Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.34M+ 4986.79% |
$192M - $215M
|
4.42M
$205M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
604KNew |
$26.8M - $29.9M
|
604K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
332KNew |
$14.7M - $16.4M
|
332K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
163K+ 3.13% |
$7.23M - $8.09M
|
5.38M
$249M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
123K+ 6.46% |
$5.46M - $6.11M
|
2.03M
$93.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120KNew |
$5.32M - $5.95M
|
120K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109K+ 116.6% |
$4.83M - $5.4M
|
203K
$9.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
100K+ 14.14% |
$4.44M - $4.97M
|
809K
$37.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
99.5KNew |
$4.41M - $4.93M
|
99.5K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
98.1K+ 68.85% |
$4.35M - $4.86M
|
241K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.1K+ 7.45% |
$4.08M - $4.56M
|
1.33M
$61.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
67.1KNew |
$2.97M - $3.32M
|
67.1K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
66.5KNew |
$2.95M - $3.3M
|
66.5K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
65.3KNew |
$2.9M - $3.24M
|
65.3K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60.2K+ 41.89% |
$2.67M - $2.98M
|
204K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
55.2K+ 7.09% |
$2.45M - $2.74M
|
835K
$38.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
48.9K+ 169.61% |
$2.17M - $2.42M
|
77.7K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.2K+ 15.95% |
$2.05M - $2.29M
|
336K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
45.8KNew |
$2.03M - $2.27M
|
45.8K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45.5K+ 22.54% |
$2.02M - $2.25M
|
247K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
44.3K+ 3.06% |
$1.97M - $2.2M
|
1.49M
$69.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.3K+ 2047.8% |
$1.88M - $2.1M
|
44.4K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40.2K+ 298.33% |
$1.78M - $1.99M
|
53.6K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.6KNew |
$1.67M - $1.86M
|
37.6K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
34.6KNew |
$1.54M - $1.72M
|
34.6K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33.6KNew |
$1.49M - $1.67M
|
33.6K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.1K+ 5.05% |
$1.47M - $1.64M
|
687K
$31.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
32.4K+ 595.44% |
$1.44M - $1.6M
|
37.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
31KNew |
$1.37M - $1.54M
|
31K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.6K+ 6.89% |
$1.35M - $1.51M
|
474K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.8K+ 12.58% |
$1.23M - $1.38M
|
249K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
27.4K+ 20.14% |
$1.21M - $1.36M
|
163K
$7.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
24.8KNew |
$1.1M - $1.23M
|
24.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.7K+ 8.15% |
$1.09M - $1.22M
|
327K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 10.38% |
$1.09M - $1.22M
|
262K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.4K+ 11.22% |
$1.08M - $1.21M
|
242K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
22.4K+ 4.43% |
$993K - $1.11M
|
528K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 7.43% |
$930K - $1.04M
|
303K
$14M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19.8K+ 4.8% |
$877K - $981K
|
432K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.2K+ 3.05% |
$850K - $951K
|
647K
$29.9M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
19.1K+ 7.63% |
$846K - $945K
|
269K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18.7K+ 24.2% |
$830K - $927K
|
96K
$4.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
18.4K+ 159.75% |
$814K - $910K
|
29.9K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.7K+ 16.13% |
$783K - $876K
|
127K
$5.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.2K+ 6.62% |
$720K - $805K
|
262K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.6KNew |
$604K - $675K
|
13.6K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4KNew |
$594K - $664K
|
13.4K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 14.41% |
$524K - $586K
|
93.9K
$4.34M
|