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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
18.6K+ 7.46% |
$761K - $854K
|
267K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.9K+ 59.36% |
$733K - $822K
|
48K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.7KNew |
$727K - $815K
|
17.7K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 12.18% |
$699K - $784K
|
157K
$7.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.9K+ 62.03% |
$692K - $776K
|
44.1K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16.8K+ 4.24% |
$688K - $771K
|
412K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
16.5K+ 4.91% |
$679K - $761K
|
354K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.9K+ 9.03% |
$654K - $734K
|
193K
$8.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 104.64% |
$654K - $733K
|
31.2K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.9K+ 5.55% |
$653K - $732K
|
303K
$14M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
15.9K+ 4.73% |
$652K - $731K
|
352K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 3.52% |
$651K - $731K
|
467K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.9K+ 6.55% |
$651K - $730K
|
258K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
15.8K+ 5.83% |
$650K - $729K
|
287K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.8KNew |
$649K - $728K
|
15.8K
$732K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15.7K+ 6.13% |
$645K - $724K
|
272K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.7K+ 22.9% |
$642K - $720K
|
84K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.5KNew |
$634K - $711K
|
15.5K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5KNew |
$634K - $711K
|
15.5K
$715K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
14.2KNew |
$583K - $654K
|
14.2K
$657K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.9K+ 36.86% |
$569K - $638K
|
51.5K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.8K+ 32.97% |
$566K - $635K
|
55.6K
$2.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.98% |
$547K - $614K
|
348K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
12.9K+ 12.58% |
$529K - $594K
|
115K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.8KNew |
$525K - $589K
|
12.8K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12.6K+ 128.77% |
$517K - $580K
|
22.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 70.03% |
$515K - $578K
|
30.5K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
12.5K+ 24.66% |
$513K - $576K
|
63.3K
$2.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12K+ 1.15% |
$492K - $552K
|
1.06M
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12K+ 155.41% |
$492K - $551K
|
19.7K
$911K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6K+ 1.99% |
$477K - $535K
|
596K
$27.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.7K+ 10.81% |
$439K - $492K
|
110K
$5.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5K+ 91.86% |
$430K - $483K
|
21.9K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.3K+ 2.59% |
$422K - $474K
|
407K
$18.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$418K - $469K
|
10.2K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
10.1K+ 17.7% |
$415K - $466K
|
67.4K
$3.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.73K+ 123.29% |
$399K - $448K
|
17.6K
$815K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.52K+ 9.79% |
$391K - $438K
|
107K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
9.2K+ 7.49% |
$378K - $423K
|
132K
$6.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.02K+ 48.11% |
$370K - $415K
|
27.8K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
9.02KNew |
$370K - $415K
|
9.02K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.01KNew |
$370K - $415K
|
9.01K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.74K+ 809.92% |
$358K - $402K
|
9.82K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.71K+ 12.84% |
$357K - $401K
|
76.6K
$3.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.7K+ 20.82% |
$357K - $400K
|
50.5K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.25K+ 2.14% |
$338K - $379K
|
394K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.95K+ 4.62% |
$326K - $366K
|
180K
$8.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.93K+ 12.94% |
$325K - $365K
|
69.2K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
7.86K+ 4.6% |
$322K - $362K
|
179K
$8.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.86KNew |
$322K - $361K
|
7.86K
$363K
|