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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-686- 5.11% |
$30.4K - $34K
|
12.8K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
38.7K+ 6.09% |
$1.72M - $1.92M
|
675K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 3.43% |
$58.3K - $65.2K
|
39.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21K+ 68.68% |
$932K - $1.04M
|
51.7K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
561New |
$24.9K - $27.8K
|
561
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.07K- 17.08% |
$47.4K - $53K
|
5.2K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.36% |
$76.9K - $86K
|
481K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
93.9K+ 4.14% |
$4.16M - $4.65M
|
2.36M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.95K+ 7.28% |
$397K - $444K
|
132K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
947K+ 193.6% |
$42M - $46.9M
|
1.44M
$63M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 4.03% |
$53.2K - $59.5K
|
30.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-40.1K- 49.66% |
$1.78M - $1.99M
|
40.7K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.4K- 5.38% |
$151K - $168K
|
59.8K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
693K+ 4.48% |
$30.7M - $34.3M
|
16.2M
$709M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.1K+ 14.47% |
$1.02M - $1.14M
|
182K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
163KNew |
$7.22M - $8.07M
|
163K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-101- 1.15% |
$4.48K - $5K
|
8.68K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-98- 0.8% |
$4.34K - $4.86K
|
12.1K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.41KNew |
$151K - $169K
|
3.41K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.41K+ 18.5% |
$62.6K - $70K
|
9.05K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
395+ 3.7% |
$17.5K - $19.6K
|
11.1K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-340- 2.99% |
$15.1K - $16.8K
|
11K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.54K+ 0.58% |
$246K - $275K
|
957K
$42M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 2.99% |
$74.6K - $83.4K
|
57.9K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
21KNew |
$931K - $1.04M
|
21K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.1K+ 87.06% |
$1.2M - $1.34M
|
58.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$571K - $638K
|
12.9K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.4K+ 3.34% |
$2.54M - $2.84M
|
1.78M
$78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.9K+ 1.33% |
$3.06M - $3.42M
|
5.26M
$231M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
357+ 0.3% |
$15.8K - $17.7K
|
118K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.8K+ 1.09% |
$1.5M - $1.68M
|
3.13M
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
238+ 1252.63% |
$10.6K - $11.8K
|
257
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.9K+ 18.06% |
$439K - $491K
|
64.7K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
126KNew |
$5.58M - $6.24M
|
126K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 11.11% |
$98K - $110K
|
22.1K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.25K+ 11.54% |
$233K - $260K
|
50.7K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
103+ 2.3% |
$4.57K - $5.1K
|
4.57K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
25KNew |
$1.11M - $1.24M
|
25K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-18.5K- 11.57% |
$821K - $917K
|
141K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.9K+ 4.34% |
$571K - $638K
|
309K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$39.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
639KNew |
$28.3M - $31.7M
|
639K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
379New |
$16.8K - $18.8K
|
379
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 31.82% |
$49.9M - $55.7M
|
4.66M
$205M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 13.5% |
$186K - $208K
|
35.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.26K- 12.69% |
$189K - $211K
|
29.3K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.15K+ 24.99% |
$50.8K - $56.8K
|
5.74K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130K- 63.98% |
$5.74M - $6.42M
|
72.9K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.96K+ 36.39% |
$309K - $345K
|
26.1K
$1.15M
|