Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-292- 2.29% |
$10K - $12.5K
|
12.4K
$543K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-305- 43.57% |
$10.5K - $13.1K
|
395
$17.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-306- 3.62% |
$10.5K - $13.1K
|
8.14K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-346- 24.26% |
$11.9K - $14.8K
|
1.08K
$47.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-351- 27.49% |
$12K - $15K
|
926
$40.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-360- 2.76% |
$12.3K - $15.4K
|
12.7K
$553K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-410- 5.17% |
$14.1K - $17.6K
|
7.52K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-427- 4.23% |
$14.6K - $18.3K
|
9.66K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-442- 3.44% |
$15.2K - $18.9K
|
12.4K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-444- 5.48% |
$15.2K - $19K
|
7.66K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-453- 0.58% |
$15.5K - $19.4K
|
77.1K
$3.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-463- 6.35% |
$15.9K - $19.8K
|
6.83K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-478- 1.45% |
$16.4K - $20.5K
|
32.4K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-513- 0.13% |
$17.6K - $22K
|
389K
$17M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-518- 3.31% |
$17.8K - $22.2K
|
15.1K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-526- 1.36% |
$18K - $22.5K
|
38.1K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-527- 7.8% |
$18.1K - $22.6K
|
6.23K
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-528- 1.48% |
$18.1K - $22.6K
|
35K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-542- 3.98% |
$18.6K - $23.2K
|
13.1K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-587- 15.81% |
$20.1K - $25.1K
|
3.13K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-606- 9.66% |
$20.8K - $26K
|
5.67K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-616- 3.5% |
$21.1K - $26.4K
|
17K
$741K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-617- 3.62% |
$21.2K - $26.4K
|
16.4K
$716K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-627- 9.96% |
$21.5K - $26.9K
|
5.67K
$247K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-628- 3.5% |
$21.5K - $26.9K
|
17.3K
$756K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-644- 0.37% |
$22.1K - $27.6K
|
174K
$7.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-743- 6.36% |
$25.5K - $31.8K
|
10.9K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-764- 1.19% |
$26.2K - $32.7K
|
63.3K
$2.76M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-776- 3.66% |
$26.6K - $33.2K
|
20.4K
$891K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-779- 8.56% |
$26.7K - $33.4K
|
8.32K
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-783- 4.57% |
$26.9K - $33.5K
|
16.4K
$713K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-807- 7.6% |
$27.7K - $34.6K
|
9.81K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-823- 2.89% |
$28.2K - $35.2K
|
27.7K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-833- 51.71% |
$28.6K - $35.7K
|
778
$33.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-843- 0.86% |
$28.9K - $36.1K
|
97.3K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-866- 99.77% |
$29.7K - $37.1K
|
2
$87.3
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-873- 0.83% |
$29.9K - $37.4K
|
104K
$4.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-893- 13.7% |
$30.6K - $38.2K
|
5.62K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-903- 2.61% |
$31K - $38.7K
|
33.6K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-907- 14.71% |
$31.1K - $38.8K
|
5.26K
$229K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1K- 14.75% |
$34.3K - $42.8K
|
5.78K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1K- 5.51% |
$34.4K - $43K
|
17.2K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1K- 6.03% |
$34.4K - $43K
|
15.6K
$682K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 15.56% |
$35.2K - $43.9K
|
5.56K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-1.05K- 5.54% |
$36K - $45K
|
17.9K
$781K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.05K- 45.5% |
$36K - $45K
|
1.26K
$54.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.06K- 5.99% |
$36.4K - $45.4K
|
16.7K
$727K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.08K- 11.3% |
$37K - $46.2K
|
8.46K
$369K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.13K- 19.12% |
$38.8K - $48.5K
|
4.79K
$209K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.13K- 19.12% |
$38.8K - $48.5K
|
4.79K
$209K
|