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 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.57KNew |
$187K - $210K
|
4.57K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$187K - $210K
|
4.56K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.55K+ 14.67% |
$187K - $209K
|
35.6K
$1.66M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.53KNew |
$186K - $209K
|
4.53K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.49KNew |
$184K - $207K
|
4.49K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.47KNew |
$183K - $206K
|
4.47K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 4.06% |
$183K - $205K
|
114K
$5.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$182K - $205K
|
4.45K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45K+ 13.1% |
$182K - $205K
|
38.4K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.44K+ 4.61% |
$182K - $204K
|
101K
$4.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
4.35K+ 5.53% |
$178K - $200K
|
83.1K
$3.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$176K - $198K
|
4.3K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.23K+ 12.08% |
$174K - $195K
|
39.3K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.21K+ 2.43% |
$172K - $193K
|
177K
$8.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.17K+ 15.06% |
$171K - $192K
|
31.9K
$1.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.12K+ 37.7% |
$169K - $190K
|
15K
$701K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.01K+ 43.59% |
$165K - $185K
|
13.2K
$616K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
3.98K+ 59.73% |
$163K - $183K
|
10.6K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 57.07% |
$162K - $181K
|
10.8K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.71K+ 52.46% |
$152K - $171K
|
10.8K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.62K+ 1.55% |
$148K - $166K
|
238K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.48K+ 13.66% |
$143K - $160K
|
29K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.43K+ 18.27% |
$140K - $158K
|
22.2K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.42K+ 7.15% |
$140K - $157K
|
51.2K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.4K+ 14.3% |
$140K - $156K
|
27.2K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.38K+ 28.65% |
$139K - $155K
|
15.2K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.37K+ 1.47% |
$138K - $155K
|
233K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.28K+ 41.81% |
$134K - $151K
|
11.1K
$518K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.15K+ 1.82% |
$129K - $145K
|
176K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.96KNew |
$121K - $136K
|
2.96K
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 2.29% |
$121K - $136K
|
132K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.95K+ 24.85% |
$121K - $136K
|
14.8K
$690K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$120K - $135K
|
2.93K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.9K+ 2.42% |
$119K - $134K
|
123K
$5.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.86K+ 19.36% |
$117K - $132K
|
17.7K
$822K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.86K+ 3.91% |
$117K - $131K
|
75.9K
$3.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.85K+ 4.73% |
$117K - $131K
|
63K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.84K+ 4.24% |
$116K - $131K
|
69.8K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.67K+ 7.86% |
$110K - $123K
|
36.7K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.65K+ 1.7% |
$109K - $122K
|
159K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.56K+ 4.92% |
$105K - $118K
|
54.4K
$2.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.53K+ 4.31% |
$104K - $116K
|
61.1K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.5K+ 0.45% |
$102K - $115K
|
562K
$26.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.45K+ 3.17% |
$100K - $113K
|
79.6K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.43K+ 6.31% |
$99.8K - $112K
|
41K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.42K+ 3.96% |
$99.3K - $111K
|
63.5K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.41K+ 5.53% |
$98.9K - $111K
|
46K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.34K+ 160.82% |
$96K - $108K
|
3.8K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 4.88% |
$95.8K - $107K
|
50.2K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.3K+ 0.93% |
$94.5K - $106K
|
250K
$11.6M
|