.61K
+ 6.55%
$104K - $119K
42.5K $1.96M
Apr 27, 2022 Q1 2022
Helen Stephens Group, LLC

BUY
 -
2.58K
+ 21.64%
$103K - $117K
14.5K $669K
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

BUY
 -
2.47K
+ 13.13%
$98.6K - $112K
21.3K $985K
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.35K
+ 51.74%
$93.8K - $107K
6.9K $319K
May 10, 2022 Q1 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
2.18K
+ 46.8%
$86.8K - $99K
6.83K $316K

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