Latest Institutional Transactions on Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.17K+ 28.15% |
$273K - $306K
|
28.1K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.08KNew |
$225K - $252K
|
5.08K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
34.6KNew |
$1.54M - $1.72M
|
34.6K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.2K- 11.96% |
$897K - $1M
|
149K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 1.21% |
$88.7 - $99.1
|
163
$7.15K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 5.61% |
$47K - $52.6K
|
17.8K
$783K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-134- 2.17% |
$5.94K - $6.64K
|
6.04K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-484- 3.72% |
$21.5K - $24K
|
12.5K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.45KNew |
$419K - $468K
|
9.45K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.1K+ 5.05% |
$1.47M - $1.64M
|
687K
$30.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.5K- 13.59% |
$200K - $223K
|
28.6K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-207- 3.61% |
$9.18K - $10.3K
|
5.53K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.21K- 14.65% |
$187K - $209K
|
24.5K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.3K+ 2047.8% |
$1.88M - $2.1M
|
44.4K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.13K- 2.56% |
$49.9K - $55.8K
|
42.9K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.18K- 1.93% |
$52.3K - $58.5K
|
59.9K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.65% |
$266 - $297
|
929
$40.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
615+ 0.97% |
$27.3K - $30.5K
|
63.9K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.47K+ 5.77% |
$110K - $122K
|
45.3K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.44K- 7.52% |
$63.7K - $71.2K
|
17.7K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-12- 0.48% |
$532 - $595
|
2.49K
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.36K+ 5.51% |
$238K - $266K
|
103K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20.2K- 4.34% |
$895K - $1M
|
445K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.07% |
$665 - $743
|
20.1K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.6K+ 45.74% |
$248K - $277K
|
17.8K
$783K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
115+ 0.94% |
$5.1K - $5.7K
|
12.4K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-42- 0.3% |
$1.86K - $2.08K
|
14.1K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 20.29% |
$80K - $89.4K
|
10.7K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.42K- 0.4% |
$62.7K - $70.1K
|
352K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-492- 1.39% |
$21.8K - $24.4K
|
34.8K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
291+ 2.59% |
$12.9K - $14.4K
|
11.5K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.65K+ 51.6% |
$206K - $230K
|
13.7K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-436- 4.39% |
$19.3K - $21.6K
|
9.49K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62New |
$2.75K - $3.07K
|
62
$2.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.38K+ 4.45% |
$150K - $167K
|
79.2K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
725+ 7.42% |
$32.1K - $35.9K
|
10.5K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.09K- 3.15% |
$359K - $401K
|
249K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
925+ 4.17% |
$41K - $45.8K
|
23.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 2.37% |
$90.1K - $101K
|
87.8K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
994+ 1.38% |
$44.1K - $49.3K
|
72.8K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
604KNew |
$26.8M - $29.9M
|
604K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$399 - $446
|
12.5K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
148+ 2.41% |
$6.56K - $7.33K
|
6.28K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.18K+ 11.22% |
$185K - $207K
|
41.4K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 8.96% |
$78.2K - $87.4K
|
21.5K
$942K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
104+ 1.01% |
$4.61K - $5.15K
|
10.4K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-5.21K- 44.11% |
$231K - $258K
|
6.6K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19.5K- 6.55% |
$862K - $964K
|
277K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-57- 0.77% |
$2.53K - $2.82K
|
7.33K
$322K
|