Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-155- 0.51% |
$6.16K - $6.69K
|
30.5K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-169- 1.65% |
$6.72K - $7.29K
|
10.1K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-177- 25.14% |
$7.04K - $7.64K
|
527
$24.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-179- 1.36% |
$7.12K - $7.72K
|
13K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-179- 0.37% |
$7.12K - $7.72K
|
48.8K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-187- 2.34% |
$7.43K - $8.07K
|
7.81K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-192- 0.23% |
$7.63K - $8.28K
|
81.7K
$3.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-194- 0.68% |
$7.71K - $8.37K
|
28.3K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 1.06% |
$7.95K - $8.63K
|
18.7K
$873K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-208- 84.9% |
$8.27K - $8.98K
|
37
$1.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-215- 0.51% |
$8.55K - $9.28K
|
42.1K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-218- 2.56% |
$8.67K - $9.41K
|
8.29K
$386K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-221- 18.39% |
$8.78K - $9.54K
|
981
$45.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-223- 2.45% |
$8.86K - $9.62K
|
8.88K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-235- 3.27% |
$9.34K - $10.1K
|
6.95K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-238- 4.5% |
$9.46K - $10.3K
|
5.05K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-238- 4.25% |
$9.46K - $10.3K
|
5.36K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-245- 3.96% |
$9.74K - $10.6K
|
5.95K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-261- 1.8% |
$10.4K - $11.3K
|
14.3K
$665K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-265- 2.07% |
$10.5K - $11.4K
|
12.5K
$582K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-273- 6.29% |
$10.9K - $11.8K
|
4.07K
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-288- 2.33% |
$11.4K - $12.4K
|
12.1K
$563K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-299- 0.16% |
$11.9K - $12.9K
|
182K
$8.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-302- 2.97% |
$12K - $13K
|
9.87K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-321- 3.14% |
$12.8K - $13.9K
|
9.91K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-322- 7.4% |
$12.8K - $13.9K
|
4.03K
$187K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-357- 1.3% |
$14.2K - $15.4K
|
27.1K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-362- 5.73% |
$14.4K - $15.6K
|
5.96K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-363- 2.93% |
$14.4K - $15.7K
|
12K
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-370- 70.88% |
$14.7K - $16K
|
152
$7.08K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-373- 0.68% |
$14.8K - $16.1K
|
54.9K
$2.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-391- 4.71% |
$15.5K - $16.9K
|
7.9K
$368K
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-396- 2.68% |
$15.7K - $17.1K
|
14.4K
$669K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-407- 5.49% |
$16.2K - $17.6K
|
7.01K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-417- 1.0% |
$16.6K - $18K
|
41.4K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-426- 0.3% |
$16.9K - $18.4K
|
143K
$6.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-427- 7.46% |
$17K - $18.4K
|
5.3K
$247K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-444- 1.87% |
$17.6K - $19.2K
|
23.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-463- 4.95% |
$18.4K - $20K
|
8.9K
$414K
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-481- 0.82% |
$19.1K - $20.8K
|
58K
$2.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-483- 2.74% |
$19.2K - $20.8K
|
17.2K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-495- 0.84% |
$19.7K - $21.4K
|
58.6K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-515- 3.36% |
$20.5K - $22.2K
|
14.8K
$690K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-557- 8.61% |
$22.1K - $24K
|
5.91K
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-562- 1.48% |
$22.3K - $24.3K
|
37.4K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-568- 8.71% |
$22.6K - $24.5K
|
5.96K
$277K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-581- 8.48% |
$23.1K - $25.1K
|
6.27K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-600- 7.15% |
$23.9K - $25.9K
|
7.79K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-600- 7.07% |
$23.9K - $25.9K
|
7.89K
$367K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-609- 9.47% |
$24.2K - $26.3K
|
5.82K
$271K
|