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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-155- 0.51% |
$6.16K - $6.69K
|
30.5K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.12M- 95.41% |
$44.5M - $48.4M
|
53.9K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
11.2K+ 8.28% |
$444K - $482K
|
146K
$6.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 7.4% |
$63.8K - $69.2K
|
20.1K
$876K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-745- 60.18% |
$29.6K - $32.1K
|
493
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-117- 3.33% |
$4.65K - $5.05K
|
3.39K
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
132New |
$5.25K - $5.7K
|
132
$5.76K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.3KNew |
$1.05M - $1.14M
|
26.3K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 6.97% |
$49.5K - $53.7K
|
19.1K
$833K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
215New |
$8.55K - $9.28K
|
215
$9.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.07KNew |
$82.1K - $89.1K
|
2.07K
$90.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 61.12% |
$1.21M - $1.32M
|
19.4K
$848K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
246New |
$9.78K - $10.6K
|
246
$10.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.23KNew |
$48.7K - $52.9K
|
1.23K
$53.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-750- 94.34% |
$29.8K - $32.4K
|
45
$1.96K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-47.7K- 96.67% |
$1.89M - $2.06M
|
1.64K
$71.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$596 - $647
|
15
$654
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25.4K+ 8.32% |
$1.01M - $1.1M
|
331K
$14.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
585New |
$23.3K - $25.2K
|
585
$25.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
18+ 0.3% |
$716 - $777
|
6.02K
$263K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$2.94K - $3.19K
|
74
$3.23K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
13New |
$517 - $561
|
13
$567
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.23K- 44.68% |
$88.6K - $96.2K
|
2.76K
$120K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
562New |
$22.3K - $24.3K
|
562
$24.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
794New |
$31.6K - $34.3K
|
794
$34.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.53% |
$318 - $345
|
1.52K
$66.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
47.4KNew |
$1.89M - $2.05M
|
47.4K
$2.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.84K- 39.35% |
$192K - $209K
|
7.45K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.13K- 8.17% |
$44.9K - $48.8K
|
12.7K
$554K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.22K- 99.91% |
$168K - $182K
|
4
$175
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7.14KNew |
$284K - $308K
|
7.14K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.8K- 50.18% |
$350K - $380K
|
8.74K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-74- 0.56% |
$2.94K - $3.19K
|
13.2K
$576K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.8K+ 4.78% |
$71.6K - $77.7K
|
39.5K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.86KNew |
$233K - $253K
|
5.86K
$256K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
30+ 0.43% |
$1.19K - $1.29K
|
7.04K
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.8K+ 550.01% |
$945K - $1.03M
|
28.1K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-600- 7.07% |
$23.9K - $25.9K
|
7.89K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-223- 2.45% |
$8.86K - $9.62K
|
8.88K
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
949New |
$37.7K - $40.9K
|
949
$41.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.08% |
$39.8 - $43.2
|
1.2K
$52.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$159 - $173
|
684
$29.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.57KNew |
$62.2K - $67.6K
|
1.57K
$68.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-568- 8.71% |
$22.6K - $24.5K
|
5.96K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305New |
$12.1K - $13.2K
|
305
$13.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
5.32K+ 15.44% |
$211K - $229K
|
39.8K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.9K- 55.82% |
$354K - $384K
|
7.04K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$19.9K - $21.6K
|
500
$21.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-444- 1.87% |
$17.6K - $19.2K
|
23.3K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 69.23% |
$358 - $388
|
22
$960
|