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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-66- 0.33% |
$2.71K - $3.04K
|
19.8K
$866K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$187K - $210K
|
4.56K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.9K- 17.08% |
$119K - $133K
|
14.1K
$614K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.96KNew |
$121K - $136K
|
2.96K
$129K
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$192K - $216K
|
4.69K
$205K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
256+ 48.58% |
$10.5K - $11.8K
|
783
$34.2K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.7KNew |
$727K - $815K
|
17.7K
$773K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-211K- 89.42% |
$8.66M - $9.71M
|
25K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 7.36% |
$4.14K - $4.65K
|
1.27K
$55.5K
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-920- 10.34% |
$37.7K - $42.3K
|
7.98K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
58New |
$2.38K - $2.67K
|
58
$2.53K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.5KNew |
$2.03M - $2.28M
|
49.5K
$2.16M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$41 - $46
|
1.43K
$62.5K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
225+ 326.09% |
$9.23K - $10.4K
|
294
$12.8K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25+ 0.67% |
$1.03K - $1.15K
|
3.78K
$165K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1+ 0.02% |
$41 - $46
|
5.22K
$228K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
317New |
$13K - $14.6K
|
317
$13.8K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-67- 0.81% |
$2.75K - $3.08K
|
8.17K
$357K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.44K+ 4.61% |
$182K - $204K
|
101K
$4.39M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
211New |
$8.66K - $9.71K
|
211
$9.21K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-160- 2.33% |
$6.56K - $7.36K
|
6.7K
$292K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.4KNew |
$1.17M - $1.31M
|
28.4K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
207+ 7.13% |
$8.49K - $9.52K
|
3.11K
$136K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.86K+ 19.36% |
$117K - $132K
|
17.7K
$770K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
284+ 0.67% |
$11.6K - $13.1K
|
42.6K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6New |
$246 - $276
|
6
$262
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.21K- 3.45% |
$173K - $194K
|
118K
$5.14M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.5KNew |
$634K - $711K
|
15.5K
$674K
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
655+ 4.1% |
$26.9K - $30.1K
|
16.6K
$726K
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-219- 0.76% |
$8.98K - $10.1K
|
28.7K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.6K- 64.13% |
$433K - $485K
|
5.9K
$257K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
305New |
$12.5K - $14K
|
305
$13.3K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-147- 1.54% |
$6.03K - $6.76K
|
9.4K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.95K+ 24.85% |
$121K - $136K
|
14.8K
$647K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.49KNew |
$184K - $207K
|
4.49K
$196K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.76% |
$3.08K - $3.45K
|
2.64K
$115K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.39K - $1.56K
|
34
$1.48K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
133+ 5.18% |
$5.46K - $6.12K
|
2.7K
$118K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.9K- 22.84% |
$119K - $134K
|
9.81K
$428K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
19.8KNew |
$812K - $910K
|
19.8K
$863K
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-411- 4.17% |
$16.9K - $18.9K
|
9.46K
$413K
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.44KNew |
$223K - $250K
|
5.44K
$237K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.59K- 4.78% |
$394K - $441K
|
191K
$8.34M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
4.7KNew |
$193K - $216K
|
4.7K
$205K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$410 - $460
|
10
$436
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-854- 8.1% |
$35K - $39.3K
|
9.69K
$423K
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-204- 2.51% |
$8.37K - $9.39K
|
7.91K
$345K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.07M - $1.2M
|
26.2K
$1.14M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.34K- 11.21% |
$137K - $154K
|
26.4K
$1.15M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.83KNew |
$198K - $222K
|
4.83K
$211K
|