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 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-287- 2.88% |
$12.7K - $14.2K
|
9.68K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.46K+ 32.33% |
$109K - $122K
|
10.1K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$211K - $236K
|
4.77K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
293+ 3.29% |
$13K - $14.5K
|
9.21K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
125+ 0.61% |
$5.54K - $6.19K
|
20.7K
$902K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.49K- 29.26% |
$110K - $123K
|
6.02K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 32.14% |
$138K - $154K
|
6.58K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
6.51K+ 61.26% |
$289K - $323K
|
17.1K
$748K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 2.22% |
$7.23K - $8.08K
|
7.5K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.55K+ 38.99% |
$158K - $176K
|
12.7K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.01K- 50.05% |
$266K - $298K
|
5.99K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500- 5.98% |
$22.2K - $24.8K
|
7.87K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
875+ 6.35% |
$38.8K - $43.4K
|
14.7K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
830+ 7.62% |
$36.8K - $41.1K
|
11.7K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.96K+ 10.78% |
$175K - $196K
|
40.7K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109K+ 116.6% |
$4.83M - $5.4M
|
203K
$8.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 2.57% |
$66.2K - $74K
|
56.7K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$266 - $297
|
5.36K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-20.4K- 7.51% |
$906K - $1.01M
|
252K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.29K- 5.74% |
$190K - $213K
|
70.5K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-280- 5.43% |
$12.4K - $13.9K
|
4.88K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-644- 4.89% |
$28.5K - $31.9K
|
12.5K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
98.1K+ 68.85% |
$4.35M - $4.86M
|
241K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.24K+ 7.0% |
$54.7K - $61.2K
|
18.9K
$824K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.53K+ 41.93% |
$112K - $125K
|
8.56K
$373K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.94K+ 1.13% |
$263K - $295K
|
532K
$23.2M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19.8K+ 4.8% |
$877K - $981K
|
432K
$18.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-53- 20.87% |
$2.35K - $2.63K
|
201
$8.77K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.89K+ 44.55% |
$261K - $292K
|
19.1K
$834K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6+ 0.08% |
$266 - $297
|
7.52K
$328K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.36KNew |
$415K - $464K
|
9.36K
$408K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7KNew |
$310K - $347K
|
7K
$305K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
155+ 0.27% |
$6.87K - $7.68K
|
58.4K
$2.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.97K+ 10.19% |
$442K - $494K
|
108K
$4.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
18.4K+ 159.75% |
$814K - $910K
|
29.9K
$1.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 2.1% |
$81.1K - $90.6K
|
85.1K
$3.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-272K- 95.64% |
$12M - $13.5M
|
12.4K
$541K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.87K- 0.23% |
$83.1K - $92.9K
|
812K
$35.4M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5.6K- 71.52% |
$230K - $258K
|
2.23K
$97.3K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-666- 11.28% |
$27.3K - $30.6K
|
5.24K
$229K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-535- 2.05% |
$21.9K - $24.6K
|
25.6K
$1.12M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 50.23% |
$143K - $160K
|
10.4K
$454K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
24New |
$984 - $1.1K
|
24
$1.05K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-331- 48.89% |
$13.6K - $15.2K
|
346
$15.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-77- 6.75% |
$3.16K - $3.54K
|
1.06K
$46.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125New |
$5.13K - $5.75K
|
125
$5.45K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1K- 17.3% |
$41K - $46K
|
4.78K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$176K - $198K
|
4.3K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-25- 21.19% |
$1.03K - $1.15K
|
93
$4.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.35K- 83.0% |
$55.3K - $62K
|
276
$12K
|
|