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 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
44.3K+ 3.06% |
$1.97M - $2.2M
|
1.49M
$65.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-129- 1.68% |
$5.72K - $6.39K
|
7.54K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.7K+ 8.15% |
$1.09M - $1.22M
|
327K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.78K+ 7.63% |
$123K - $138K
|
39.2K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 0.12% |
$6.96K - $7.78K
|
136K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.21K+ 1.56% |
$53.6K - $60K
|
78.7K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-336- 1.01% |
$14.9K - $16.6K
|
32.8K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.64K+ 17.78% |
$117K - $131K
|
17.5K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9.04K- 13.42% |
$401K - $448K
|
58.3K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.2K+ 15.95% |
$2.05M - $2.29M
|
336K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-37.9K- 57.26% |
$1.68M - $1.88M
|
28.3K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$266 - $297
|
39.2K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-197K- 91.21% |
$8.72M - $9.74M
|
19K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.35K+ 4.24% |
$60K - $67.1K
|
33.3K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.07K+ 52.59% |
$225K - $251K
|
14.7K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.71K+ 6.34% |
$75.9K - $84.9K
|
28.7K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.27K+ 5.71% |
$411K - $459K
|
172K
$7.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.18K- 8.41% |
$407K - $455K
|
100K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 27.07% |
$77.8K - $86.9K
|
4.73K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.03% |
$88.7 - $99.1
|
6.05K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
100K+ 14.14% |
$4.44M - $4.97M
|
809K
$35.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.84K- 11.68% |
$81.3K - $90.9K
|
13.9K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 4.57% |
$54.3K - $60.7K
|
28K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.35K+ 5.71% |
$237K - $265K
|
99K
$4.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
422+ 5.59% |
$18.7K - $20.9K
|
7.97K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-302- 1.73% |
$13.4K - $15K
|
17.1K
$747K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
388+ 0.9% |
$17.2K - $19.2K
|
43.3K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.6KNew |
$1.67M - $1.86M
|
37.6K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.56K+ 2.57% |
$202K - $226K
|
182K
$7.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18.7K+ 24.2% |
$830K - $927K
|
96K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 12.63% |
$76.1K - $85.1K
|
15.3K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 0.39% |
$118K - $132K
|
682K
$29.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.69K+ 5.93% |
$119K - $133K
|
48K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.89K+ 1.69% |
$350K - $391K
|
475K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
509+ 10.53% |
$22.6K - $25.2K
|
5.34K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4KNew |
$594K - $664K
|
13.4K
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.69K+ 6.15% |
$341K - $381K
|
133K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-3.68K- 19.23% |
$163K - $183K
|
15.5K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
540+ 1.62% |
$23.9K - $26.8K
|
33.8K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.66K- 3.95% |
$295K - $330K
|
162K
$7.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-162- 3.5% |
$7.18K - $8.03K
|
4.46K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.31K+ 8.94% |
$57.9K - $64.7K
|
15.9K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$222 - $248
|
23.7K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5.14KNew |
$228K - $255K
|
5.14K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-23K- 24.9% |
$1.02M - $1.14M
|
69.3K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-26.4K- 14.86% |
$1.17M - $1.31M
|
151K
$6.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$222 - $248
|
6.49K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.58K- 5.07% |
$159K - $178K
|
67.1K
$2.93M
|