Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-204- 4.04% |
$8.37K - $9.39K
|
4.85K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-204- 2.51% |
$8.37K - $9.39K
|
7.91K
$366K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-215- 3.86% |
$8.82K - $9.89K
|
5.36K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-217- 3.18% |
$8.9K - $9.98K
|
6.61K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-217- 4.44% |
$8.9K - $9.98K
|
4.67K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-219- 0.76% |
$8.98K - $10.1K
|
28.7K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-227- 1.75% |
$9.31K - $10.4K
|
12.8K
$591K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-228- 3.51% |
$9.35K - $10.5K
|
6.27K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-230- 2.01% |
$9.43K - $10.6K
|
11.2K
$519K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-235- 2.97% |
$9.64K - $10.8K
|
7.67K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-241- 2.98% |
$9.89K - $11.1K
|
7.86K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-262- 3.35% |
$10.7K - $12.1K
|
7.55K
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-262- 1.29% |
$10.7K - $12.1K
|
20.1K
$928K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-263- 2.82% |
$10.8K - $12.1K
|
9.06K
$419K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-266- 2.01% |
$10.9K - $12.2K
|
12.9K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-276- 1.59% |
$11.3K - $12.7K
|
17.1K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-290- 2.47% |
$11.9K - $13.3K
|
11.5K
$529K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-292- 3.39% |
$12K - $13.4K
|
8.32K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-302- 3.49% |
$12.4K - $13.9K
|
8.36K
$386K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-304- 0.42% |
$12.5K - $14K
|
71.8K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-314- 4.59% |
$12.9K - $14.4K
|
6.53K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-314- 3.79% |
$12.9K - $14.4K
|
7.98K
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-318- 0.82% |
$13K - $14.6K
|
38.4K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-325- 10.75% |
$13.3K - $15K
|
2.7K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-330- 0.22% |
$13.5K - $15.2K
|
148K
$6.83M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-331- 48.89% |
$13.6K - $15.2K
|
346
$16K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-338- 1.83% |
$13.9K - $15.6K
|
18.1K
$836K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-349- 29.98% |
$14.3K - $16.1K
|
815
$37.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-358- 6.96% |
$14.7K - $16.5K
|
4.79K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-363- 1.92% |
$14.9K - $16.7K
|
18.6K
$859K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-365- 6.27% |
$15K - $16.8K
|
5.46K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-368- 7.02% |
$15.1K - $16.9K
|
4.88K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-382- 1.09% |
$15.7K - $17.6K
|
34.6K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-398- 0.39% |
$16.3K - $18.3K
|
102K
$4.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-411- 4.17% |
$16.9K - $18.9K
|
9.46K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-423- 8.38% |
$17.4K - $19.5K
|
4.63K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-427- 0.49% |
$17.5K - $19.6K
|
87K
$4.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-428- 0.74% |
$17.6K - $19.7K
|
57.5K
$2.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-440- 7.45% |
$18K - $20.2K
|
5.47K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-454- 4.33% |
$18.6K - $20.9K
|
10K
$464K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-461- 0.62% |
$18.9K - $21.2K
|
73.5K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-467- 0.63% |
$19.2K - $21.5K
|
74K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-481- 4.15% |
$19.7K - $22.1K
|
11.1K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-485- 0.83% |
$19.9K - $22.3K
|
58.2K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-519- 35.57% |
$21.3K - $23.9K
|
940
$43.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-520- 0.4% |
$21.3K - $23.9K
|
129K
$5.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-532- 4.4% |
$21.8K - $24.5K
|
11.6K
$534K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-547- 10.62% |
$22.4K - $25.2K
|
4.61K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-559- 31.64% |
$22.9K - $25.7K
|
1.21K
$55.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-571- 3.51% |
$23.4K - $26.3K
|
15.7K
$726K
|